Phoenix Board of Directors


 

Officers (2016 - 2017)
 President:  Laura Ann Bartlett, CEBS, AIFA
   BOK Financial
   16767 North Perimeter Drive, #200
   Scottsdale, AZ 85260
   602.808.5347
   lbartlett@bokf.com
   
 President-Elect:  Kristi Lundstrom
   Fennemore Craig
   2394 East Camelback Road, Suite 600
   Phoenix, AZ 85016
   602.916.5353
 

 klundstr@fclaw.com

   
 Immediate Past President:  Ryan Rold
   CBIZ/MHM
   3101 N. Central Avenue, #300
   Phoenix, AZ 85012
   602.264-6835
   rrold@cbiz.com
   
 Treasurer:  Charlie Odhner, CPA, CFE
   CBIZ/MHM
   3101 N. Central Avenue, #300
   Phoenix, AZ 85012
   520.401.9073
 

 COdhner@CBIZ.com

   
 Secretary:  Brian J. King, CFP®
   602.471.2407
 
   
   
 
   

 

Members At Large (2016 - 2017)
 

Matthew Bradford, CFP®

Northern Trust

Daniel J. Evans, CPA Schmidt Westergard & Company, PLLC

Lyneal Malicdem, APA

Sunwest Pensions

Bonnie J. Rockwood

Andeavor

J.K. Nowiejski, J.D., QKA

Nova 401(k) Associates

T.J. Orr, ERPA, QPA, QKA

Pinnacle Plan Design, LLC 

Scott A. Sas

BOK Financial

Robert Elzholz

Stellar Capital Management, LLC




 

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