Lisa Dugan always brings her energy and enthusiasm, and her invaluable communications expertise, to her role as the Board Chair. Lisa has had a long career working with non-profit and government agencies with particular expertise in communications, strategic planning and resource development.  She recently retired from her role as the Director of Communications and Advancement at Wonderspring, a nonprofit provider of high-quality early childhood education. Prior to that, she ran a consulting business for more than 20 years serving clients including the Philadelphia Department of Human Services, the Philadelphia Department of Health’s AIDS Activities Coordinating Office, United Way of Southeastern PA, JEVS Human Services, Fairmount Ventures, University of Pennsylvania School of Public Policy and Practice, The Philadelphia Education Fund, Philadelphia FIGHT, Bebashi, the Union Benevolent Association. Lisa is married with two grown children and one adorable bearded collie, and she enjoys hiking, biking and travel.

Chantel Mason has spent the last 21 years working at the intersection of Public Health and Health and Social Services. She has had the opportunity to work at various levels of Community-Based work, from boots-on-the-ground direct support services to big-picture data collection and analysis. Chantel has held the role of Senior Director of Population Health at Community Behavioral Health, where she identified metrics and interventions to improve the health outcomes of members with Medicaid in Philadelphia. She also worked with the Delaware Division of Substance Abuse and Mental Health, where she worked to develop contracts and the collection of data to support VBP arrangements. Her expertise and experience couldn’t come to CFAR at a better time, and we are thrilled to have her as our Vice Chair.

As the Board Treasurer, Phil Holzhauer works closely with the board and staff to assure the organization remains in a strong financial position. As CFAR’s budget has grown and changed significantly over the past few years, his leadership and expertise are critical. Phil has experience in public accounting specializing in providing assurance and audit services for a variety of organizations related to the nonprofit industry since 2015. He has been working with CliftonLarsonAllen (CLA) for nearly 10 years and currently holds the title of Engagement Manager. In his spare time Phil enjoys traveling with his wife, working with his local community organization, and getting out on the course for a round of golf.

Nicole Wixted brings insight, intelligence, and critical legal knowledge to her role as Board Secretary. She is a Partner at Faegre Drinker Biddle & Reath LLP, where she has had a long and successful career. At her firm, Nicole is regarded for her steadfast representation and counseling of insurance and financial services industry clients on a wide array of issues. In addition to her professional expertise, she brings her passion for family to the board. As a mother, she feels strongly about CFAR’s mission to build strength and resilience in Philadelphia families.

David Fair has had a long career in both the public and nonprofit health and human services sector, and as both a provider and funder of services. He currently works as the Deputy Chief Executive Officer of Turning Points for Children, a Philadelphia-based child welfare agency. Previously, Fair served as Senior Vice-President for Community Impact at United Way of Southeastern Pennsylvania and as a deputy commissioner responsible for the Division of Community-Based Prevention Services of the Philadelphia Department of Human Services.

After 8 years in financial sales and banking, Rick Freeth joined Tactix in 2014 for the opportunity to grow professionally and put his years of sales and management experience to work for commercial tenants. As a licensed securities salesperson, Rick gained a reputation as a B2B sales leader and established himself as an expert in small/medium business development. Rick has consulted several start-ups and derives great enjoyment from working with companies that typify the entrepreneurial spirit. He also has substantial experience working with non-profits, both professionally and personally, promoting community financial literacy and grassroots small business growth. Since joining Tactix, Rick has had the opportunity to work with well known organizations like Obermayer, Women Against Abuse, The Philadelphia Orchestra, KSS Architects, Metasource and more. Rick lives in South Philadelphia, with his wife Ashley, and children Madeleine and RJ.

Sarah Gaines is an executive search consultant and advisor to nonprofit organizations, with extensive experience supporting leadership transitions across the social sector. She is a Director with BoardWalk Consulting, where she partners with boards and executive teams to recruit and support senior leaders. Sarah’s earlier career including working in fundraising and nonprofit administration, including for social service agencies in Philadelphia. Sarah holds a bachelor’s degree from New York University and a master’s degree in Nonprofit Administration from Rosemont College. She has earned professional certificates in fundraising through the University of Pennsylvania and in leading diversity, equity, and inclusion through Northwestern University.

