Board Members

Deron Bocks

Over a career spanning more than three decades, Mr. Bocks has demonstrated success in the financial and investment industry with both entrepreneurial ventures and corporate organizations. As President of CapMatrix, he directs the firm and serves its clients with expertise in capital markets, business development, strategic planning, finance, start-up operations and other areas of specialty. Prior to founding CapMatrix, he spent five years as President and Chief Operating Officer for The True Life Companies, leading the success of the Arizona-based real estate investment and development firm. He also served as founder and President of two nationally charted commercial banks headquartered in Arizona. Among his many community involvements, Mr. Bocks is a founding member of the Young President’s Organization-Scottsdale Chapter, and is the current Chapter Chair of YPO Gold Arizona.

Jim Brewer

Mr. Brewer has been a banker for over 40 years with a proven track record in Senior Management as well as in commercial and real estate credit. He has had the pleasure of serving as the President and CEO of several independent banks. Additionally, he has served as the Chief Credit Officer for several banks in excess of $2 billion. Mr. Brewer has a proven ability to provide leadership, direction and guidance to both management and staff and has successfully grown and developed departments, divisions and organizations with a focus on enhanced shareholder returns and on achieving long term strategic objectives.

Brian Duling

Brian Duling is a senior financial executive with over 30 years’ experience as a CFO, consultant, and board member for both private and publicly-held high tech firms.

Mr. Duling has worked primarily in high tech industries – including wireless telephony, IT consulting, GPS, managed services provider (MSP), and software development (SaaS) industries. Before moving to Arizona, he was the VP-Finance and CFO for then-SBC Communications (NYSE: T) subsidiary Cellular One-Chicago. Mr. Duling subsequently held equity positions in three privately-held start-up companies, where as CFO he helped lead all three organizations to rapid, profitable growth and successful acquisitions by publiclyheld firms. Mr. Duling has additional publicly-held experience from serving as CFO for Trimble Mobile Solutions, a wholly-owned subsidiary of Trimble, Inc. (NASDAQ: TRMB).

He most recently has served as the Chief Financial Officer for privately-held Cameo Global, Inc., headquartered in Silicon Valley with 18 worldwide offices, and in 2021 led the high-tech company’s sale to a private equity-backed firm out of NYC. Mr. Duling has played the lead finance role in several mergers and acquisitions totaling in the hundreds of millions of dollars as well as numerous capital raises, has a
Bachelor of Business degree from Western Illinois University and holds a Master of Business Administration degree from the Keller Graduate School of Management in Chicago, IL, and is a member of the Institute of Internal Auditors.

Gonzalo A. De La Melena Jr.

Gonzalo de la Melena serves the community as the President of the Arizona Hispanic Chamber of Commerce (AZHCC) & Operator of the Phoenix Minority Business Development Agency (MBDA), the States leading advocate representing more than 150,000 Minority Business Enterprises. Gonzalo is also the Founder of Emerging Airport Ventures, LLC a concessions company with food, beverage and retail holdings in Phoenix – Sky Harbor International Airport.

Gonzalo has over 20 years of global management experience. He began his career in consumer products with Coca-Cola Enterprises before joining The Dial Corporation where he conducted business in more than thirty countries before the age of thirty.

Gonzalo serves as a member of The Corporate Advisory Board for JPMorgan Chase Bank of Arizona, Board of Directors – Fiesta Bowl, The Global Council of Thunderbird, The School of Global Management and as a Board Member of Valley of the Sun – United Way.

Gonzalo is recipient of the Phoenix Business Journal 40 under 40 and is a graduate of Valley Leadership. Gonzalo received his MBA from Thunderbird, School of Global Management and earned his undergraduate degree in business from Arizona State University.

Beau Lane

As Executive Chairman, Beau has spent the past several decades growing LaneTerralever into one of the largest and most successful agencies in the region. He helped oversee the merger of E.B. Lane and Terralever to form Arizona’s largest and advertising firm providing clients services in all aspects of the marketing mix.

Beau was named 2013 Ad Person of the Year by Phoenix Ad Club and under his direction the agency has received national and local recognition for years of award winning work. Beau’s knowledge and passion for the business has helped attract numerous high-profile clients such a Arizona Super Bowl Host Committee, National Bank of Arizona, Arizona Lottery, Cable ONE, Visit Phoenix, Arizona Cardinals, Toyota, Blue Cross Blue Shield and Shamrock Foods.

