Agenda packet — Morro Bay City Council, January 14, 2026

CITY OF MORRO BAY
Notice of Special Meeting of the City Council
Agenda

Wednesday, January 14, 2026, 4:00 p.m.

Veterans Memorial Hall
209 Surf St., Morro Bay, CA
Public Participation
Public participation is offered in the following ways:
• Community members may attend the meeting in person at the Morro Bay Veterans Hall.

Alternatively, members of the public may watch the meeting and speak during general Public Comment or on a specific agenda item by logging into the Zoom webinar using the information provided below. Please use the "raise hand" feature to indicate your desire to provide public comment.
•
• NEW!! Zoom webinar link: https://us02web.zoom.us/j/82429164990 Or Telephone Attendee: 1 (669) 444-9171 or 1 (669) 900-9128 or 1 (346) 248-7799; Webinar ID: 824 2916 4990. Press *9 to raise hand for public comment. •
• Meetings are also livestreamed on the City's website.

Community Members are encouraged to submit agenda correspondence via email to the City Council at [email protected] prior to the meeting. Agenda correspondence received by 10:00 a.m. on the meeting day will be posted on the City website.
•
Pages

1. ESTABLISH QUORUM AND CALL TO ORDER

2. PUBLIC COMMENT FOR ITEMS ON THE AGENDA

3. SPECIAL MEETING AGENDA ITEM(S)

3.a Advisory Board Interviews and Appointments 1
(City Clerk)
Recommended Action
Conduct interviews to fill upcoming vacancies on the Recreation & Parks Commission, Harbor Advisory Board and Citizens Oversight/Finance Advisory Committee for 4-year terms beginning February 1, 2026.

4. ADJOURNMENT
/s/ Carla Wixom, Mayor
This agenda is subject to amendment up to 24 hours prior to the date and time set for the meeting. Please refer to the agenda posted at City Hall, 595 Harbor Street, Morro Bay, CA 93442 for any revisions or call the Clerk's office at (805) 772-6205 for further information.

In compliance with the Americans with Disabilities Act, if you need special assistance to participate in a City meeting, please contact the City Clerk's office at (805) 772-6205 or [email protected] at least 24 hours prior to the meeting to ensure reasonable arrangements can be made to provide accessibility to the meeting.

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Prepared By: ___DS__ Dept Review:____________
City Manager Review: _AL_____ City Attorney Review: ________

Staff Report
TO: Honorable Mayor & City Council DATE: January 7, 2026 FROM: Dana Swanson, City Clerk
SUBJECT: Advisory Board Interviews and Appointments

RECOMMENDED ACTION
Conduct interviews to fill upcoming vacancies on the Recreation & Parks Commission, Harbor Advisory Board, and Citizens Oversight/Finance Advisory Committee for 4-year terms beginning February 1, 2026.

ALTERNATIVES
The Council may choose not to fill one or more of the vacancies and direct staff accordingly.

BACKGROUND/DISCUSSION
Annual appointments to the various City Advisory Bodies are made in January of each year. The Advisory Body Handbook, last adopted by City Council in October 2024, outlines the recruitment procedures and membership requirements for all advisory bodies. Additionally, Sections 6.5 and

6.6 of the City Council Policies & Procedures Manual describes the appointment procedures and process for Advisory Body appointments. Notices that the City was accepting applications were placed on the City website and “e-notification” service, listed in the annual Local Appointments List (Maddy Act Notice) posted in the City Hall and Library kiosks, published in the Estero Bay News, and distributed via City’s Facebook page. Applications were accepted from November 17 – December 19, 2025.

The following individuals submitted applications (Attachment 1) and will be available for interview by the City Council. The Council may make appointments either by motion, second and voice vote or the Council may vote by written ballot with the results announced by Councilmember and her vote read into the record by the City Clerk.

