W. David Stauffer Jr. – President

W. David Stauffer Jr. began his career in the financial service industry in 1983, after graduating from UCLA with a Bachelor of Science degree in biochemistry.

Dave is a Certified Investment Management Analyst and a member of the Investment Management Consultants Association. He is a third-generation wealth advisor. His grandfather served as a financial advisor for more than 30 years and retired in 1976. Dave’s father served as a financial advisor for over 40 years, all with the same financial firm, retiring in 1991.

Dave is the former president of the Board of Directors and a current board member of the Boys and Girls Club of Central Orange Coast, and the current treasurer of the Boys and Girls Club of Central Orange Coast Foundation. He was honored as the Club’s “Dream Maker” in 2012. Dave also serves on the finance committee of Goodwill of Orange County and is the advisor to the investment committees of The Wooden Floor and his church. He also enjoyed more than 20 years of service in the Santa Ana Rotary Club.

“Giving to Orange County nonprofit organizations and charities guarantees help to the neediest families, women and children,” Dave says. “I’m proud of the gifts the Foundation provides and have witnessed the lives that are improved every day by the groups we support.”

Morgan Roach – Vice President, Secretary

Morgan Roach is a business executive and founder of a software and consulting firm specializing in the high-line automotive sectors. The firm has been featured in numerous publications, including Business Week, the Orange County Register and Sales & Marketing Magazine.

After receiving his Bachelor of Science degree in business, Morgan worked in his family’s business. He went on to start his own software and consulting company which quickly grew and gained the trust and confidence of major manufacturers and dealers nationwide, including Mercedes-Benz USA, BMW of North America and others.

Morgan has served in the Santa Ana Rotary Club, Vistage, Fullerton Elks, board of directors of the Idaho Youth Ranch and the Entrepreneurs Organization, and continues to be active in his community.

Morgan has been involved with the O.L. Halsell Foundation since 1996. “It is personally fulfilling for us as trustees to provide Foundation funds to worthy Orange County charities,” Morgan says, “because we are ensuring that Oliver Halsell’s wishes to help the less-fortunate live on.”

Morgan lives in Idaho and is a proud single father of four boys. He enjoys skiing, golf and aviation. One of Morgan’s favorite quotes comes from World War II British Prime Minister Winston Churchill, who said, “We make a living by what we do, but we make a life by what we give.”

James Schramm – Vice President, Treasurer

James W. Schramm has been a Certified Public Accountant for more than 40 years. He graduated from California State University, Fullerton in 1969 with a Bachelor of Science degree in accounting and received his certificate as a Certified Public Accountant from the State of California in 1971.

Jim began his career with Price Waterhouse and Co. in Santa Ana and after five years transferred to the Los Angeles office. After spending almost 11 years with Price Waterhouse he joined the firm of Finley and Rowley in Santa Ana. After Mr. Finley’s retirement and Mr. Rowley’s passing, he became the sole owner of the practice known as James W. Schramm, Certified Public Accountant, Inc. Jim retired in 2013. 

Jim was a member of the Santa Ana Rotary Club for more than 20 years, a member of the board of directors of the Boys and Girls Club of Santa Ana for almost 25 years and a member of the Orange County Corporate Combined Volunteer Project for eight years. While a member of Santa Ana Rotary he served as treasurer for many years and was instrumental in forming the Santa Ana Rotary Foundation.

He served as treasurer, vice-president and president of the Boys and Girls Club of Santa Ana, was instrumental in bringing in the Orange County Corporate Combined Volunteer Project to renovate the facilities; he also helped form the Boys and Girls Club of Santa Ana Foundation. While with the Orange County Corporate Combined Volunteer Project, he chaired the project to renovate the Girls, Inc. facility in Costa Mesa.

Professionally, Jim has been a member of the American Institute of Certificated Public Accountants and the California Society of Certificated Public Accountants for more than 40 years. As a member of the Members Insurance Plan Committee, he helped establish the California Accountants Mutual Insurance Company, which currently provides errors and omission insurance to accountants in more than 20 states.

“Serving on the Board of Trustees for the O.L. Halsell Foundation gives me the opportunity to serve the fine charities that benefit the Orange County community – the community that has been so good to me and my family,” he said.