United Benefit Advisors News and Press Releases

UBA Welcomes Matsock & Associates as its Newest Partner Firm

Posted by: Bill Olson    November 3, 2015 at 1:43 PM

Phoenix Agency Joins Global Network of Independent Employee Benefits Advisory Firms


United Benefit Advisors (UBA), the nation’s leading independent employee benefits advisory organization, is pleased to welcome Matsock & Associates as its newest Partner Firm. Based in Phoenix, Arizona, their history is a story of experience, growth and evolution. In 1985, Mark Matsock decided to form Mark J. Matsock & Associates so that he and his team could create a unique customer service relationship with each of their clients and make sure that each customer is satisfied. With a solid strategy for growth for more than three decades, fueled by word-of-mouth referrals from a diverse base of clients, Matsock & Associates is the epitome of putting their clients’ needs above all else. 

“After 35 years as an independent broker, we are excited to be a part of a national powerhouse of leading industry advisors,” stated Mark J. Matsock, CEO of Matsock & Associates. 

Teamwork is an integral part of Matsock & Associates’ commitment to provide their clients with the highest level of service and responsiveness. A primary Account Manager is assigned to each client and there are also multiple people with a range of experience and expertise that will assist in ensuring superior advice and customer satisfaction.  In addition, the team at Matsock & Associates utilizes the most advanced business hardware and software available, and uses that technology to better serve their clients and their specific needs. 

Todd S. Peterson, Chief Operating Officer added, “Matsock and Associates will be an even a stronger partner for our clients across the U.S. by utilizing the additional tools and knowledge of UBA Partner Firms. We are excited to continue to provide innovative health care solutions for our clients.” 

Matsock & Associates’ dedication to their clients and the people of Arizona is evident in their passion for providing the best benefits solutions possible. With their motto of “Benefit People Who Benefit People,” the employees at Matsock & Associates place a high priority on assisting people and organizations in the design and implementation of benefit strategies and are committed to understanding their requirements and values, offering top-notch solutions, and building long-term relationships. 

“From their culture of benefitting people, their spirit of teamwork, and their use of technology to their many years in business, uncompromising integrity, and high ethical standards, Matsock & Associates will be an excellent addition to UBA and its Partners,” said UBA CEO Les McPhearson. “Their mission, guiding principles, and overall client advocacy is an identical match to the outstanding Partner Firms that already make up UBA.” 

As the newest Partner Firm of UBA, the Phoenix-based company joins a network of more than 140 employee benefits advisory firms that serve employers of all sizes across the United States, Canada, and Europe. As a combined group, UBA’s annual employee benefit revenues rank it among the top five employee benefit advisory organizations in the U.S.


About Matsock & Associates

“Benefit People Who Benefit People”

Mark J. Matsock and Associates provides a wide range of services for all your financial, employee benefit and insurance needs. Employee benefit specialists with over 150 years of experience, we deliver high touch, professional service, total benefits solutions, and maximum value for your benefit dollars. We assist organizations in the design and implementation of benefit strategies. We are committed to understanding your needs and values, offering creative solutions and building long-term relationships. As a leading employee and executive benefits and compensation firm, Matsock & Associates must maintain the confidence of its clients, its employees and its community by acting with professionalism, integrity, prudence and skill. We believe each person at Matsock & Associates has a responsibility to maintain our high ethical standards by demonstrating the values and principles that define how we do business. Visit www.matsock.com to learn more about the Matsock & Associates.

About United Benefit Advisors®
United Benefit Advisors® (UBA) is the nation’s leading independent employee benefits advisory organization with more than 200 offices throughout the United States, Canada and the United Kingdom. Our goal is to provide an environment that empowers our more than 2,000 Partners to both maintain their individuality and to pool their expertise, insight, and market presence to provide best-in-class services and solutions that positively impact employers and make a real difference in the lives of their employees and families. An important product of that collaboration is the UBA Health Plan Survey – the nation’s largest employee benefits benchmarking survey. At UBA, we believe in service and genuine sharing through mutual trust. Our culture is one of honesty, transparency, and making others better. It is defined by the values of integrity, collaboration, care for others, innovation, and operational excellence. Employers, advisors and industry-related organizations interested in obtaining powerful results from the shared wisdom of our Partners should visit UBA online at www.UBAbenefits.com.


Topics: UBA, New Partner Firm, Matsock & Associates