Phoenix Board of Directors


 

Officers (2018 - 2019)
 President:  Kristi Lundstrom

 Fennemore Craig
   2394 East Camelback Road, Suite 600
   Phoenix, AZ 85016
   602.916,5353
   klundstrom@fclaw.com
   
 President-Elect:  T.J. Orr
   Pinnacle Plan Design, LLC
   1985 E. River Road, Suite 111
   Tucson, AZ 85718
   520.618.1967
 

 torr@pinnacle-plan.com 

   
 Immediate Past President:  Laura Ann Bartlett, CEBS, AIFA
   BOK Financial
   16767 North Perimeter Drive, #200
   Scottsdale, AZ 85260
   602.808.5347
   lbartlett@bokf.com
   
 Treasurer:  Charlie Odhner, CPA, CFE
   CBIZ/MHM
   4722 North 24th Street, Suite 300
   Phoenix, AZ 85016
   520.401.9073
 

 COdhner@CBIZ.com

   
 Secretary:  Robert Elzholz
   Stellar Capital Management, LLC
   2200 E. Camelback Road, Suite 130
   Phoenix, AZ 85016
   602.778.0307
   relzholz@stellarmgt.com
   

 

Members At Large (2018 - 2019)
 

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

J. Ryan Rold, CPA

CBIZ & Mayer Hoffman McCann P.C.

Scott A. Sas

BOK Financial






 

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