About

Community Foundation Board of Trustees Committees 2020-2021

Board Committees of the Community Foundation comprise members of our Board of Trustees, as well as community volunteers and expert advisors.

 
Together, we’re making a difference for Boulder County.
 

Audit Committee

Chester Kurtz, CPA, Chair
Kurtz Fargo LLP
 
William F. Jones, Jr., CPA
Anton Collins Mitchell LLP
 
James Graham
Richtr Financial Studio
 

Development Committee

Cindy Lindsay, Chair 
Principal, FLS Associates
 
Leslie Allen
Co-founder, Front Range Source
Development Director, Conservation Colorado
 
Meredith Carlton
UBS Financial Services
 
Kathy Leonard
UBS Financial Services
 
Jane McConnell
 
Deborah Simmons
Founder, Reentry Initiative
 

Executive Committee

Sue Anderson, Chair
Nonprofit Consultant
 
Josh Forman, Vice Chair
Principal, Forman Consulting
 
Becky Chavez, Secretary
Director TRiO Student Support Services, Front Range Community College
 
Jeremy Wilson, Treasurer
Partner, Plante Moran
 

Finance Committee

Jeremy Wilson, Chair
Partner, Plante Moran
 
James Graham, CPA
Richtr Financial Studio
 
William F. Jones, Jr., CPA
Anton Collins Mitchell LLP
 
Chester Kurtz, CPA
Kurtz Fargo LLP
 
D. Liles Lipe
First Western Trust
 

Governance and Nominating Committee

Kimberly Barr, Esq., Chair
Colorado Nonprofit Law, PLLC
 
Sue Anderson
Nonprofit Consultant
 
Becky Chavez
Director TRiO Student Support Services, Front Range Community College
 
Christina Pacheco Sims
Division Manager of Children, Youth and Families, City of Longmont Community Services Department
 
Jim Williams
Dean of Libraries (retired), University of Colorado
 

Investment Committee

Danny Hassan, Chair
Boulder Capital, LLC
 
Noel Culberson, CFA, CPA
Trailhead Wealth Management, LLC
 
Trine Ford
UBS Financial Services, Inc.
 
Elliot Forsyth
Wells Fargo Advisors

Emily Mears
Crestone Capital, LLC
 
Allyson Patterson
Manna Tree, Director
 
Mariah Quish
Quish & Co, LLC
 
TK Smith
Retired financial advisor, Edward Jones
 

Marketing Committee

Dee Andrews, Co-Chair
Nonprofit and Communications Consultant
 
Amy Howard, Co-Chair
President, Great Strategy
 
Lina Olinger
 
Justin Perkins
New Age Advisors
 
Nicole Sager
Senior Director, “I Have A Dream” Foundation Boulder
 
Alden Sherman
First National Wealth Management

Program Committee

Leslie Allen, Chair
Co-founder, Front Range Source
Development Director, Conservation Colorado
 

 

 

Community Foundation Board of Trustees Committees 2020-2021

Board Committees of the Community Foundation comprise members of our Board of Trustees, as well as community volunteers and expert advisors.

 
Together, we’re making a difference for Boulder County.
 

Audit Committee

Chester Kurtz, CPA, Chair
Kurtz Fargo LLP
 
William F. Jones, Jr., CPA
Anton Collins Mitchell LLP
 
James Graham
Richtr Financial Studio
 

Development Committee

Cindy Lindsay, Chair 
Principal, FLS Associates
 
Leslie Allen
Co-founder, Front Range Source
Development Director, Conservation Colorado
 
Meredith Carlton
UBS Financial Services
 
Kathy Leonard
UBS Financial Services
 
Jane McConnell
 
Deborah Simmons
Founder, Reentry Initiative
 

Executive Committee

Sue Anderson, Chair
Nonprofit Consultant
 
Josh Forman, Vice Chair
Principal, Forman Consulting
 
Becky Chavez, Secretary
Director TRiO Student Support Services, Front Range Community College
 
Jeremy Wilson, Treasurer
Partner, Plante Moran
 

Finance Committee

Jeremy Wilson, Chair
Partner, Plante Moran
 
James Graham, CPA
Richtr Financial Studio
 
William F. Jones, Jr., CPA
Anton Collins Mitchell LLP
 
Chester Kurtz, CPA
Kurtz Fargo LLP
 
D. Liles Lipe
First Western Trust
 

Governance and Nominating Committee

Kimberly Barr, Esq., Chair
Colorado Nonprofit Law, PLLC
 
Sue Anderson
Nonprofit Consultant
 
Becky Chavez
Director TRiO Student Support Services, Front Range Community College
 
Christina Pacheco Sims
Division Manager of Children, Youth and Families, City of Longmont Community Services Department
 
Jim Williams
Dean of Libraries (retired), University of Colorado
 

Investment Committee

Danny Hassan, Chair
Boulder Capital, LLC
 
Noel Culberson, CFA, CPA
Trailhead Wealth Management, LLC
 
Trine Ford
UBS Financial Services, Inc.
 
Elliot Forsyth
Wells Fargo Advisors

Emily Mears
Crestone Capital, LLC
 
Allyson Patterson
Manna Tree, Director
 
Mariah Quish
Quish & Co, LLC
 
TK Smith
Retired financial advisor, Edward Jones
 

Marketing Committee

Dee Andrews, Co-Chair
Nonprofit and Communications Consultant
 
Amy Howard, Co-Chair
President, Great Strategy
 
Lina Olinger
 
Justin Perkins
New Age Advisors
 
Nicole Sager
Senior Director, “I Have A Dream” Foundation Boulder
 
Alden Sherman
First National Wealth Management

Program Committee

Leslie Allen, Chair
Co-founder, Front Range Source
Development Director, Conservation Colorado