The Senior Services of America Management Team
Lee Field
Chief Executive Officer and President
As founder of Senior Services of America, Mr. Field’s experience with senior housing encompasses over 27 years in marketing and operations, acquisition, development and finance of senior housing and care service alternatives for the elderly. During his career, Mr. Field has been instrumental in the completion of over $500M in senior housing and assisted living transactions.
Prior to the formation of Senior Services of America in 1999, Mr. Field served as an executive officer of Alterra Healthcare Corporation (AMX –ALI). Mr. Field was President of ALS Canada, a subsidiary of Alterra Healthcare Corporation (AMX-ALI). Prior to his promotion to the President of ALS Canada, Mr. Field served as Senior Vice President of Acquisition. During his tenure as the company’s acquisition officer, Mr. Field completed in excess of $130M in transactions for the company. As part of the executive management, Mr. Field played a key role in the company’s strategic planning and initial public offering efforts in May 1996.
Prior to joining Alterra, Mr. Field held a succession of executive positions including Executive Vice President and Chief Operating Officer at Crossings Corporation from 1993 until the Crossings Corporation merger with Alterra in the spring of 1996. As Executive Vice President and Chief Operating Officer, Mr. Field was instrumental in the company’s growth and recognition as an early leader in the assisted living industry. Mr. Field held the position of Vice President of Operations from 1989 to 1993, and held managerial positions in Marketing and Market Feasibility upon joining the company in 1984. Crossings Corporation was a developer, owner and operator of senior housings and assisted living projects with approximately $23M in annual revenues and 1,500 units located throughout the Western United States.
As a recognized advocate for the senior housing and elderly care service industries, Mr. Field has been an industry speaker regionally and nationally and has successfully lobbied for state legislation in support of the industry. Mr. Field currently serves on the Board of Washington Health Care Association (WHCA). Mr. Field has previously; served as the President of the Northwest Assisted Living Facilities Association (NorALFA), served on the Board of the American Senior Housing Association (ASHA) and held the position of Co-Chairman for the organization. Mr. Field is a member of the National Advisory Committee for (CARF) the Rehabilitation Accreditation Commission, a national accreditation organization and has served as a member of the assisted living task force for the American Health Care Association (AHCA).
Mr. Field has a Business of Administration from Eastern Washington University and continuing education studies Geriatric in Mental Health through the University of Washington.
Randy Trettevik
Chief Financial Officer
Mr. Trettevik is a partner in Senior Services of America and serves as the Chief Financial Officer. Mr. Trettevik has over 28 years experience in investment, financial management, development, and asset management of senior housing and healthcare properties.
As CFO, Mr. Trettevik is responsible for the overall financial operation and management of Senior Services of America, including budgeting, forecasting and financial reporting. In addition he oversees the tax and legal aspects of the company and plays an integral role in the strategic planning and asset management of the Company.
Prior to joining Senior Services of America, Mr. Trettevik served as Senior Vice President of Careage Development Company, where he was responsible for the acquisition and development of senior housing properties. In addition, Mr. Trettevik was responsible for securing construction and acquisition financing for projects. Mr. Trettevik was integrally involved with creating and implementing investment strategies for Careage.
Careage is a development and management company specializing in senior housing and healthcare properties. Mr. Trettevik joined Careage in 1998 and was instrumental in the formation of AEW/Careage, a joint venture with AEW Capital Management. The joint venture was backed by a $50M equity commitment and implemented a business plan to invest in senior housing properties totaling $250M.
Prior to joining Careage, Mr. Trettevik served as Vice President of Safecare Company, the senior housing division of Safeco Properties. Mr. Trettevik built and managed a portfolio of properties, which included hospitals, nursing homes, retirement centers and assisted living facilities throughout the nation. During his 16-year career with various Safeco companies, Mr. Trettevik was responsible for the acquisition and disposal of assets as well as creating joint ventures with industry owners and operators. Mr. Trettevik was instrumental in establishing a number of joint ventures with third party developers and operators.
Mr. Trettevik began his career with the public accounting firm Deloitte, Haskins and Sells in 1981 specializing in the audit of real estate and healthcare companies.
Randy is a graduate of the University of Washington where he earned his degree in Business Administration and subsequently passed the exam and became a Certified Public Accountant.
Sherry Egkan
Executive Assistant / Office Manager
Ms. Egkan joined Senior Services of America in 2005. As the Executive Assistant and Office Manager, Ms. Egkan is primarily the Executive Assistant to Lee Field, CEO and Randy Trettevik, CFO. Among her other duties, Ms. Egkan serves as the Office Manager for the corporate office and as the company’s Travel Manager where she coordinates the travel arrangements for the Executive Management team, as well as all company team members. Ms. Egkan has over 15 years experience in assisting upper management in the senior living industry.
