Stuart M. Strait
Stuart M. Strait
Stu retired in 2002 after a successful 38 year career in fundraising and public relations at five private denominational colleges in Michigan, Kentucky, West Virginia, and North Carolina. He also was elected to twelve 2-year terms as a Gratiot County Commissioner in Michigan and served as its Chair for 10 consecutive years. He and wife Debbie have been Trilogy residents for 15 years where he has been Chair of the Facilities Committee, Vice Chair of Planning, member of the Expansion Construction Task Force and member of the Street Light Committee. In 2015 he was elected to a two-year term on the Trilogy Board of Directors and was its President for one year. During his career he served on Salvation Army, United Way, and Economic Development Boards and was a Director of a bank in Michigan. He holds an undergraduate degree in Economics from Alma College (MI), and a Masters Degree in Guidance and Counseling from Michigan State University. The Strait’s are members of the Company of Friends, Bocce, and Fun Savers Clubs in Trilogy.
Roger is a retired school administrator and educational consultant, Rodger spent 25 years as a principal and director of instruction prior to joining the Illinois State Board of Education as a consultant responsible for evaluating and improving schools. He also served on the board of the Illinois Principals’ Association for 18 years including four terms as Regional Director. He served on the Tremont Village Board as Chair of the Village Finance Committee and as President of the Tremont Recreation Association responsible for providing summer programs for area children. He is a member of the United Methodist Church and has served as a certified lay leader and as a member of the Pastor-Parish Relations Committee. He and his wife, Jeanette, have been active at Trilogy on the former Bingo Committee and in the Fun Savors Club.
Sue is a native of Western New York (Buffalo area) and a graduate of State University of New York Oswego.
She retired in 2014 from a 30 year teaching career. For twenty years of her tenure she served as an extracurricular activities Advisor Skills USA Club, a National leadership program for teenagers. In addition to her teaching duties she also served as the Mentor Coordinator for the district during her last five years before retirement. Sue is a former Board member for the Castile, NY Library. She also served as President for the Castile United Fund.
In 2014, Sue and her husband, Joe, moved from the Finger Lakes region of New York to Trilogy at Power Ranch and have been active in the Trilogy community. They have two children and five grandchildren.Sue has been a volunteer at the Trilogy Box Office, Library, TPRF Golf Tournament and is active in several Trilogy groups and clubs. Her community service demonstrates her good character and strong commitment to helping the organization reach its mission and goals. Sue joined the board in early October 2019 and looks forward to working with the TPR Foundation.
Before I got married, I worked as a legal secretary for a firm that handled all cases for Lloyds of London. I then worked in a small hospital in Brooklyn, NY, for 10 years, first as an admitting clerk and then as the secretary to the Director of Fiscal Affairs when my children were very young. I went back to what I loved to do and that was to work in the legal field in Intellectual Property for 10 years in NYC. I moved to Arizona in1996 where I became a paralegal and worked in the Intellectual Property field for 19 years until I retired in 2015. While working at the firm here I volunteered many times at St. Mary’s Food Bank.
I met my husband Jim in 2001 and have been happily married ever since. Jim and I moved to Trilogy in 2017 to enjoy our retirement and also to donate time to some great causes. I belong to the Band of Angels where I deliver cards and angels to Trilogy residents who are experiencing illnesses, surgeries, loss of a loved one, etc.
I am also a member of the Trilogy Niners, Fun Savors, Wine and Dine and enjoy a lot of the activities that this community has to offer. I am also a social member of the Mahjong and Bocce clubs. I was co-Treasurer for Fun Savors for 2 years.
My husband and I have four children and 10 grandchildren between us. We love getting together with them and are enjoying watching them grow into responsible adults. I am also an usher at our church and serve every weekend.
With industry experience spanning over 20 years and advising clients through two major U.S. recessions, Peter serves as a resource and partner to his clients. Having previous positions as a branch manager and training coordinator for a major investment firm in the Phoenix metropolitan area, his unique industry knowledge provides the additional insight clients value in navigating them toward their financial goals.
Drawing from his military experience as a Cadet at West Point and with a comprehensive perspective in wealth management, Peter is disciplined in developing customized investment strategies for high-net-worth clients. He specializes in providing investment advice that often involves tax efficient investing, wealth transfer strategies, and retirement planning. As your financial advisor, Peter will work tirelessly to manage your significant life changes by offering solutions that focus on the short and long term outcomes of your collective decision making.
His practice offers a suite of services catering to corporate executives and business owners to maximize their personal and business assets along with providing lending solutions. With respect to the many recognized designations he holds, Peter is also a Retirement Plan Consultant with UBS. This distinctive title allows Peter to assume a fiduciary role in the implementation and management of qualified plans.
Peter resides in Gilbert, Arizona with his wife and two daughters. During his free time, Peter enjoys traveling, running, and finding worthy causes to make a difference in the world through his family foundation.
Rich is a native of Wisconsin and is a graduate of the University of Wisconsin-Stout. After graduating Rich went to work for Hormel Foods Corporation for 33 years in several different areas, Sales/Sales Marketing/ National Accounts/Product Management and retired in 2008.
Rich decided to go into a second career of Real Estate and works with Coldwell Banker Residential Brokerage working in the Gilbert – Chandler area within the active adult communities. He is enjoying this and is looking forward to bringing his experience to the Foundation.
Jerry is a Hoosier and graduated Indiana University in 1965. He Met Sue in his sophomore year and we were married in August of 1965, two months after they graduated. He began working for Fireman’s Fund in June 1965 as a claims trainee and retired in 1997 as senior vice president a chief claims officer of Interstate National Corporation, subsidiary of Fireman’s Fund.
After retirement, Jerry became involved in civic activities. He is a former chairman of the council for Aging. This covered 10 counties in South Central Kentucky. He was also on other boards involving senior housing, meals on wheels, etc..
In 2011, Sue and Jerry moved to Trilogy at Power Ranch. He joined the election committee and later the planning and facilities committee. He is a former chairman of planning. Jerry was also appointed to the board for one year.
Currently, He is the president of the euchre club in Trilogy and was appoint to the TPR Foundation, Inc as a Director in October, 2018
Mike Larson / 2018-2020
Mike is a native of Kansas. He was born in Kansas City and is a graduate of Kansas State University with a degree in Economics. His career was spent in management in both the corporate world and as the owner of a small business. He retired in 2008 and moved to Arizona with his wife Kay. He is active in Trilogy as chairman of the facilities committee and writes for The San Tan Press. His hobbies include tennis and golf. He is excited to be part of The Trilogy Foundation.
L. William Katz / 2015-2017
Founding Member, Former President & Treasurer
For more than 40 years Dr. Katz served as a management/financial consultant to not-for-profit and investor owned health care provider organizations. He served as an adjunct faculty at the University of Massachusetts, School of Public Health and Health Sciences where he taught healthcare finance to masters and doctoral students in the on-line public health program. He served the Town of Gilbert, AZ as Treasurer, Public Facilities Municipal Properties Corporation and previously served on the Town’s Industrial Development Commission. He served as the Chair of the Trilogy at Power Ranch Finance Committee, as well as other CA committees. He also chaired fund raising committees for the Combined Jewish Philanthropies in Chicago and Boston and chaired or served as a member of town committees in Sudbury and Southborough, Massachusetts.