Recreation & Parks Commission
2 vacancies for a 4-year term ending Jan. 31, 2030

1. James Costanzo

2. Blake Lopez

3. June Swall
AGENDA NO: 3.a
MEETING DATE: January 14, 2026

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Harbor Advisory Board – Member at Large
1 vacancy for a 4-year term ending Jan. 31, 2030

1. Gene Doughty

2. Andrea Lueker
Citizens Oversight/Finance Advisory Committee
2 vacancies for a 4-year term ending Jan. 31, 2030

1. Bart Beckman

2. Brian Dorfman

3. Michael Jones

ATTACHMENTS & REFERENCE DOCUMENTS

1. Applications

2. Link to current Local Appointment List

3. Link to Advisory Body Handbook & By-laws

4. Link to Council Policies & Procedures Manual

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Application Review, Dec 12, 2025
Advisory Body Member 2025 -
2 City of Morro Bay
Personal Info
Phone number
(other)
Email
Address
--
Social Media
--Websites
--
Source
Applied through your website's jobs page
Responsibility
Recruiter
Rachael Hendricks
Coordinator
--
James Costanzo
Candidate Application
Job Post Questions
I would like to be considered for appointment to the following Commission/Advisory Body:

Recreation & Parks Commission
Please provide your residential address.

Are you registered to vote in the City of Morro Bay?
Yes
What's your highest level of education, institution name, and field of study? some collage
Are you currently or have you previously served on a board, commission, committee, or other public body? If yes, which one and when? What do you feel were the advisory body’s major accomplishment(s) during your tenure? I currently serve on the RPC and the WMPAC
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Why are you interested in serving on this advisory board, commission, or committee? The RPC provides an excellent serve for the city which contributes to the quality of life we all enjoy. I would like to support the recreation and park department.

I have read the Advisory Bodies Handbook regarding the expectations and responsibilities of this Commission/Advisory Board/Committee and, should I be appointed, am able and willing to devote the necessary time to perform the required duties. https://www.morrobayca.gov/DocumentCenter/View/8325/Advisory-Bodies-Handbook-and-By-Laws?bidId= Yes
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Application Review, Dec 11, 2025
Advisory Body Member 2025 -
2 City of Morro Bay
Personal Info
Phone number
(other)
Email
Address
--
Social Media
--Websites
--
Source
Applied through your website's jobs page
Responsibility
Recruiter
Rachael Hendricks
Coordinator
--
June Swall
Candidate Application
Job Post Questions
I would like to be considered for appointment to the following Commission/Advisory Body:

Recreation & Parks Commission
Please provide your residential address.

Are you registered to vote in the City of Morro Bay?
Yes
What's your highest level of education, institution name, and field of study? BS degree from UCFresno State in Nursing
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Are you currently or have you previously served on a board, commission, committee, or other public body? If yes, which one and when? What do you feel were the advisory body’s major accomplishment(s) during your tenure? Currently serving on Parks and Recreation Commission.

Major accomplishments would be advising on Coleman Park improvements, Pickle Ball court increased capacity for sport.

What experience, technical training and skills qualify you for an appointment, considering your experience and activities in business, labor, professional, social, or other organizations?
As my professional and personal pursuits are health related, I recognize the importance of furthering recreational activities as important for the health of our community.

Why are you interested in serving on this advisory board, commission, or committee? Morro Bay is fortunate to have a favorable climate for outdoor living year around for the pleasure of citizens and tourists. My interests are to support the physical aspects for encouragement of people to enjoy our out of doors.

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Application Review, Dec 18, 2025
Advisory Body Member 2025 -
2 City of Morro Bay
Personal Info
Phone number
(other)
Email
Address
--
Social Media
--Websites
--
Source
Applied through your website's jobs page
Responsibility
Recruiter
Rachael Hendricks
Coordinator
--
Gene Doughty
Candidate Application
Job Post Questions
I would like to be considered for appointment to the following Commission/Advisory Body:

Harbor Advisory Board - Member-at-Large
Please provide your residential address.