Prior to joining Senior Services of America, in 2000 Ms. Egkan was the Executive Assistant to the CEO for Briazz, Inc., the owner of upscale sandwich shops in downtown locales throughout the United States. In 1998 prior to Briazz, Ms. Egkan was the Property Manager for Careage, Inc., a development and management company specializing in senior housing and healthcare properties. In 1996 prior to joining Careage Ms. Egkan served as Executive Assistant for Mr. Trettevik at Safecare Company, the senior housing division of Safeco Properties.
Ms. Egkan has resided in the Seattle/Tacoma area since 1994 when she relocated from Newport Beach, CA where she spent over 15 years as executive support and office manager for various commercial real estate companies. Sherry currently resides in Gig Harbor where she enjoys spending her spare time traveling and reading and is an avid Seahawks fan, as well as staying connected 24/7 to Senior Services of America.
John Gonzales
Chief Operating Officer
John has twenty-three years of successful and progressive experience in the senior housing and assisted living industry, holding a succession of facility, regional and corporate level positions including Executive Director, Director of Marketing, Regional Manager, Director of Operations, Vice President of Operations and Chief Operating Officer. His experience encompasses a broad range of senior housing environments including independent, assisted living, Alzheimer’s and skilled care.
John brings strong operational knowledge and skills that encompasses start-up construction as well as acquisitions, with particular expertise in “turn-around” projects. He is an effective senior-level manager with a unique ability to identify, motivate and direct resources. He has a successful record in cost containment, creative problem-solving, increasing work force productivity and possesses excellent human relations skills. He is an effective trainer and speaker, and has a solid track record in identifying and developing effective leaders within our industry.
John lives in Bonney Lake, Washington with Deborah, his wife of 19 years, and with their three beautiful and gifted children. John attended the University of Texas at San Antonio where he majored in Music and minored in Computer Science. He is an accomplished trumpeter and stays in practice by playing for military funerals and memorial events, as well as being an active participant in his church’s praise and worship band. He is a youth group leader at Calvary Community Church, leads a weekly adult bible study group and is actively involved in his community and was elected the first HOA President of his community, Brookside, a 265 home community. In this capacity John led the board in establishing the board’s mission, policies, procedures, budget process and committees, which are still in use today.
Lisa Culbert
Vice President of Marketing
Ms. Culbert has been involved in Senior Housing since 1988 and has extensive experience in all areas of senior living marketing. She has also served as an operations manager at both the community and regional levels. Prior to working with Senior Services of America, Ms. Culbert held the successive positions of Marketing Assistant, Marketing Director and Vice-President of Marketing for Crossings Corporation; a developer and operator of assisted and independent living in the Western United States. Lisa played a key role in the successful marketing and filling of start-up Assisted Living Communities for the company as well as the development of the company’s marketing systems and in-house graphic department. Ms. Culbert participated in the merger between Crossings and Alternative Living Services in 1996 and was involved in all aspects of marketing activities and transition steps during the initial public offering of Alternative Living Services (Amex – ALI). From 1996-1998, she held the position of Regional Vice-President of Marketing for ALS. From 1998-2008, Ms. Culbert had her own business, and prior to joining Crossings she was an Account Executive for a Regional Advertising Agency where she earned a “Totem Award” from PRSA (Public Relations Society of America) for her work on a Senior Housing bond issue.
Lisa received her BA in Communications from Washington State University. She has been married to her husband Kevin for 18 years and has two children. In her spare time, she enjoys being with her family, paper crafting, golfing and attending her kids school and sports activities. She is a member of the WSU and Gamma Phi Beta alumni associations and many civic organizations.
Tim O'Sullivan
Controller
Before joining Senior Services of America Mr. O’Sullivan was the controller for Mad Anthony’s Inc. which owns and operates the Anthony’s Homeport restaurant chain which includes over twenty locations in Washington and Oregon. Mr. O’Sullivan was in charge of preparing the company financial records, managing staff, working with the company’s audit firm regarding the company’s’ annual audited financial statements and additional projects delegated by the CFO and Owners as needed. Mr. O’Sullivan was with Anthony’s for over 7 years.
For 13 years prior to join Anthony’s, Mr. O’Sullivan worked for Rebar and Associates, PLLC a local CPA firm preparing financial statements, advising clients and preparing tax returns for a wide variety of Companies, Individuals and Non Profit organizations. Over the years Mr. O’Sullivan has worked with other local CPA firms working on audited financial statements and providing business consulting services.
Mr. O’Sullivan is a Graduate of Central Washington University where he obtained a bachelors degree in Accounting and also a bachelors in business administration/finance. Mr. O’Sullivan passed the CPA exam in 1986 and is a member of the Washington Society of CPA’s and the American institute of CPA’s.
