Our Board

Casa’s Board of Directors consists of respected leaders from the business, medical and civic communities in the San Diego area. Board members serve three-year terms without compensation. They may serve three consecutive terms.

The Casa board members work closely with the board-appointed management company, Life Care Services. Both of these entities place a high priority on input and recommendations from residents elected to serve on the Executive Council, and their advisory committees.

Board of Directors

Craig Brown

Craig Brown

Chair/President

Mr. Brown was elected to the Board in May 2014. He is Chair of the Board of Directors and formerly served as Vice Chair of the Board of Directors and has served as Chair of the Finance Committee as well as a member of the Audit Committee, Legal Committee and the Marketing & Community Outreach Committee. Craig’s community involvement parallels his career of 30 years at the helm of Rancho Financial Mortgage. He is a founding member and past President of the Rancho Bernardo Business Association. Mr. Brown is a member and has served as President for the Rancho Bernardo Rotary Club, and has served on Rotary International, Palomar Health Foundation Board of Directors, the Poway Center for Performing Arts and the Rancho Bernardo Business Association. In 2008, he was elected in to the Rancho Bernardo Hall of Fame in recognition of his community service.

James Roth

James Roth

Vice Chair

Mr. Roth was elected to the Board in December of 2017. He currently serves as the Vice Chair of the Board of Directors, the Chair of the Casa Foundation, the Chair on the Legal Committee and is a member on the Governance Committee. Mr. Roth is a local attorney specializing in corporate, real estate and business matters, including insurance law. As general counsel to diverse business entities nationwide, Jim is responsible for developing strategies to minimize risk, navigating complex transactions, and representing his clients’ interests in litigation. Jim has successfully tried numerous cases and argued before the California and federal courts of appeal. Mr. Roth is also a frequent speaker and lecturer to professional and community groups on a variety of legal topics and is a regular columnist for the San Diego Defense Lawyers and the San Diego Chapter of the National Association of Real Property Managers.

Committed to community service and strengthening our community, Mr. Roth has assumed leadership positions on an assortment of foundations. He is a former Director for the Blue Sky Community Foundation, the Bernardo Town Center Property Owner’ Association, the Rancho Bernardo Community Foundation, the Rancho Bernardo Chamber of Commerce and its successor the North San Diego Business Chamber, having chaired the Board of both Chambers during his tenure. As a long-time member of the Rancho Bernardo Sunrise Rotary, Mr. Roth has held almost every Board position and served as the Club’s President during 1996-1997. During 2006, Mr. Roth was elected in to the Rancho Bernardo Hall of Fame and recognized as the Rotarian of the Year in Rotary District 5340.

Katherine Lord

Katherine Lord

Secretary

Ms. Lord was elected to the Board in December of 2014. She currently serves as the Casa Board Secretary, Vice Chair of Casa Foundation Board of Directors and is a member of the Marketing & Community Outreach and Governance Committees. She has served as Chair of the Health and Wellness Committee. Ms. Lord has more than 40 years’ experience, 35 in California alone, as a licensed, practicing Architect specializing in Educational facilities (University, Community College and K-12) and Healthcare and Retirement projects. Katherine received her Bachelor of Arts with a Major in Architecture and Masters of Architecture degrees from Washington University in St. Louis. Katherine is a Principal and majority owner of Lord Architecture, Inc., located in Rancho Bernardo. She has been a member of the American Institute of Architects for 35 years and is currently the AIA/San Diego Chapter’s President for 2019. She is also a member of the USGBC/SD, the Collaborative for High Performance Schools, the Coalition for Adequate School Housing (CASH) and an Advisory Board member of the New School of Architecture.

Kathy Frederick

Kathy Frederick

Director

Ms. Frederick was elected to the Board in March 2012. She has most recently served as Chair of the Board of Directors from January 2019 through December 2020, she currently serves as the Chair of the Governance Committee, and is a member of the Finance & Investment, Legal, Audit and Health & Wellness Committees.  During this time, she also served as Chair of the Health and Wellness Committee and as a member of the Casa Foundation Board, Finance and Investment Committee, the Audit Committee, Legal Committee and Planning & Construction Committee. Ms. Frederick has over 25 years of experience in healthcare and has worked with several large healthcare systems in San Diego County. Her last position was as Assistant Administrator at Scripps Mercy Hospital where she worked for 13 years. Prior to retirement, she worked part-time as a Senior Director of Special Projects for the Corporate Sr. VP of Scripps where she established Employee Care Clinics at the 5 Scripps hospitals. After retirement from Scripps, Ms. Frederick consulted with hospitals in California and across the nation for 5 years. She has been active in regional and national organizations for Human Resources and Healthcare Recruitment. Prior to joining the Board at Casa, Kathy served as an Advisory Board member for the Lux Art Institute in Encinitas, California.