Are you registered to vote in the City of Morro Bay?
No
What's your highest level of education, institution name, and field of study? Cal Poly. Architecture
Are you currently or have you previously served on a board, commission, committee, or other public body? If yes, which one and when? What do you feel were the advisory body’s major accomplishment(s) during your tenure? HAB
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What experience, technical training and skills qualify you for an appointment, considering your experience and activities in business, labor, professional, social, or other organizations?
Been on the board for some time
Why are you interested in serving on this advisory board, commission, or committee? continue to advise the City
I have read the Advisory Bodies Handbook regarding the expectations and responsibilities of this Commission/Advisory Board/Committee and, should I be appointed, am able and willing to devote the necessary time to perform the required duties. https://www.morrobayca.gov/DocumentCenter/View/8325/Advisory-Bodies-Handbook-and-By-Laws?bidId= Yes
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Application Review, Dec 17, 2025
Advisory Body Member 2025 -
2 City of Morro Bay
Personal Info
Phone number
(other)
Email
Address
--
Social Media
--Websites
--
Source
Applied through your website's jobs page
Responsibility
Recruiter
Rachael Hendricks
Coordinator
--
Andrea Lueker
Candidate Application
Job Post Questions
I would like to be considered for appointment to the following Commission/Advisory Body:

Harbor Advisory Board - Member-at-Large
Please provide your residential address.

Are you registered to vote in the City of Morro Bay?
No
What's your highest level of education, institution name, and field of study? Masters of Science, California Polytechnic State University-SLO, Kinesiology 1 Powered by Greenhouse

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1. Land Conservancy of SLO/Land Committee - Current - review potential land acquisitions and make recommendations to the Board of Directors.

2. Morro Bay Community Quota Fund - Current - review quota share allocations of groundfish to local/regional fishermen and consider grants and donations to applicable projects/programs.

3. Los Osos Community Services District (CSD)/Parks and Recreation Committee - Current - provide recommendations for recreation services/programs to the CSD Board of Directors.

4. Los Osos Community Advisory Council - Current - provide recommendations to the District 2 County Supervisor on Los Osos issues.

5. Save Cuesta Inlet - Current - secured a 9-acre parcel in Los Osos for continued public use and access.

What experience, technical training and skills qualify you for an appointment, considering your experience and activities in business, labor, professional, social, or other organizations?
My many years of public sector work and nonprofit/volunteer board experience, including experience in harbor operations and land use will be a good fit for a position on the Harbor Advisory Board.

Why are you interested in serving on this advisory board, commission, or committee? While I live in Los Osos, I spend a significant amount of time in Morro Bay, both in and around the water. I am interested in helping form recommendations for the harbor that include balancing the needs of both the residents and those who visit. I am also very interested in the Waterfront Master Plan process and outcome.

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ANDREA K. LUEKER ~

PROFESSIONAL EXPERIENCE
City of Morro Bay July 2025 – January 2026
Interim City Manager
Interim management of a full-service municipality.

Port San Luis Harbor District
Harbor Manager May 2016 – November 2021 (retired)
Interim Harbor Manager October 2015 – May 2016
Overall management of a Special District comprised of 3 departments (Business, Facilities and Harbor Patrol) with a total of 56 employees including sworn peace officers. Responsible for planning, organizing, coordinating and directing the priorities of the District including large capital improvement projects.

California Polytechnic State University
Adjunct Professor As schedule permitted
Responsible for teaching a variety of upper-level undergraduate, including Resource and Grant Development and Finance.

Morro Bay Community Quota Fund (501c3)
Executive Director March 2014 – November 2015
Instrumental in the creation and initial operation of a new nonprofit corporation to obtain, administer, and manage dedicated fishing privileges, including permits and $2M in groundfish quota, to the Central Coast of California.

City of Morro Bay July 1986 – January 2014
City Manager July 2008 – January 2014
Interim City Manager October 2007 – July 2008
Managed a full-service municipality including Police, Fire, Public Services (Public Services, Wastewater, Water and Transit), Administration, Recreation and Parks and Harbor Departments.

Other positions held in the City included Assistant City Manager, Recreation and Parks Director, Interim Recreation and Parks Director, Recreation Coordinator and Staff Assistant/Lifeguard.

