Member At Large
TreasurerResidence in Estes Park: Since 6/2018 Prior Experience: From 2004-2018 I was the administrator at an Eye Institute at an academic medical center in Milwaukee, Wisconsin. I was in charge of both the health system (hospital) side and medical school (physician) side. This was a relatively large operation with combined revenues of over $40 million and more than 250 staff. We provided more than 80,000 patient visits and 4000 surgeries per year. During my tenure our profit on the hospital side increased by twenty-fold and on the medical school side we were able to put over $1 million in our endowment fund for each of the last several years I worked there. In addition to our financial success we were consistently in the 90th percentile in patient satisfaction and in the upper tier in both staff and physician satisfaction. Prior to this position I was part of the senior leadership team in a community hospital in a suburb of Milwaukee where I was responsible for physician relations and business development. Key achievements included the acquisition of several physician groups and a significant increase in surgical volume. I have also held leadership positions in managed behavioral healthcare where I directed outpatient services in multiple clinics. Although I have not practiced clinically for over 25 years, I am currently a licensed psychologist in Wisconsin and Colorado. Prior Participation in community Boards or Committees: In my professional career I was consistently involved in both boards and committees involved in specific projects (for example: converting to EPIC, construction), improving operations, and on search committees (hiring physicians and senior leaders). In Wisconsin I was on the board of directors of our religious organization. Currently I am a board member of our Condo Owner Association. Educational Background: PhD Educational Psychology, University of Minnesota MA Human Development, University of Connecticut BA Psychology, University of California at Berkeley. Narrative: I believe I can make an impactful contribution that supports the provision of excellent and sustainable healthcare in the Estes Valley. Based on my career experience and education, I can contribute workable ideas and make decisions that will help Estes Park Health provide quality services in an effective and efficient manner. In my work I thoroughly enjoyed creating an environment and culture where staff were supported in their efforts to provide excellent service. This resulted in a high degree of staff satisfaction and excellent customer/patient satisfaction. Estes Park Health is facing a number of significant issues. These include the viability of a merger or incorporation by a larger healthcare system, the ability to hire and keep a quality health care staff, and Colorado Proposition 106, Access to Medical Aid in Dying. I have worked both in large healthcare systems and in a community hospital. These experiences will provide me with multiple perspectives on any discussions that would consider a potential incorporation of Estes Park Health by a larger system. I have experience in developing strategy and tactics to both engage and maintain a quality health care staff in an increasingly competitive healthcare environment. I support Proposition 106 as I believe it is part of providing quality and respectful healthcare to both patients and their families. As a member of the board, I will be guided by what will best support the provision of excellent and sustainable healthcare to the community.
Prior work experience:
Epidemiologist/Advisor, Global Medicine & Occupational Health Department, ExxonMobil, 1990-2012; Associate Director, Preventive Cardiology Program, New Jersey Medical School, 1986-1990; Post-Doctoral Fellow, Cardiovascular Disease Prevention, New Jersey Medical School, 1984-1986; Co-Chief Medical Psychology Intern, Duke University Medical School, 1981-82; “Live For Life” Wellness Program, Program Development, Training, and Delivery Consultant, Johnson & Johnson, 1979-81 and 1982-84; Research Assistant, Rutgers University, 1978-1979; Teaching Assistant, Ball State University 1977-78; Volunteer Leader, Peace Corps Afghanistan, 1973-1977; Peace Corps Volunteer, Peace Corps Afghanistan,1971-73.
Current Volunteer Work:
Chair, Estes Park Medical Center Board of Directors, Chair, Estes Valley Community Fund Committee of Community Foundation of Northern Colorado; Chair, Estes Park Development Corporation (EDC) Competitive Broadband Committee; Chair, EDC Strategic Planning Committee; President, Meadowdale Hills Property Owners Association Board of Directors; Editorial Board Member, Estes Park Trail-Gazette.
