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Western Pension & Benefits Council History


A 70 Year History Of Serving Pension Specialists


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.


WP&BC Phoenix Chapter History

For 45 years, the Phoenix Chapter of WP&BC has served as a resource to benefits professionals.  We understand the challenges of your profession and are here to equip you to successfully navigate the waters of a rapidly changing field.  Our educational programs are designed to meet the particular needs of our local members, and we encourage you to join us!  



Our WP&BC Phoenix Chapter Board Members

Officers (2024 - 2025)

President:

Rob Elzholz
CAPTRUST

N 16th St, Suite 200

Phoenix, AZ 85016

602-730-3624

robert.elzholz@redw.com

Immediate Past President:

David Westra, CFP, AIF, CPFA
CAPTRUST

3200 E Camelback Rd, Suite 300

Phoenix, AZ 85018

602-288-1262

david.westra@captrust.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)

J.K. Nowiejski
Nova 401(k) Associates

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

Our WP&BC Phoenix Chapter Past Presidents

David Westra    2023-2024

J.K. Nowiejski                   2022-2023

Matt Chiarello                  2021-2022
Lyneal Malicdem             2020-2021
TJ Orr                                 2019-2020
Kristi Hill                            2018-2019
Laura Bartlett                   2017-2018
Ryan Rold                          2016-2017
Dan Evans                         2015-2016
Dan Evans                         2014-2015
Anne Meyer                     2013-2014
Phil Allen                           2012-2013
Patrick J. Waltz                 2011-2012
Leigh Getson                    2010-2011

Denise Atwood                2009-2010
Valerie Trotter                  2008-2009
Dawn Lee                          2007-2008
Cheryl Mostrom              2006-2007
Charles W. Whetstine     2005-2006
Patricia Stahm                 2004-2005
Diane Swanson                2002-2003
Nancy Campbell              2001-2002
Mary Schmidt                  2000-2001
Robert Werner                 1999-2000
Delbert Tingey                 1998-1999
Anne Leary                       1997-1998
David Heap                       1996-1997


Please feel free to reach out to WP&BC with any questions.

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The Western Pension & Benefits Council Phoenix Chapter wants to continue to provide our members with the best experiences possible.

Direct Questions To:

info@wpbcphoenix.org
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