EDUCATION
Master of Science, California Polytechnic State University-1994 Bachelor of Science, Colorado State University-1986

PROFESSIONAL INVOLVEMENT/VOLUNTEER INVOLVEMENT
Memberships
• International City/County Management Association, Member • Land Conservancy of San Luis Obispo County, Land Committee • Central Coast Women for Fisheries, Member
• Morro Bay Commercial Fishermen’s Association, Member
• Morro Bay Community Quota Fund, Vice President
• Los Osos Community Service District, Parks and Recreation Committee, Member • Los Osos Community Advisory Council, Council Member
• Save Cuesta Inlet, President
• California Harbormasters and Port Captains, Past President

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ANDREA K. LUEKER
, Los Osos, CA 93402 | |
December 16, 2025
Dear Mayor Wixom and City Councilmembers
I am applying for the City of Morro Bay Harbor Department – Harbor Advisory Board member position. I have been interested in this position for quite some time and am thrilled to finally be in a position to submit my application for the at-large designation.

I believe my expertise in local government, including 7 years as Harbor Manager at Port San Luis will be beneficial to the City of Morro Bay, and specifically the Harbor Department. I also have extensive experience working on volunteer boards and enjoy the camaraderie of working with a group of citizens tasked with making recommendations to a governing board/entity.

Looking forward, it seems the Harbor Department as well as the City of Morro Bay is at a crossroads in terms of what the future may hold, specifically with the Waterfront Master Plan and other potential projects. As an advisory Board Member I believe I would be helpful to review information and with my fellow board members make meaningful recommendations to help the City Council make decisions for the future of Morro Bay that will meet the needs of the varied constituents, including residents and visitors.

I look forward to the interview process and should there be any specific information you are interested in after considering my application and resume, please reach out.

Sincerely,
Andrea K. Lueker

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Application Review, Dec 19, 2025
Advisory Body Member 2025 -
2 City of Morro Bay
Personal Info
Phone number
(other)
Email
Address
--
Social Media
--Websites
--
Source
Applied through your website's jobs page
Responsibility
Recruiter
Rachael Hendricks
Coordinator
--
Bart Beckman
Candidate Application
Job Post Questions
I would like to be considered for appointment to the following Commission/Advisory Body:

Citizens Oversight/Citizens Finance Advisory Committee
Please provide your residential address.
, Morro Bay 93442
Are you registered to vote in the City of Morro Bay?
Yes
What's your highest level of education, institution name, and field of study? Masters in Business Administration from the University of Southern California Are you currently or have you previously served on a board, commission, committee, or other public body? If yes, which one and when? What do you feel were the advisory body’s major accomplishment(s) during your tenure? Morro Bay CFAC from approximately 2014 to 2020. Major accomplishment was the monitoring of the WRF cost and schedule controls.
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BART BECKMAN
, Morro Bay 93441
Education
 BS in Mechanical Engineering, University of California Santa Barbara 1970  MBA with finance major from the University of Southern California 1975  Environmental Certificate Program, University of California at Irvine. (approximately 1985). An 8-semester course program.
 Registered Professional Mechanical Engineer (approximately 1973) Work History
41 years with Southern California Edison (SCE). The majority of my time with SCE was in the field of Project Management and more specifically in the Project Controls Division. Projects included:
 Purchasing for the San Onofre Nuclear Generating Site (SONGS)  Start-up Engineer at the Ormond Beach Oil facility
 Siting Projects
 Construction Engineer for system upgrading of SONGS, Unit 1.  Manager of Cost Controls for the start-up of SONGS Unit 3 ($5 Billion Project overall)  Management of Environmental Impact Statements during a 7-year assignment to the Environmental Affairs Division, implementing an Environmental Assessment Program, and managing the development of the initial Company Environmental Solutions Brochures.  Managed cost control efforts for various IT implementations including Y2K and implementation of SAP across the Company.