Beau lends his natural leadership skills to support the vitality and economic future of Arizona through hours of community involvement. He serves as a member of several boards and committees for organizations, including Greater Phoenix Leadership, Phoenix Community Alliance, World President’s Organization, Luke Air Force Base Honorary Commander, Phoenix Country Club and the prestigious industry organization, America Association of Advertising Agencies.

In 2022 Beau was a candidate for the Republican nomination for Secretary of State and remains dedicated to public policy issues for Arizona.
A dedicated husband and father of four, Beau is a graduate of the University of Denver with a degree in mass communications and history.
Beau is proud to call himself a native Arizonan.

Mike Miller

Mike Miller is a recently retired executive of Nationwide Insurance. Mike is now the President and CEO of Pivix Specialty Holdings headquartered in Scottsdale, Arizona. Previously, he was the CEO of Ategrity Specialty Insurance Company.

Mike began his insurance career in 1977 and joined Nationwide in 1985. He currently serves on the board of Arizona Musicfest and Defiance College. Previously, he served on the Boards of Valley of the Sun United Way, Grand Canyon Chapter of the American Red Cross, Scottsdale Arts, and The Boys and Girls Clubs of Greater Scottsdale.

Mike earned a bachelor’s degree from Defiance College and an MBA from Indiana University. His insurance designations include the CPCU, CLU, ASLI, ChFc, ARe and FLMI.

Bill Rogers

A native Arizonian and graduate of ASU, Mr. Rogers has over 27 years’ experience in the mortgage industry. As CEO & Founder, Bill was instrumental in the development of Homeowners Financial Group (HFG) and its unique culture. His goal was to create a place to work where all associates feel empowered, knowing they each hold an important role in the success and growth of HFG.

Bill was named a two-time honorary member of Arizona State University’s Sun Devil Select Class by ASU’s W.P. Carey School of Business, honoring top alumni who have shown innovation, growth, and entrepreneurial spirit. He has been named a “Most Admired Leader” and “40 under40” by the Phoenix Business Journal, “Philanthropic Contributor of the Year” by Arizona Real Estate Achievement and was honored with the Arizona Corporate Excellence “Community Impact” Award. Notably, he also received the 2019 Founder’s Award from Industry Leaders of Arizona and was featured in the 2020 edition of Az Business Leaders as one Arizona’s most respected and influential professionals. Bill has lobbied in Washington, D.C. for the Mortgage Bankers Association, and authors numerous articles about the industry.

Passion for community and family led Bill to incorporate philanthropy and giving back to hundreds of local and national charities across the country. His commitment to serve others culminated in the launch of the nonprofit organization The Care Fund, which was founded by Bill. The Care Fund, which has raised over $3 million since its inception, grants mortgage and rent payments to families whose children are seriously ill or injured and allows them to stay in their homes while caring for their child.

Jody Sarchett

An industry trailblazer, dedicated mentor and tireless community steward, Jody Sarchett serves as CEO & President for Lovitt & Touché, A Marsh & McLennan Agency LLC Company — one of Arizona’s largest and most well-known insurance brokerages. An integral member of the leadership team, Jody drives a significant and lasting impact on the culture and direction of the company, its clients and the local community.

In her role, Jody guides company operations, workflow strategy and the organization of essential business processes, ensuring all business functions run efficiently and planning changes to day-to-day operations as needed to meet objectives.

Additionally, she facilitates business growth, overseeing business development efforts including management of the broker team, steering talent recruitment efforts, setting the direction for strategic marketing activities and helping clients with complex and diverse insurance needs.

Instrumental to Lovitt & Touché’s growth since joining in 2003, Jody has played a critical role in attracting many of the state’s most respected businesses, expanding the team and innovating service offerings. She has cultivated a strong reputation for delivering long-term profitable solutions, having guided a wide range of high-profile clients in manufacturing, nonprofit and construction while providing expertise in risk management, strategic planning, underwriting, workers’ compensation, financial analysis, professional liability, health insurance, D&O, mergers and more. She is also a Certified Risk Manager, a rigorous and respected industry designation.