Past Volunteer Work:
Training Coordinator, YMCA of the Rockies Hikemaster Program; Board Member, Estes Park Non-Profit Resource Center; Resource Coordinator, Estes Valley Amateur Radio Club; Member, Estes Valley Broadband Engineering Project Oversight Committee; Estes Park Ambassador; Board Member, Estes Park Ambassadors; Training Coordinator, Estes Park Ambassadors; Board Member, Estes Park Newcomers; Coordinator, Friends of the Estes Valley Community Center; Coordinator, Estes Park One Percent Sales Tax Campaign; Coordinator, Estes Park SB-152 Broadband Campaign; Coordinator, Estes Valley Community Center Campaign; Estes Valley Community Center Design Advisory Group.
Kalamazoo College, BA, Psychology; Ball State University, MA, General and Experimental Psychology; Rutgers University, PhD, Clinical Psychology emphasizing Psychophysiology and Behavioral Medicine; Medical Psychology Internship, Duke University Medical School; Postdoctoral Fellow, New Jersey Medical School, Cardiovascular Disease Prevention; Rutgers University/Robert Wood Johnson Medical School, MPH, Epidemiology and Quantitative Methods; University of Texas School of Public Health, DrPH – Occupational and Environmental Health, completed coursework and qualifying exam.
Selected Professional Experience:
New Jersey Medical School: Co-Principal Investigator of two National Institutes of Health multi-center research studies on Hypertension and Hypercholesterolemia prevention, Designed, conducted, analyzed, and communicated studies of cardiovascular disease issues; Coordinated multi-disciplinary teams to address research and/or operational issues.
ExxonMobil: Managed a variety of operational units; Medical information systems: supervised program and practice implementation, quality analysis and reporting, Designed and implemented international drug and alcohol testing program; Designed and conducted international training and reporting programs for operational quality control assessment, Designed and implemented multi-county financial and operational outcomes reporting systems.
I care deeply about Estes Park Health and its critical importance in serving the healthcare needs of our
My role as Board Secretary with the Estes Park Health Foundation has provided me the opportunity to
better understand these needs and the importance.
Estes Park Health faces significant emerging and ongoing competitive challenges from larger healthcare
systems. There are other challenges as well, such as evolving healthcare delivery options, demographic
changes, work force availability, rising costs of supplies and labor, availability of advanced technology,
investment capital and reimbursement. In assessing these challenges, I will be guided by the principles of
what will provide excellent and sustainable healthcare to our community.
I have over 40 years of serving in senior leadership, advisory roles, and board memberships including:
Partner, Kerlin Capital Group, Los Angeles, CA; Chairman and Chief Executive Officer, Unilectric, Inc.,
Austin, TX; Chief Operating Officer, Farmer Brothers Coffee, a major food manufacturing and
distribution organization; Senior Vice President of ConAgra, Inc., responsible for global strategic
planning and mergers and acquisitions; and board positions at Coffee Bean International, Sav Max Foods,
For the past 20 years I was a partner at Kerlin Capital Group, a private investment banking firm in Los
Angeles, California, advising corporations and closely held privately owned businesses in need of
operational guidance and performance improvement as well as working for buyers and sellers to
maximize corporate value in a merger and acquisition advisory role. I have helped companies clearly
understand their business positions and create alternatives to positively move forward.
Previous Participation on Local Boards or Committees:
Estes Park Health Foundation, Secretary, Investment Committee, Board Development Committee
Estes Park Museum, Investment Committee
Estes Valley Planning Advisory Committee
University of Florida, BA
Harvard University School of Business, Executive MBA
Stanford University School of Business Executive Program, Advanced Marketing Strategy
US Naval Aviation Officers Candidate School and flight training program
US Navy, Commissioned Officer 1969 – 1974
I look forward to working with members of the Board of Estes Park Health, the Senior
Leadership Team, and Medical Staff in addressing the changing needs of the hospital and the challenges
presented by today’s health care environment. Going forward, I will bring all my experience and
expertise in financial, strategic, operational analysis, merger and acquisitions and valued-added aspects of
transactions to the decision-making process. As a team, we need to distill a clear understanding of Estes
Park Health’s strengths, weaknesses, opportunities, and threats. We must comprehend how these aspects
fit into today’s competitive environment, making sure we define, understand, and accentuate our
distinctive competences. I will confirm EPH’s strategic, and operating plans reflect these strengths and
build upon the core competencies.
