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Western Pension & Benefits Council History

A 70 Year History of Joining 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 County Chapter

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 2024-2025 Board Members

President:
Rob Elzholz, CFP, AIF
REDW

Past-President:
David Westra, CFP, AIF
CAPTRUST

Treasurer:
Livia Marku, CPA, MBA
CBIZ Advisors, LLC

Secretary:
Monica Martinez, ERPA, QPA
Pinnacle Plan Design

Board Members At-Large

Jesse Coulter, CPA
Kimberlin Company, PLLC

Jena Diane Ford, CPA, MBA
CLA (CliftonLarsonAllen LLP)

Brian Jackson
Transamerica

Adam Johnson
John Hancock

Amberlee Lapointe
Snell & Wilmer L.L.P.

Mike Lee
MGKS

Travis Magneson, CPA, CMA, CFM
CBIZ Advisors, LLC

J.K. Nowiejski, J.D., QKA
Nova 401(k) Associates

David Sieck
Fennemore Law

Michelle Slovik
SageView Advisory Group

Spring Conference Committee

Chair:
Jena Diane Ford, CPA, MBA
CLA (CliftonLarsonAllen LLP)

Co-Chair:
David Westra, CFP, AIF
CAPTRUST

Co-Chair:
Adam Johnson
John Hancock

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