Jim Seifert

Jim Seifert

Director

Mr. Seifert was elected to the Board in December of 2020. He currently serves as a member of the Finance & Investment and Health & Wellness Committees and will Chair the Development Committee at the end of the year 2021. Jim Seifert has been active in commercial real estate since 1984. For the first 11 years of his career, he worked for three different commercial real estate firms working in brokerage and asset management. For 22 years, Jim worked for a Fortune 250 company in the Corporate Real Estate department with oversight of up to 30 employees and an $80 million-dollar annual budget.

His expertise includes the entire life cycle of real estate including market evaluation, coordinating planning and programming activities with architects, engineers, land planners, traffic consultants, contractors, brokers and government officials. He has excellent financial analysis skills including evaluating cash flows and establishing baseline revenues for lender/investor review. He also takes pride with day-to-day responsibility for property development and expediting solutions to ensure the project is kept on schedule and budget.

Mr. Seifert has a BA in economics from the University of Colorado, Boulder.

Jay Riordan

Jay Riordan

Director

Mr. Riordan was elected to the Board in March of 2013. He currently serves as the Chair to the Planning and Construction Committee and is a member of the Legal Committee and the Marketing & Community Outreach Committee and a former member of the Audit and Finance and Investment Committees. Mr. Riordan has been active in his community over the years as President of the Rancho Bernardo Community Council, President of the Poway Center for the Performing Arts Foundation, was appointed by the Mayor of San Diego to serve on 2 different Boards and has been a Rotarian since 2006. Mr. Riordan is currently raising money for local charities as the VP of Giving for Processing for Good.

Alex Monroe

Alex Monroe

Director

Mr. Monroe was elected to the Board in December 2020. He currently serves as Chair of the Finance & Investment Committee. In 2007 Alex launched his career with Thornburg Investment Management, a mutual fund company in Santa Fe, New Mexico. Those initial years in finance served as Alex’s foundation on a path that would lead him into becoming a financial advisor with the Compass Pointe Group in 2011. Having grown up in the North County communities of San Diego this transition in his career served as a homecoming to southern California.

Today, Alex serves as one of the three advisors on The Compass Pointe Group. They specialize in comprehensive wealth management, investment management, and financial planning for select families throughout the country.

He received his Bachelors of Science in Business Administration with minors in Economics and Government from the University of Redlands. During his senior year of college, he was selected to attend the School of Economics at the University of East Anglia in Norwich, England. Alex is an Accredited Investment Fiduciary, AIF and holds his Series 6, 7, and 65 licenses.

Alex is active in the community. He stays busy coaching youth sports and keeping up with his four children and two stepchildren. When not with his kids or working, he is driven by philanthropic endeavors. His membership with Rotary serves as his conduit to give back. He is a member of the La Jolla Golden Triangle Rotary Club, serving as President in 2017-2018. For fun, Alex enjoys traveling with his family, golf, pickleball, and hiking around San Diego County.

Steve Spear, Ph.D.

Steve Spear, Ph.D.

Director

Dr. Spear was elected to the Board in December 2013. He Currently serves as of the Chair of the Marketing & Community Outreach Committee, and a member of the Governance Committee, and the Planning and Construction Committee and the Casa Foundation Board. He received his Bachelor of Arts from The Colorado College, a Master of Science from the University of Southern California, a Master of Arts from San Diego State University and a Ph.D. from the University of California, Riverside. Mr. Spear retired after 39 years as a Professor at Palomar College and continues to serve on the Palomar College Health Benefits Committee.  During his tenure at Palomar College, he served on the Budget Committee, Strategic Planning Committee and was President of the Faculty Senate and Chairman of the Earth Sciences Department. He was an active participant in the design and planning for the new Natural Sciences Building and Planetarium.

Sonja

Sonja "Sonny" Googins

Director

Ms. Googins was elected to the Board in December of 2018. She serves as the Resident Board Member and is currently the Chair of the Health & Wellness Committee and a member of the Marketing & Community Outreach Committee and the Health and Wellness Committee and had served as President of Casa’s Resident Council. She is an active member of the Rancho Bernardo Planning Board, Rancho Bernardo Rotary, and the Poway Symphony Board. Prior to retiring in San Diego, Ms. Googins served the Connecticut State Legislature’s House of Representatives for 12 years.

Bob Lange

Bob Lange

Resident Board Member

Mr. Lange was elected to the Board in December 2020 as a non-voting resident member. He has been a resident of Casa de las Campanas for the past 5 years. Bob graduated from Southern Cal in 1966 with a BA in history and received his JD from Pepperdine in 1977. He was a Marine Corps pilot and JAG officer, and retired from the Marine Corps as a colonel after 26 years of service. He then spent 15 years in Washington DC as a lobbyist and business development director and vice president for defense and aerospace companies. He was also an online adjunct professor of criminal justice and political science for 14 years. Bob is past president of the Casa Computer Club and is currently a Neighborhood Floor Manager and part of the Sur To-Go Meal Delivery Team.  He has been a Meals-on-Wheels volunteer for 6 years. Bob has been a member of the CALCRA Board of Directors since August 2020.