Founder & Chairman, Policy and Taxation Group
Patricia M. Soldano has spent over 30 years providing family office services. She developed Cymric Family Office Services into a multi-family office in 1996, and sold to GenSpring Family Offices in January 2009, where she was Managing Director of Western Region for GenSpring for 5 years and then a Family Office Consultant to GenSpring until December of 2017. Ms. Soldano is now a Family Business and Family Office Consultant working directly with families herself.
Ms. Soldano is President of Family Enterprise USA; its mission is to promote the growth of family businesses in the US. She is Principal Advisor to the Drucker School Global Family Business Institute, and a member of CSUF Family Business Center and on Family Business editorial committee for Trust & Estate Magazine. She is also Chairman of Policy and Taxation Group and is on the Investment Committee, Comp Committee and Audit Committee for Alzheimer’s Orange County. Ms. Soldano received an MBA from Claremont Graduate School, The Drucker School and a BA in Business Administration from Cal State University Fullerton.
Root Glass Company
Preston Root has spent 35 years in family enterprise. He is a 4th generation steward of Root Glass Company. Root Glass Company designed, patented and manufactured the original Coca-cola bottle in 1913, the company who would eventually become one of the largest bottlers of Coca-Cola in America.
A natural communicator from a 30 year career in network radio for a Fortune 500 company.
He worked for MRN Radio, “The Voice of NASCAR” for 13 years before rejoining the family business in 2010.
Preston serves as the Chairman of The Community Foundation of Volusia and Flagler.
He has been a Board member of The Museum of Arts and Sciences and served as YMCA Board President.
In 2010 Preston was honored by The Arc as the Top Volunteer in Florida.
He has been a certified SCUBA instructor for 23 years and was a Nationally Certified EMT.
Fourth Generation McKee Foods; Little Debbie’s Cakes
Lex is a fourth generation business owner of McKee Foods. Currently working to fulfill the outside requirements established for family members, he plans to work in the family business within the next two years. Already wanting to get involved at McKee Foods, he has served on committees and currently serves on the Family Contribution Committee.
After graduating from University of Kentucky with a Bachelor of Science degree in accounting, Lex lived just outside the Washington, DC area for a little over a year, soaking up the political scene and getting a feel for the government in action. He has recently relocated to the Tennessee where he is currently working with another family owned business in metal plating.
Having a thirst for cultures and travel, Lex spent a full year of his college career in Italy where he learned to speak the language, has traveled to over 40 countries, and served on several mission trips around the world.
After visiting Capital Hill with other organizations, Lexington is looking forward to being involved where he feels he can help make a real difference.
Chairman, CEO & President of INOLEX
David Plimpton is the Chairman, CEO & President of INOLEX, a leading independent, global manufacturer dedicated to providing innovative, natural, and sustainable ingredients for health, wellness and beauty care brands around the world.
In his earlier career, David was Director of Private Equity Investments at Deutsche Bank Private Wealth Management (formerly, the legacy Alex. Brown & Sons investment bank). Reporting into the Head of Private Equity in Zurich, David led capital formation, fund launches, and relationships across dozens of Deutsche Bank proprietary private equity fund offerings in his capacity as Head of Business Development & Distribution for the Americas. He has worked with various venture firms and led entrepreneurial “hands on” investments in several startups.
At heart, David is an early stage entrepreneur, believing that people of every successful and meaningful enterprise must seek to “serve one another as together we serve”.
President & COO, ISYS Solutions, Inc
Alysha is the current President & COO at ISYS Solutions, Inc., a family owned business that operates a medical case management company (ISYS Case Management) and online healthcare and senior care education business (CareerSmart Learning). After starting her career as a social worker and later earning her MPA, Alysha held leadership positions with the California Bureau of State Audits and California Department of Social Services before transitioning into the family business to launch the new education division. In 2018, as part of a structured transition to second-generation leadership, Alysha took over as President of the company responsible for oversight of both businesses in the family’s portfolio.
Alysha is an accomplished author and speaker on subjects related to senior care, healthcare, case management, and family business operations. She is an active member of the CSUF Center for Family Business and a member of the Board of Directors for the Mental Health Association of OC. Alysha and her family place a high value on “giving generously” and supporting mental health and wellness causes in the community, in particular.
Treasurer and Assistant Secretary
As Treasurer and Assistant Secretary for Policy and Taxation Group, Sharon oversees the daily accounting and tax reporting functions of the organization. Sharon has over 25 years of experience as an accountant and financial advisor. For much of her career, she has worked with providing financial and accounting services for family offices, including working closely with Patricia Soldano and the Cymric Family Office for many years. Sharon holds her Bachelor of Science in Business Administration: Accounting from California State University, Northridge, is a CPA (Inactive Status) and currently resides in Wolfeboro, New Hampshire.