Interests
 Morro Coast Audubon Society
 6-year member of the Citizens Finance Committee for the City of Morro Bay. (approximately 2014-2020). Major focus was involved with the costs and scheduling of the WRF Project.  Traveling around the world

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December 19, 2025
Dear Mayor and Morro Bay City Council,
Thank you for the opportunity to apply for a seat on CFAC.

I believe that my prior experience as a member of CFAC and my extensive education and work background make me a viable candidate to help provide an advisory role for the City in financial options to the myriad of issues facing the City.

I look forward to meeting with you to further explore opportunities for this advisory role.

Sincerely,
Bart Beckman

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Application Review, Dec 15, 2025
Advisory Body Member 2025 -
2 City of Morro Bay
Personal Info
Phone number
(other)
Email
Address
--
Social Media
--Websites
--
Source
Applied through your website's jobs page
Responsibility
Recruiter
Rachael Hendricks
Coordinator
--
Brian Dorfman
Candidate Application
Job Post Questions
I would like to be considered for appointment to the following Commission/Advisory Body:

Citizens Oversight/Citizens Finance Advisory Committee
Please provide your residential address.

Morro Bay CA 93442
Are you registered to vote in the City of Morro Bay?
Yes
What's your highest level of education, institution name, and field of study? BA in Kinesiology from UCLA
Are you currently or have you previously served on a board, commission, committee, or other public body? If yes, which one and when? What do you feel were the advisory body’s major accomplishment(s) during your tenure? Yes - I am currently a member of the Citizens Finance Advisory Committee. I feel that CFAC's biggest accomplishment during my tenure has been to address ways that the City can enhance revenue. 1 Powered by Greenhouse

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What experience, technical training and skills qualify you for an appointment, considering your experience and activities in business, labor, professional, social, or other organizations?
I have owned, operated and managed by own highly successful business for 40 years, and am currently a member of the committee on which I am seeking another term.

Why are you interested in serving on this advisory board, commission, or committee? I am interested in furthering the good work and progress we have made.

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1988 – 2003 Co-Owner, North County Yoga Center
Solana Beach, CA
Managed daily operations of holistic therapy clinic offering yoga therapy, massage therapy and acupuncture. Taught a wide range of workshops and continuing education classes along with yoga classes and teacher certification courses. Hosted and worked with dozens of yoga teachers and health practitioners. Organized and facilitated retreats throughout the US and internationally. 1988 – 2003 Supervisor to Holistic Health Practitioners North County Yoga Center, Solana Beach, CA

Trained and managed holistic health care practitioners. Provided professional consultation, case management services, clinical feedback and evaluation. Promoted the development of business skills and aided in interpersonal development. 1992 – Present Instructor, Multisports.com
Solana Beach, CA
Offer annual Flexibility Training workshops for endurance athletes. Provide consultation regarding specific biomechanics as it relates to longevity in athletics. 1999 – July 2001 Personal Physician to Ely Callaway
Ely Callaway was the Founder and Chairman of the Board of Callaway Golf Company. In the 1990’s, Mr. Callaway and his company revolutionized the golf industry and made Callaway Golf the No. 1 golf club company in the world. Annual sales approached $1 billion in 1997 and Mr. Callaway became an icon by making the game more enjoyable for the average golfer.

Formal Training:

Graduated with a Bachelor of Science in kinesiology from UCLA in 1986.

Studies included: anatomy, physiology, physics, cardio-rehabilitation, cellular dynamics in exercise, bioengineering and neuromuscular biomechanics of movement.

Studied yoga with T.K.V. Desikachar from 1990-2001 in the USA, India and Europe. Studies included: asana, pranayama, meditation, therapeutic application of yoga, yoga sutras and chanting among others.

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Other relevant experience:

Citizens Financial Advisory Committee Morro Bay:

Advise the City of Morro Bay on financial matters
Participate in regular committee meetings
Consideration of revenue generating actions and activities Consultant:

Assessment and remediation of biomechanics within the work environment Design and development of nutritional aids
Provide products to support holistic health care programs Development of sports equipment
Feel Better Forever ™ Product Development and Sales:

Instructional therapeutic material in books and DVDs:

Lower Back Basics
Head, Neck and Shoulders Fundamentals
Flexibility Training

Educator: Offer courses and workshops in stretching & flexibility training, yoga therapy, massage therapy and more.

