Board of Directors and Staff
2021/2022 Board of DirectorsWe are proud of the following individuals who are volunteer leaders for Legacy Endowment.
Chair — Rachel Mason
Vice-Chair — Roy Moosa
Treasurer — Matthew Obermueller
Secretary — Laura Holck
Investment Chair — Wallace Tucker
Board Member at Large — Mike Dunlap
Board Member at Large — Marianne Martini Nolte
One of Legacy’s original founders in 1994, Mike Dunlap also served for several terms and as its President for a number of years. Mike is a retired CPA with extensive experience with planned giving, estate giving, and financial planning. He and his wife, Nancy, founded Dunlap and Dunlap CPAs which concluded its thirty-plus years of serving clients in the North County region in 2010. When scaling back his CPA practice, Mike ramped up focus on their Escondido Sunrise Vineyard, a producer of delicious Merlot and Zinfandel wines. When not in the vineyard overseeing the grapes or coordinating the annual crush, Mike can be found serving with his longtime Escondido Rotary Club members, cruising with Nancy on the high seas, or managing Cabin by the Lake, a nonprofit he founded which is dedicated towards building ADA compliant cabins locally and regionally.
As a local estate attorney, Laura Holck is serving the needs of those living in the Bonsall/Fallbrook primarily, and North San Diego County in general. Laura is known for her strong rapport and deep trust with clients, working closely to create personalized wills and trusts that manage family assets and charitable interests. She is equally adept at managing probate when wills or trusts were not created in advance. Her volunteer work extends to a variety of active memberships including the Rotary Club of Fallbrook and various legal organizations located throughout San Diego County and the State of California.
Rachel Mason, M.S., M.A.
Rachel's professional philosophy is to honor and promote Legacy’s mission of serving the community by employing exceptional public relations skills, having a holistic understanding of the public benefit/nonprofit industry, and utilizing a team-oriented management approach. Within the public benefit nonprofit industry, Rachel has served as a member of a fund development team, an Executive Director, and as a third-party party consultant. These experiences have provided her with a broad knowledge of public benefit profit after which allows her to collaborate with large and small organizations to create an exclusive network focused on working toward similar goals.
Beyond his interest in real estate as the owner and broker of Sun Realty since 1995, Roy keeps busy volunteering a number of wonderful organizations such as the Fallbrook Historical Society and the Fallbrook Village Association. It’s easy to notice that Fallbrook’s name precedes so many of these as he’s a deeply committed, forward-thinking civic leader who sees the area continuously evolving. Roy has a balanced view of Fallbrook’s history, its current economic influences, and what the township and surrounding area could become in the near future. His macro view of how to create positive change while still honoring the area’s history came in 2017 when he was heavily involved in bringing the train caboose to downtown Fallbrook, and in 2018 when he purchased and began renovations to the 1948 Mission Theater which is now a wonderful place for movies as well as public and private events.
Marianne Martini Nolte
Marianne is the CEO/Founder of Imagine Financial Services, a firm dedicated to providing a holistic approach to financial planning across all aspects of an individual’s life as well as various life stages. Her launch of Imagine Financial was a natural outcome of her own dedication towards visualizing, preparing for, and reaching specific financial, life and security goals. Years in the financial planning field plus extensive training and professional accreditation blends well with Marianne’s deep commitment to helping people see their financial objectives not as an end game, but milestone celebrations of financial stability when goals are attained. A San Diego native who has lived in Fallbrook since 1998, she spends her extracurricular time with her family, or volunteering with a variety of organizations in the area such as St. Peter the Apostle Parish, REINS therapeutic horsemanship program, the Fallbrook Women’s Club, and as a Board member of the Fallbrook Chamber of Commerce.
Owner/operator of Seniors Helping Seniors in-home care services of North Inland San Diego County, Matt came to the elder care business with a deep understanding of senior needs after helping his father through health issues. This experience gave great insight into providing dignity and respect around elder care. He is no stranger to the senior community having previously pursued a passion for helping this demographic ten years prior, helping manage Medicare insurance needs. He believes senior care work now fills multiple needs and provides an opportunity for active seniors to provide noble assistance to others. A proud father to three wonderful children, Kennedy, Hawkins and Heston, he enjoys camping with them as well as sporting events, and traveling the country and world. Matt belongs to the North Coast Church where he has served as a volunteer since 2015. Giving back, supporting others, and community involvement are core values he believes can be delivered, communicated, and acknowledged through Legacy Endowment’s mission.
Wallace Tucker, a resident of Fallbrook since 1972, worked as an astrophysicist for the Harvard-Smithsonian Center for Astrophysics for more than 40 years, splitting his time between Fallbrook and Cambridge, MA. He has authored eight books, including Revealing the Universe, co-authored with his late wife Karen, and The X-ray Universe with Riccardo Giacconi, recipient of the 2002 Nobel prize in physics. He has also written prize-winning stage plays, one of which was published in the anthology, Stories Of Our Way: An Anthology of American Indian Plays. In 1988, Tucker and Vince Ross founded the Fallbrook Land Conservancy, and he served as the conservancy’s chairman for 24 years. The conservancy has preserved more than 2,000 acres of conservation land in the Fallbrook area. He and his wife Beverly continue to be active in conservancy work.
A longtime North County resident with a comprehensive understanding of regional needs and donor interests, Jean joined Legacy Endowment in January 2020. Her non-profit fundraising career spans more than three decades in top leadership roles and consulting positions, and she brings a wealth of knowledge and donor-centric expertise to the team. Jean's personal and professional commitments to volunteerism are well known through her affiliations with: the Rancho Bernardo Sunrise Rotary Club as the current Board Secretary; membership with the Association of Fundraising Professionals-San Diego Chapter (AFPSD) since 1991; Co-Chair of AFPSD's National Philanthropy Day; member of AFPSD's Resource Development Committee; and member of the North County Philanthropy Council. She achieved her CFRE accreditation as a fundraising professional in 2009.
Angela Calderon joins the Legacy Endowment team as our new Associate Director/Programs Officer. Angela has Associate degrees in Accounting and Business Administration, as well as extensive experience in prior positions that fully utilized her skills in systems management, client relations, and business development best practices. Her past experience in lending, real estate, and retail growth strategies, coupled with various other strong competencies, will greatly support our goals in developing streamlined reporting procedures, heightened client relations, and operating with even greater efficiency.