Mail: info@fwcebc.org

About Us

Since the 1980s, our mission at the Florida West Coast Employee Benefits Council provides an educational and networking forum for employee benefits professionals in the Tampa Bay area. Through dinner meetings with scheduled speakers and annual educational workshops, we take in timely information on a variety of employee benefits matters and experience the evening together sharing thoughts, all the while in good company with our colleagues.

The Council is operated by its membership on a volunteer basis with all dues used to fund Dinner Meetings and educational programs. The Council exists as a non-profit open forum for the education of its members.1

Officers

  • This email address is being protected from spambots. You need JavaScript enabled to view it. - President; Shumaker
  • This email address is being protected from spambots. You need JavaScript enabled to view it. – First Vice President; Southern Pension Services
  • This email address is being protected from spambots. You need JavaScript enabled to view it. – First Vice President; Fiduciary Shield
  •  Lisa Scalia – Second Vice President; Transamerica Retirement Solutions
  • This email address is being protected from spambots. You need JavaScript enabled to view it.– Treasurer; CBIZ
  • This email address is being protected from spambots. You need JavaScript enabled to view it.  – Secretary; BlueStar Retirement Services, Inc.
  • This email address is being protected from spambots. You need JavaScript enabled to view it. - Past President; Northwest Mutuals

Additional Board of Directors

  • Kim Collier – Florida Retirement Consultants
  • Ryan Derbes – Empower Retirement
  • Nancy Lorenzen – HR Advocates, Inc.
  • David Montgomery - Fidelis Fiduciary Management
  • John McGuire – OneAmerica Retirement Services
  • Veronica Roshek - Mueller Financial Services
  • Lowell Walter – Carlton Fields
  • Roberta Casper Watson – Wagner Law Group
  • Michael Young - Signature Benefit Solutions

 

1. The Council is a tax exempt entity organized under Section 501(c)(3) of the Internal Revenue Code for educational purposes. In that regard, the use of the Council membership roster or members' list in any form for advertising to members or solicitation of business is strictly prohibited. Any such conduct may result in the suspension or revocation of membership.