Phoenix Board of Directors


 

Officers (2019 - 2020)
     
 President: T.J. Orr, ERPA, QPA, QKA

 Pinnacle Plan Design, LLC
   1985 E. River Road, Suite 111
   Tucson, AZ 85718
   520.618.1967
   torr@pinnacle-plan.com 
   
 President-Elect:  Lyneal Malicdem, APA
   Sunwest Pensions
   P.O. Box 7850
   Tempe, AZ 85281
   866.968-5363
 

 lmalicdem@sunwest-pensions.com 

   
 Immediate Past President:  Kristi Lundstrom Hill
   Fennemore Craig
   2394 East Camelback Road, Suite 600
   Phoenix, AZ 85016
   602.916.5353
   khill@fclaw.com
   
 Treasurer:  Travis Magneson
   CBIZ/MHM
   4722 North 24th Street, Suite 300
   Phoenix, AZ 85016
   602.264.6835
 

 tmagneson@cbiz.com

   
 Secretary:  Robert Elzholz
   REDW Wealth
   5353 N. 16th St., #200
   Phoenix, AZ 85016
   602.730.3624
   robert.elzholz@redw.com
   

 

Members At Large (2019 - 2020)
 

Daniel J. Evans, CPA

Schmidt Westergard & Company, PLLC
J. Ryan Rold, CPA
CBIZ & Mayer Hoffman McCann P.C.

Scott A. Sas

BOK Financial

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

Nova 401(k) Associates

Matthew P. Chiarello

Snell & Wilmer L.L.P.




 

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