Additional Certification in massage therapy, yoga therapy, cranial sacral therapy and Chinese herbal medicine
References: Available upon request

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December 15, 2025
To Whom It May Concern:

Thank you for considering my application for a second term on the Citizens Finance Advisor Committee. My unique set of business experience and skills has enabled me to be a productive member of the committee for the past few years. I believe we have an excellent team currently in place and I look forward to furthering our success and good work in a second term.

Sincerely,
Brian Dorfman

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Application Review, Sep 29, 2025
Citizens Finance Advisory Committee
City of Morro Bay
Personal Info
Phone number
(other)
Email
Address
--
Social Media
--Websites
--
Source
Applied through your website's jobs page
Responsibility
Recruiter
Rachael Hendricks
Coordinator
--
Michael Jones
Candidate Application
Job Post Questions
I would like to be considered for appointment to the following Commission/Advisory Body:

Citizens Finance Advisory Committee
Please provide your residential address.
, Morro Bay CA 93442
Are you registered to vote in the City of Morro Bay?
Yes
What's your highest level of education, institution name, and field of study? Graduate Degree (MBA) Specializing in Finance & Corporate Strategy Are you currently or have you previously served on a board, commission, committee, or other public body? If yes, which one and when? What do you feel were the advisory body’s major accomplishment(s) during your tenure? Most recently: American Heart Association Los Angeles Governing Body (Go Red for Women Initiative) - Collaborated to set up programming for high school aged girls interested in STEM education. This included various site visits to tech company, biotech, media and finance companies to expose each cohort to various career paths. 1 Powered by Greenhouse

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As CFO of The Community Foundation San Luis Obispo County, I oversee a $94 million endowment, manage budgeting, audit, and compliance processes, and provide transparent reporting to boards and stakeholders. My background at Goldman Sachs, PIMCO, and Wave Financial further developed my expertise in risk management, fiscal oversight, and strategic planning. These experiences, combined with a commitment to public accountability and community service, prepare me to contribute effectively to the Citizens Finance Committee.

Why are you interested in serving on this advisory board, commission, or committee? I am interested in serving on the Citizens Finance Committee because I believe sound fiscal management is essential to the long-term health of Morro Bay. As a resident, I want to contribute my professional financial expertise to ensure transparency, accountability, and sustainability in the City’s budgeting and planning. Serving on this committee offers an opportunity to give back to the community while helping safeguard its financial future.

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Michael Jones
. Morro Bay, CA 93442 | (
Profile
Finance executive with 15+ years of experience in capital markets, investment management, and nonprofit financial leadership. Currently serving as CFO of The Community Foundation San Luis Obispo County, with a proven track record in fiscal oversight, risk management, and strategic planning. Skilled in translating complex financial data into clear, actionable insights for boards, stakeholders, and community partners. Committed to strengthening transparency, accountability, and long-term financial sustainability for public and community institutions.

Experience
CHIEF FINANCIAL OFFICER | COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY | AUGUST 2023 – PRESENT
· Executive Oversight: Lead financial strategy, planning, and reporting for a $94mm+ nonprofit foundation serving donors, grantees, and the San Luis Obispo County community. · Investment Management: Oversee investment management of the Foundation’s endowment and restricted funds, coordinating with external advisors to ensure prudent stewardship.
· Financial Controls: Direct budgeting, audit, and compliance processes, ensuring adherence to GAAP and nonprofit regulatory requirements.
· Strategic Oversight and Change Management: Develop scenario planning models addressing risks from state and federal funding shifts, providing actionable strategies to the Board.
· Governance: Partner with the CEO and Board of Directors on strategic planning, governance, and long-term sustainability initiatives.
· Leadership: Served as Interim CEO (2025), ensuring operational stability and strategic continuity during executive transition.

