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Welcome to the Phoenix Chapter of WP&BC

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Phoenix Board of Directors


 

Officers (2022 - 2023)
     
 President:J.K. Nowiejski

Nova 401(k) Associates
  8360 E. Raintree Drive, Suite 115
 Scottsdale, AZ 85260
  480-621-6620
  jkn@nova401k.com
   
 Immediate Past President: Matthew P. Chiarello
 Snell & Wilmer L.L.P.
  One Arizona Center
  Phoenix, AZ 85004
  602.382.6136
 

mchiarello@swlaw.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 (2022 - 2023)
 

Monica A. Martinez, ERPA, QPA

Pinnacle Plan Design
Jena Ford, CPA, MBACLA (CliftonLarsonAllen LLP)

Adam Johnson

John Hancock

David Westra, CFP, AIF, CPFA

CAPTRUST

Brian Jackson

Transamerica






Past Presidents 

Matt Chiarello 2021- 2022Denise Atwood 2009-2010
Lyneal Malicdem 2020-2021Valerie Trotter 2008-2009
TJ Orr 2019-2020  Dawn Lee, 2007-2008
Kristi Hill 2018-2019Cheryl Mostrom, 2006-2007
Laura Bartlett 2017-2018Charles W. Whetstine 2005-2006
Ryan Rold 2016-2017Patricia Stahm 2004-2005
Dan Evans 2015-2016Diane Swanson 2002-2003
Dan Evans 2014-2015Nancy Campbell 2001-2002
Anne Meyer 2013-2014Mary Schmidt 2000-2001
Phil Allen 2012-2013Robert Werner 1999-2000
Patrick J. Waltz 2011-2012Delbert Tingey 1998-1999
Leigh Getson 2010-2011Anne Leary 1997-1998
 David Heap 1996-1997
 
 


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