Jody has achieved the Chairman’s Club or President’s Club recognitions year after year, which are only earned by the top one or two sales executives annually. She has been honored among the Phoenix Business Journal’s Outstanding Women in Business and Most Admired Leaders, recognized by Az Business Magazine as a top business leader and earned numerous honors from leading insurance trades for her industry leadership. Personally, Jody has a steadfast commitment to supporting local nonprofits.

For more than 8 years, she has lent her expertise to the Chicanos Por La Causa Board, one of the largest Hispanic nonprofits in the country helping low-income individuals become self-sufficient. As an active member of the organization’s Finance Committee, Jody helps oversee strategic financial planning and management, as well as examine the budget and auditing process and review all major projects, including strategy, sector, regulations and associated return on investment. Similarly, she lends her professional skills to monitor risk of investment, including financing, debt thresholds and cash. Her professionalism and financial savvy are pivotal to the organization, which has quadrupled in size and scope in recent years as it expands its services and advocacy to underserved communities and individuals.

Additionally, she is a long-time and active member of the Board of Directors for the Boys and Girls Club of Metro Phoenix, which provides vital services to more than 27,000 Valley youth annually. Jody also served for a decade on the Board of Directors for Homeward Bound, a nonprofit providing transitional housing and social service programs for homeless or abused women, children and families. Jody’s passion for charitable work extends to internal company efforts. She has led the Lovitt & Touché Heart Walk committee to support the American Heart Association and she is a member of the association’s Circle of Red, a group of women who motivate, inspire and support heart health in their communities.

Jody is active in the professional community as well. As a member of the Arizona chapter of Financial Executives International, she has co-chaired the Membership Committee. She is also a member of the Risk and Insurance Managers Association and Phoenix CFO-CEO Group, and is a former member of the Healthcare Financial Management Association. Additionally, Jody is a graduate of Valley Leadership, Class 33.

Jody graduated from Tarleton State University in Texas with a bachelor’s degree in Business Administration and Finance, Magna Cum Laude.

Jody is also a lifelong rodeo competitor. The youth, high school and college champion roper continues to compete to this day. She is a United States Team Roping Champion and Pro Rodeo Barrel Racing Circuit Champion.

Rob Schwister

Rob is a highly accomplished financial industry executive with a proven track record as a strong leader. He has taken leadership roles at community banks, redeveloped entire commercial lending teams, and raised profitability to high-performance standards.

Rob began his career as a Sales Engineer for A.O. Smith Corporation, a publicly traded company based in Milwaukee, Wisconsin. While employed by A.O. Smith, Rob obtained his MBA at Rochester Institute of Technology, where he developed a passion for the finance industry. After several more years as a Sales Engineer, Rob levered his education and work-experience into a completely new career in the financial services industry with a role as a Commercial Lender for a community bank. Rob’s strong knowledge of manufacturing gave him a significant advantage in the Commercial & Industrial (C&I) lending space, and he rapidly developed a strong reputation as a reliable, trustworthy lender who understood his client’s business.

Rob showed his natural leadership skills as a commercial lender and was recruited to manage a team at Home National Bank, where he successfully delivered strong results for the bank. While there, Rob obtained his Masters in Banking from Sheshunoff Banking School, which further prepared him for continued success in banking. After five years at Home National Bank, he took on the opportunity to serve as Arizona Market President for Alerus. In that role, Rob built a team of commercial bankers, treasury managers, consumer bankers, and mortgage bankers, over 20 professionals combined. Prior to joining Gainey Business Bank, Rob served as Executive Vice President of a leasing company in Scottsdale, where he managed banking programs and assisted with various business development endeavors.

Rob has been featured as an AZ Business Leader six times, and he was featured as an AZ Business Leader to Watch in 2021. Rob is passionate about the banking industry, having been actively involved in the Arizona Bankers Association for over 12 years, most recently serving as Executive Director and Vice Chairman.

His passion for the community is exemplified in his impressive history of service to several non-profits including service as a Site Council Member at North Ranch Elementary School, a Board Manager for the YMCA of Scottsdale/Paradise Valley, and as a Director for Thunderbird Field II Veterans Memorial.