Professional Work Experience:
2006 – Current The Spruce House, Inc. Estes Park, CO CEO and President
100% ownership of this multi-store, year-round retail operation comprised of two Christmas Shops and a women’s fashion boutique.
2006 – Present The Spruce House 125 Spruce Drive Estes Park, CO
2010 – Present The Christmas Shoppe 330 E. Elkhorn Ave Estes Park, CO
2010 – Present The White Orchid 344 E. Elkhorn Ave Estes Park, CO
Oversight of a four-member management team, with nine, year-round employees. Employ up to twenty-five staff seasonally. We focus on Enhanced Hospitality through team communication and trust. Our priorities are #1 – Staff, #2 – Customers, #3 – Community, #4 – Suppliers, #5 – Sustainability.
1992 – 2004 R&B Solutions Waukegan, Il. Executive Vice President
30 % owner. Firm provided receivables management solutions to hospitals across the nation serving over 200 clients. Responsible for marketing and business development. The firm was a two-partner law firm with 7 employees in 1992. In 1994, the firm incorporated, and I joined as a shareholder. The company was managing over $20 million dollars in contracts at my departure in 2004.
1989 – 1992 HHL, Inc. Evanston, IL Patient Account Specialist
1976 – 1989 Mercy Hospital, Davenport, IA Patient Accounting Supervisor
Professional Board Experience:
November 2017 – Present Park Hospital District Board of Directors, Board Secretary
Elected to serve on the Board of Directors. Appointed to serve as Secretary by the Board Chair.
May 2017 – November 2017 Park Hospital District Board of Directors, Interim Board Secretary
Selected by Larimer County Commissioners to serve as Interim Board member following the resignation of all five of the elected Board members.
2011 – 2017 Estes Valley Partners for Commerce (EVPC)
Past Board member and Past President. Served as President during the time the task force was engaged to establish Estes Park Economic Development Corporation (EP EDC) and during the 2013 floods.
2015 – Present Estes Park Economic Development Corporation (EP EDC)
Board member and Past Chair for the Work Force Housing Committee.
2015 – 2017 Estes Park Inc. (EPIC)
Board member leading the development for The Rocky Mountain Performing Arts Center.
2014 – Present Estes Park Health Foundation (formerly Estes Park Medical Center Foundation)
Board member since 2014. Selected to join the Steering Committee in 2015 which was comprised of members from the Estes Park Medical Center Hospital Board, Estes Park Medical Center Foundation Board, professionals, physicians and consultants whose role is to secure funds through a capital campaign towards a Wellness Center. Served as the Chair for the Individual donor fundraising Campaign.
Member At Large
Bill was honored to serve on the Estes Park Town Board from 2004 to 2016, with 8 years as Mayor and also as a member of the Platte River Power Authority Board. He also served on the Colorado Independent Ethics Commission from 2011-2016. Bill was the Town’s representative on the Open Lands Board from 2006-2008, and played a key role in the acquisition of Hermit Park by Larimer County. As Mayor Pro Tem, he facilitated the 2017 Team creation of the Economic Sustainability Vision and Recommendations adopted by the Town Board. He also testified before the Congressional Subcommittee on behalf of Wilderness Designation for Rocky Mountain National Park; and was present at the signing of the Omnibus Bill in 2009. During his term as mayor, he focused on improving community awareness and involvement, and the implementation of policy governance and strategic planning.
Bill was appointed to the 5-member Interim Hospital Board Park appointed by the Larimer County Commissioners, and is currently Member at Large. Bill is also a member of the Estes Park Housing Authority Board.