Danielle LaGuerre is currently a Wealth Strategies Specialist at Bank of America, N.A., where she provides guidance to high-net-worth individuals and families around their estate planning, charitable planning and wealth transfer needs. Danielle works closely with clients and their advisors to navigate complex estate structures and develop customized strategies that preserve and transfer wealth effectively. Her work integrates technical knowledge with a client-centered approach, ensuring solutions that align with personal values, long-term goals, and family dynamics. Danielle earned her Juris Doctor from Western Michigan University Cooley Law School and her Master of Laws (LL.M.) from Temple University Beasley School of Law, where she focused on advanced legal studies in taxation and estate planning. She brings deep subject-matter expertise, strategic insight, and a commitment to excellence.

Joanna Maxwell serves as Director of Impact & Partnerships at United Way of Greater Philadelphia & Southern New Jersey, where she leads cross-sector collaboration and strategic investment in economic mobility, workforce development, and entrepreneurship. Drawing on more than 15 years of experience in community development, Joanna brings deep expertise in equitable systems change. She holds a BA in International Studies & Pre-Law from Western Oregon University and an MPA in Community Development from Rutgers University–Camden. As a Returned Peace Corps Volunteer and an active member of the Philadelphia Area Peace Corps Association and The League of United Latin American Citizens (LULAC), she is committed to service, global understanding, and community empowerment.

With over 20 years of experience in business and information systems, Conrad Montlouis is a seasoned data solutions professional specializing in business analysis, intelligence, and compliance analytics. As Senior Director of Regulatory Compliance Analytics at Comcast, he leads legal and regulatory compliance initiatives, driving impactful data solutions. Throughout his career, Conrad has fostered strong collaborations between IT and business functions, ensuring seamless integration of technology and strategic objectives. Beyond his professional expertise, Conrad is deeply committed to giving back to his community. He values integrity, ethical leadership, and the power of data-driven decision-making to create meaningful change. Passionate about mentorship and professional development, he actively supports initiatives that foster growth and innovation. His dedication to collaboration, lifelong learning, and excellence makes him a valuable addition to the board.

Lynn E. Roberts III, Esq. is the Founder and Principal Attorney of Roberts Legal Group, LLC, where he provides strategic counsel in intellectual property and business law to entrepreneurs, small businesses, and growth-stage companies. A member of the Pennsylvania and New Jersey Bars, Mr. Roberts has spent the past decade advising clients ranging from startups to corporations on how to protect, scale, and monetize their ideas. Recognized for his thought leadership and legal impact, Mr. Roberts was named one of Delaware Business Times’ 2024 Top 40 Under 40 Business Leaders. He has also been selected for four consecutive years as a Top 40 Under 40 Attorney in Pennsylvania by the National Black Lawyers, based on his outstanding work in intellectual property and business law. Beyond his legal practice, Mr. Roberts is the Founder and Executive Editor of the Critical Jurisprudence Review, a forthcoming nonprofit, double-blind peer-reviewed law journal advancing transformative legal scholarship. He also serves on multiple nonprofit boards and is committed to expanding access to legal education, entrepreneurship, and structural reform in underserved communities. His legal expertise and dedication to the community make him an incredibly valuable addition to the CFAR Board!

Amanda Rodi is the Managing Member of Innovative Development, LLC, a global consulting firm specializing in the design and implementation of repeatable, reliable, and defensible Legal and Records Management Solutions. She holds an M.S. in Human Resources Development from Villanova University and a B.A. in Psychology with a minor in Sociology from The Pennsylvania State University. Amanda is deeply committed to supporting her local community, with a particular passion for mentoring young adults and students in career and college readiness. CFAR is grateful to have Amanda join the board, particularly with her rich experience in human resources and her dedication to her community.

Nicole Tucker, based in Harleysville, PA, US, is currently a Director of Business Enablement at Vanguard. Nicole Tucker brings experience from previous roles at Vanguard. Nicole Tucker holds a MBA From Saint Joseph’s University and a Bachelors in Mathematics from Ursinus College. With a robust skill set that includes IT Project & Program Management, IT Management, IT Service Delivery, IT Infrastructure Management, Software Development and more.