HEAD OF BUSINESS DEVELOPMENT| WAVE FINANCIAL | 2020-2023 · Capital Introduction: Spearhead fundraising efforts, raising north of $30mm in assets under management across venture fund products as well as bespoke portfolio management solutions; Total opportunity pipeline of over $500mm representing between $8-10mm of annual revenue.
· Corporate Strategy & Product Development: Reporting to the Chief Strategy Officer, worked closely with executive team on all internal business initiatives such as fundraising, corporate structuring, Sales P&L forecasting, marketing/growth strategy, & top-down business development strategy.

INVESTMENT MANAGEMENT | GOLDMAN SACHS & CO. | 2016- 2020 · Strategic Advisory: Advised key clients in the region on behalf of the Firm on asset allocation & risk management considerations across public & private investment markets; assets under management generated: approximately $80mm. · Client Management: Conducted ongoing quarterly & annual portfolio reviews for client relationships divided among the broader team (approx. $2.2B in AUM); actively managed

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client portfolios via a combination of manager selection, asset allocation, options trading/risk analytics, and data-driven pre-sale planning.

CLIENT MANAGEMENT | PACIFIC INVESTMENT MANAGEMENT CO. | 2008- 2015
· Client Management: Advised clients within the Firm’s largest institutional channel (over $80B in assets focused on financial services organizations) on investment solutions; provided holistic coverage involving intimate product expertise, investment strategy review, portfolio analytics/attribution, & custom reporting to support positive client outcomes.
· Strategy Development: Reporting to the Head of Client Management, managed ongoing department-level revenue targets and forecasting to provide management with critical KPI’s in the pursuit of data driven business decisions (approx. $800B dept. AUM); Contextualized product-level KPI’s to support the direction of marketing resources and field sales support.

Education
B.S. IN BUSINESS ADMINISTRATION | JUNE 2008 | CALIFORNIA STATE

UNIVERSITY NORTHRIDGE
MASTER OF BUSINESS ADMINISTRATION | JUNE 2017 | VANDERBILT

UNIVERSITY
Skills & Abilities
· Financial Strategy & Planning
· Investment Management & Endowment
Stewardship
· Governance/Policy Development
· Data Analytics/Scenario Planning
· Stakeholder/Community Engagement
· Strategic Philanthropy/Complex gift
planning

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Michael Jones
.

Morro Bay, CA 93442
September 25, 2025
City Clerk’s Office
City of Morro Bay
595 Harbor Street
Morro Bay, CA 93442
Dear Members of the Selection Committee,
I am writing to apply for a volunteer position on the Citizens Finance Committee for the City of Morro Bay. With over 15 years of experience in capital markets, investment management, and nonprofit financial leadership, I am eager to bring my background in fiscal oversight and strategic planning to support the City’s financial health and longterm sustainability.

In my current role as Chief Financial Officer of The Community Foundation San Luis Obispo County, I oversee a $94 million endowment that directly supports local nonprofits and community initiatives. My responsibilities include developing financial strategies, managing investments, ensuring compliance with nonprofit accounting standards, and preparing transparent reports for our Board and stakeholders.

Importantly, I have worked closely with governing bodies to strengthen fiscal accountability, build risk management frameworks, and enhance public trust through clear communication of complex financial matters.

Prior to my nonprofit leadership role, I spent more than a decade in investment and client management at firms such as Goldman Sachs and PIMCO. That experience honed my skills in asset allocation, risk analysis, and stakeholder reporting, competencies I now apply in a civic context to ensure prudent stewardship of community resources.

As a resident of Morro Bay, I am deeply committed to the responsible management of public resources that impact our community’s future. I view service on the Citizens Finance Committee as an opportunity to contribute both technical expertise and a collaborative spirit to ensure our City’s budgeting, oversight, and planning processes remain strong, transparent, and responsive to residents’ needs.

Thank you for considering my application. I would welcome the opportunity to contribute to the City of Morro Bay by serving on the Citizens Finance Committee.

Sincerely,
Michael Jones

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Morro Bay City CouncilJanuary 14, 2026

Morro Bay City Council
January 14, 2026