Since 1998 he has been actively involved in volunteer work with the Gideons International and has served in many state and local leadership positions including Treasurer of the Washington, North Idaho and Alaska State Association.
Jill Harry
Northwest Regional Director
As an experienced Operations Director for Senior Services of America, she has successfully managed and transitioned multiple properties. Ms. Harry's experience in the areas of management, administration, human resources, marketing, fiscal operations, and health care services to support the company's continued operating development and growth. She is passionate about training staff to provide excellent care to residents and has developed innovative training programs as well as policies and procedures to ensure success at the communities she oversees. Additionally Ms. Harry has been involved in the successful turnaround of distressed communities, as well as successful start-up operations of new assisted living communities.
Ms. Harry received her Business Administration degree from Western Washington University and has completed her studies at Chapman University for a Masters in Business Administration as well as a Human Resource Certification. She also holds healthcare licenses as a Nursing Home Administrator in Washington State; and a RCFE Administrator license in California.
Marika Johnson
Director of Revenue
Ms. Johnson has over 12 years of experience working with Independent, Assisted Living and Dementia Care communities throughout Oregon and Washington state. Her experience in the senior living industry includes over 6 years as an Executive Director for several national and regional companies. She has a demonstrated passion for quality, leading her teams through a number of deficiency-free licensing surveys. Marika has experience in both the for-profit and not-for profit arenas, has an extensive knowledge of applicable state regulations, and has obtained her certification as a National Advanced Administrator from the industry-recognized Assisted Living University. Marika is a Washington State approved trainer for Revised Fundamentals of Care, Mental Health Specialty Training, and Dementia Specialty Training. In addition Marika has a certificate in Gerontology, Dementia Care Specialist Certification, and Dementia Care Provider Certification. Marika currently serves as the WHCA Chapter 2 Assisted Living Governor.
Marika was instrumental in the implementation of Senior Services of America’s enhanced care program and decentralizing the accounts receivable functions. She also coordinates the company’s group purchasing and ancillary programs.
David Dunn
District Operations Manager- Northeast Region
Mr. Dunn joined Senior Services of America in 2009 as the Executive Director of Broadmore in Teays Valley, West Virginia. He is responsible for maintaining financial stability and success, ensuring regulatory compliance, and most importantly creating a caring community environment at his facility.
David was promoted to District Operations Manager over the Northeast Region in 2011. His responsibilities include the direct oversight of Teays Valley, West Virginia, Hagerstown, Maryland, and York, Pennsylvania.
David earned this opportunity by his professional growth and performance at Teays Valley.
Prior to becoming a part of the Senior Services of America team, David served as a Human Resource Specialist and Executive Director with American Medical Facilities Management in West Virginia. As an HR Specialist, he assisted four Skilled Nursing Facilities with over 350 employees in staffing, training, recruiting, disciplining, and benefit management. He also served as an Executive Director at one of the AMFM facilities and was responsible for overall operations.Prior to joining AMFM, David worked as an Assistant Pastor at Valley Christian Assembly in Charleston, West Virginia. He enjoyed teaching, leading groups, and helping people live productive and purposeful lives. Mr. Dunn has a Master’s in Healthcare Administration from Marshall University in West Virginia. His Bachelor’s is in Marketing from West Virginia State University.
Wendy Mildner
District Operations Manager - Southeast Region
Jennifer Carpenter
Director of Sales
Ms. Carpenter joined Senior Services of America in September 2009 as the Assistant Executive Director at Broadmore Senior Living at Lakemont Farms, Bridgeville, PA. She was instrumental in returning that community to full licensure status while simultaneously increasing occupancy by more than 30%.
Jennifer was promoted to Director of Sales in November of 2010 after demonstrating a track record for increasing sales and improving revenue performance at multiple Senior Services of America communities. Her responsibilities include oversight of the sales process, marketing and sales training and development, market analysis and trend reporting with focus on central marketing functions that directly impact occupancy.
Prior to joining the Senior Services of America team, Jennifer was the Director of Sales and Marketing and the Director of Sales and Move-Ins for The Residence at Willow Lane Assisted Living and Willow Heights Independent Living in Pittsburgh, PA. While there, she consistently met or exceeded census goals, mystery shop standards and ICC policies and brought their independent living residence to 100% occupancy for the first time since opening. She also brings experience from her role as Senior Living Counselor at Hawthorne Woods Assisted Living in Washington, PA, where she increased occupancy 21% during her employ, bringing the residence to 100% occupancy for the first time since opening with a waiting list.
Jennifer has an extensive background in sales and marketing, multi-media sales, consultative sales and training and development of staff. She has a passion for helping those with physical or memory impairments maintain the highest level of functioning with dignity and is a trained Alzheimer’s Association support group leader.