Rob and his wife, Suzanna, live in Scottsdale. They have two adult children. The eldest, Madeline, is a Business Manager for a consulting company, and lives in Tacoma, Washington. She is married to Second Lieutenant Alec Young, who is a C-17 pilot for the U.S. Air Force. Rob and Suzanna’s son, Jack, lives in Scottsdale and works as a Welding Instructor for East Valley Institute of Technology. Rob and Suzanna enjoy golf, hiking, and travel, and spending time at their second home in Flagstaff, Arizona.

Melissa Trujillo

Melissa Trujillo is Co-founder and President/CEO of the Be A Leader Foundation which she and her husband created in 2002. The Foundation is a platform for young aspiring students and serves as an incubator to develop academic and leadership skills required of elementary and high school students to become college bound, focused and prepared.

Melissa has been a steward of education throughout her life and started focusing on helping underprivileged youth with her husband in 1991. As a couple, they committed themselves to helping provide much needed technology in the Roosevelt School District and ultimately created the Roosevelt Community Technology Center to provide free access to computers for all members of the Roosevelt Community. Melissa is also an owner and Chief Operating Officer of Cambios y Servicios, (CyS) an Arizona corporation specializing in Airport concession retail since 2001. CyS has been a Joint Venture partner with the Hudson Group for over 14 years, together owning retail stores in both Phoenix Sky Harbor International Airport and Tucson International Airport. Including overseeing the management of the dayto-day operations of all designated ACDBE retail locations, her extensive retail expertise allows for the utilization of local vendors and a continuous search for new local vendor opportunities. CyS is also proud
to maintain a healthy business relationship with local Airport staff and Directors as well as local government officials on behalf of the Joint Venture.

Melissa has over 25 years of financial, management and entrepreneurial experience through not only her work at the Be A Leader Foundation and Cambios y Servicios, but also through several previous senior finance management roles including Chief Financial Officer for Commac, a commercial realestate securitization company based out of Washington, D.C. and Southwest Harvard Group Venture Capital in Phoenix, Arizona. In 1997, Melissa became the President & Managing Partner of Sunven Entertainment Group, which owned and operated the Red River Music Hall, a 1,000-seat concert venue located near Arizona State University. Melissa was instrumental in the turnaround of the company and continued to operate it until it was successfully sold in 2003. After selling her business, Melissa and her husband, Gary, decided to focus primarily on creating and building the Be A Leader Foundation to support aspiring youth to obtain a college education. Be A Leader is focused on providing college-going programs for over 8,000 students in high need school districts within the Phoenix community. She is an avid supporter of promoting the need to obtain a college education and to provide the mentorship and guidance needed to those who, like herself, must achieve it on their own.

Melissa received her Bachelor of Science degree in Finance, Magna Cum Laude, from the W. P. Carey School of Business at Arizona State University. She and her husband, Gary, reside in Central Phoenix and have two children, Alexander and Sophia.

Jim Unruh

Over a period of four decades, James Unruh’s business experience has put him squarely in the midst of the trends and forces shaping business today.

James A. Unruh is the Founding/Managing Principal of Alerion Capital Group, LLC, a private equity and management advisory firm. Alerion’s focus is on fusing the power of capital with its business leadership strengths to pursue strategies that significantly enhance the quality and value of the technology sector later-stage, small to middle-market businesses in which it invests.

Prior to founding Alerion Mr. Unruh held the position of Chairman and Chief Executive Officer of Unisys Corporation from 1990 to 1997. In this role he led the Unisys transformation from a traditional mainframe computer supplier to a globally recognized information technology and services company. He re-engineered its business portfolio, organizational structure and culture, and led its financial revitalization. Jim’s extensive professional experience includes general management, marketing and financial positions in several large publicly held companies, including the position of CFO in three.

Mr. Unruh is a member of the board of directors for CSG Systems International and formerly served on the boards of Prudential Financial, Inc. including as Audit Committee Chair, Tenet Healthcare including as Audit Committee Chair, Qwest Communications, Inc. including as Compensation Committee Chair, and CenturyLink, Inc. Jim also serves as a director of various privately held companies in connection with his position at Alerion and as Board Chairman of the University of Jamestown.