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Welcome to The WP&BC Orange County Chapter

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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 Orange County Chapter

The Orange County Chapter has been a part of the WP&BC for more than 32 years. Our Chapter promotes an exchange of information and ideas among employee benefits professionals.  Our members include ERISA attorneys, CPAs, third party administrators, investment industry benefits specialists, financial advisors, actuaries, benefits consultants and plan sponsors' in-house benefits professionals.



Our WP&BC Orange County Chapter 2024-2025 Board Members

President:
Samantha Graboff
Windes
sgraboff@windes.com

President-Elect/Webinars: 
Aksana Munoz

Benefit Services Financial Group

Aksanam@bfsg.com

        

Past President:

Shannon Main
Pensionmark
shannon.main@pensionmark.com

Secretary/Newsletter Chair:

Kathleen Bass
KLB Law Group
kbass@klblawgroup.com

Treasurer:

Mark Murphy
Marcum LLP
Mark.Murphy@marcumllp.com


Programs Co-Chair:
Mindy Marburger
Creative Planning

mindy.marburger@creativeplanning.com

Programs Co-Chair:
Michael Flatebo
Pension Profit Sharing Services
mflatebo@ppssinc.com

Governing Board President:

Shannon Main
Pensionmark
shannon.main@pensionmark.com

Membership/Sponsor Chair:

Andrew Hermann
Empower Retirement
Andrew.Hermann@empower-retirement.com

Director at Large: 
Hitz Burton
Aon Hewitt
hitz.burton@aon.com


Director at Large:

Margaret Martinazzi
Pension Benefits Unlimited, Inc.
m.mart@pbuinc.com

Director at Large:

Katrina Veldkamp

Boutwell Fay LLP

katrinaveldkamp@boutwellfay.com

Director at Large:
Matt Russikoff

Capital Group

matt_russikoff@capgroup.com

Director at Large:
Paul Yossem

Nationwide

yossemp@nationwide.com

Director at Large:
Aran Sahagun

FMN

asahagun@fmncc.com



Our WP&BC Orange County Chapter Past Presidents

Tom Drosky, 2022-2023

Shannon Main, 2020-2022

Hitz Burton, 2018-2020

Doug Van Galder, 2016-2018

Dylan Porter, 2014-2016

Margaret Martinazzi, 2012-2014

Kathleen Bass, 2010-2012

Stuart Hack, 2006-2010

Tim Verrall, 2006

Alison Smith Fay, 2004-2006

Rick Blain, 2002-2004

Dan Malone, 2001-2002

Roni Renfro, 1999-2001


Harley L. Bjelland, 1997-1999

Alison Smith Fay, 1996-1997

Martha A. Santos, 1995-1996

David W. Barby, 1994-1995

Michael L. McGuire, 1993-1994

H.B.’Ben’ Benjamin, 1992-1993

C. James Christenson, A.P.A., 1991-1992

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

Direct Questions To:

Christine Stewart,
Chapter Administrator
info@WPBCOrangeCounty.org

Phone:

(949) 407-9128

Address:

WP&BC
Orange County Chapter
PO Box 6111
Garden Grove, CA 92846
949-407-9128

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