The Western Pension & Benefits Council (WP&BC) was founded in 1954 to address the educational needs of pension specialists. Through the years, WP&BC has expanded their scope and to include education opportunities for those with responsibilities in the health and welfare fields. Today, the WP&BC is recognized as one of the premier educational and professional organizations in the western United States for the dynamic field of employee benefits

WP&BC is a tax exempt educational organization with a Governing Board consisting of all Chapter Presidents and an Executive Committee appointed from their ranks. The world of employee benefits is constantly changing. Today, more than ever, you need the tools and resources to effectively manage your responsibilities as a benefits professional.

Officers (2023 - 2024)

President:

David Westra, CFP, AIF, CPFA
CAPTRUST

3200 E Camelback Rd, Suite 300

Phoenix, AZ 85018

602-288-1262

david.westra@captrust.com

Immediate Past President:
J.K. Nowiejski
Nova 401(k) Associates
8360 E. Raintree Drive, Suite 115
Scottsdale, AZ 85260
480-621-6620
jkn@nova401k.com

Treasurer:
Livia Marku
CBIZ/MHM
4722 North 24th Street, Suite 300
Phoenix, AZ 85016
lmarku@cbiz.com 

Secretary:

Monica Martinez, ERPA, QPA

Pinnacle Plan Design

2201 E Camelback Rd STE 200

Phoenix, AZ 85016

602-792-5963

mmartinez@pinnacle-plan.com

Members At Large (2022 - 2023)

Monica A. Martinez, ERPA, QPA
Pinnacle Plan Design

Jena Ford, CPA, MBA
CLA (CliftonLarsonAllen LLP)

Amberlee Lapointe

Snell & Wilmer L.L.P.

Adam Johnson
John Hancock

Brian Jackson
Transamerica

David Sieck

Fennemore Law

Jesse Coulter
Kimberlin Company, PLLC

Mike Lee

MGKS

Matthew P. Chiarello
Snell & Wilmer L.L.P.