Bill and his wife, Sue, retired to Estes Park, following his 40-year career with Weyerhaeuser in Fine Paper sales, marketing and strategic planning. As Manager of Planning and Analysis, he played a key role in business planning and strategy development. As manager of Planning and Analysis, he also had responsibility for marketing communications, technical services, and the recruiting, hiring and training of sales and marketing personnel. He also was a member of the Corporate Marketing Committee and New Products Development team, and participated in a Japan Study Mission and a Baldridge Award Application. In addition, he had numerous special assignments, including acquisitions and divestments; and was the Fine Paper representative to paper and printing industry statistical and market research organizations.
During his Weyerhaeuser years, he gained extensive leadership and supervisory experience, as well as team building, analytical concepts and processes, and working effectively with individuals of diverse backgrounds and interests. As a trained facilitator, he helped teams address issues and opportunities to achieve superior results. Municipal government provided an opportunity to apply his business experience to address improve governmental processes and strengthen relationships with other governmental entities.
Bill grew up on a farm in Massachusetts, and graduated from Amherst College, with a BA degree in Economics. Following Amherst, he served on active duty as an Air Force ground intercept controller in Morocco and New Mexico; and eventually retired from the Reserve as a Major.
Following active duty, he was hired by a small Massachusetts paper company, and after extensive training was assigned to a New England sales territory. The company was purchased by Weyerhaeuser and merged with another small paper company and the combined managements were restructured to become the Weyerhaeuser Fine Paper. As demand for printing and business papers exploded during the 60s and 70’s, Weyerhaeuser recognized the opportunity, and began investing in acquisitions and state-of-the-art manufacturing equipment to produce commodity business and printing papers. By the time Bill retired in 2000, Weyerhaeuser owned 8 mills in the US and Canada, and had become one of the largest manufacturers of uncoated printing and business papers in the world.
During his college years, Bill worked on farms, on a trail crew in the mountains and in paper mills, and developed a strong work ethic and a sense of integrity and self-reliance which continues to influence his life today. Bill and Sue considered retiring to the lakes and mountains of New Hampshire until they discovered Estes Park and Rocky Mountain National Park. With a history of community involvement and volunteering, they volunteered in the National Park, and served as volunteer naturalists both with Rocky Mountain National Park and with the Larimer County Department of Natural Resources.
Bill has served on numerous served on numerous local non-profit boards, including the Estes Valley Land Trust, the Art Center of Estes Park, the Estes Park Chorale, The Oratorio Society, Estes Park Museum, Estes Park Housing Authority, and the Park Entrance Mutual Pipeline and Water Company. Bill and Sue continue a 19-year weekly commitment to collect baked goods and dairy products at local groceries for Crossroads Ministry for distribution to needy families.
In their “spare time”, Sue and Bill enjoy hiking, skiing and snowshoeing; and pursue their knowledge and love of the southwest through visits to the National Parks and Monuments and unique geological and archeological sites in western Colorado, southern Utah and northern Arizona.
They have 7 kids and 5 grandkids spread out between Arizona, California, Massachusetts, and Pennsylvania, and they also take periodic trips east for birthdays and family celebrations and to remind them of why they moved to Colorado.
The Board of Directors provide oversight of operations, financial health, and quality initiatives which are so important in providing consistent quality care to our patients, our visitors, and to those in our community. Our Board is comprised of elected residents who are passionate about providing quality health care in our community and who have experience in business operations. The Board is an excellent cross-section of our community and meets publicly each month at Estes Park Health to conduct medical center business.
Our primary purpose at Estes Park Health is to provide the highest quality, safest patient care at all levels. We are committed to continually finding ways to improve patient experiences, patient outcomes, and improve overall wellness for all citizens. We have excellent people at all levels within the medical center to take care of the medical needs of you, your family, and your friends.
For information about contacting a Board Member, please contact the Executive Assistant in the Estes Park Health Administration Office at (970) 577-4470.