Meet the Board
I was born in Monterey County and am a lifelong resident of Santa Cruz County. I am licensed with the California Bureau of Real Estate and am grateful to work for Coast Business Brokerage, Mergers, Acquisitions and Valuations firm with more than 15 successful years helping people buy and sell businesses in Santa Cruz, Monterey and San Benito Counties. I enjoy being part of a team with the expertise to handle all the details and ensure a smooth business transition. My years of working in the agribusiness, insurance and real estate industries, among other industries, have given me the skills and experience to help mentor my clients. I currently sit on multiple boards of directors, including the The Hispanic Chamber of Commerce of Monterey County and Santa Cruz Volunteer Center, among others. I find that getting involved with my community is very gratifying and rewarding work!
I have a Ph.D. from Indiana University in Organizational Communication and taught at a university for three years in the Chicago area. I first taught at San Jose State University and then Cabrillo College. I have been teaching at Cabrillo on and off since 1985 in both Marketing and Communication Studies.
In 1987, I joined Karla Hutton in founding Hutton Sherer Marketing Advertising Design. I was the Santa Cruz Chamber of Commerce Man of the Year in 2010. I've served on the following Boards (currently active in the first two): Workforce Investment Board of Santa Cruz County; Leadership Santa Cruz County; Cabrillo Festival of Contemporary Music; Alzheimer's Association; Small Business Development Center; Pajaro Valley Performing Arts Association; and Santa Cruz Chamber of Commerce.
My previous service on only local nonprofit Boards reflects my belief in playing a role to improve our community. I intend to lend my marketing expertise to the credit union and serve in any other way, as requested.
Since graduating from UCSC in 1987 in Community Studies and Earth Science, I have worked as a farmer, organizer, consultant and non-profit manager promoting sustainable agriculture throughout California. I am currently the executive director of California FarmLink, a 12-year old non-profit that helps beginning and low-resource farmers access land and capital.
I have been a member of the Credit Union for 30 years and have always been inspired by the vision and commitment of this mission-driven financial institution. As a board member, I'm excited about the potential to help increase the Credit Union's positive impact in our community.
There is currently a tremendous amount of interest here and in communities across the country in building regional food systems by ensuring that farmers, food processors, distributors and local food retailers thrive. I am committed to this effort in my work at California FarmLink and I look forward to collaborating in this exciting work to help amplify the Credit Union's important role in building a strong economy, job security, and food security in our community.
I have been a member of the Santa Cruz business community for nearly two decades. As such, I am proud of the values of our strong civic-minded businesses. My own experience is in Real Estate and Lending. Having worked in the industry for many years and now owning my own Santa Cruz business, I have a unique appreciation for our community and the good people of Santa Cruz County.
As a recent member of an advisory committee for a micro-lending company, I have been able to witness the enormous impact that a relatively small loan can make on a new business. For this reason, Santa Cruz Community Ventures is of special interest to me and I look forward to contributing my experience and expertise in any way possible to the Credit Union and its affiliated entities.
Giving back has always been important to me. Today, I share my time between my locally owned business and volunteering as a member of the Diversity Center Leadership Circle and in support of Yosemite National Park. It would be an honor to serve the Credit Union and my community as a volunteer member of the SCCCU Board of Directors.
Phillip G. Lee
Economic justice is a core value of mine, so bringing my 20 years of financial and tax accounting experience to SCCCU is a truly wonderful opportunity.
My wife, Lisa, and I are blessed to be living and working in Santa Cruz, and serving on the Board of our Credit Union is an ideal way for me to contribute to our community.
Over the years, I've volunteered for Big Brothers and Big Sisters of Santa Cruz County, the Homeless Services Center, and other not-for-profit entities around the county. My goal for my tenure at SCCCU is to apply my experience in finance and management for the benefit of our Credit Union and its membership.
Through my various educational and volunteer experiences, I have cultivated and strengthened partnerships with organizations and stakeholders in the Santa Cruz community allowing me to broaden the net that supports immigrants and the community in general. I am not only a social service provider, but an advocate and representative that promotes the civic and political engagement of the community and families I serve. I desire to now apply these service skills and contacts to benefit the Santa Cruz Community Credit Union and its members.
I believe that education and communication builds understanding in individuals and between people groups. My own educational experience began with my undergraduate degree as I double majored in Sociology and Ethnic Studies, and then as I continued to graduate school, earning two master's degrees, the first in the Policy, Organization, and Leadership of Education and the second in the Social and Cultural Context of Education.
In my current position as Deferred Action Services Coordinator for the Santa Cruz County Immigration Project, I work to develop community partnerships with local groups and organizations, as well as develop training programs and coordinate public services that benefit the underserved in our community. People are my heart. My experiences and excitement to serve have prepared me for this opportunity to join with SCCCU and make this great community an even better place to live. Thank you for your consideration.
I have lived in Santa Cruz for 26 years. I am the Founder and President of Obentec, Inc. Before founding Obentec, Inc. in 2002, I owned and operated a wholesale business in the food industry and served on the board of directors of a non-profit organization as well as serving on various non-profit committees. Before becoming an entrepreneur, I worked in the medical diagnostic industry as a technical consultant and product specialist. I hold a bachelor's degree in biological sciences from California Polytechnic, San Luis Obispo. When I'm not working, I enjoy spending time in nature with my family, friends, dogs, and horses. My other interests include reading, family health and nutrition, volunteerism, and community supported agriculture.
As a female and minority business owner in Santa Cruz for the past 19 years, I have directly benefited from the charter put forth by SCCCU to provide economic opportunity to members of the community. Through the use of my experience I hope to ensure the continued success and efforts to promote economic justice for the most deserving members of our community. I feel blessed to live in an amazing city and would be honored to hold a seat on the Board of Directors for SCCCU.
To join the Board, click here for an application.