President
Principal fiduciary for over 100 separate company ESOP transactions and ongoing fiduciary for over 25 plans. Specializes in advising or serving as a fiduciary for corporate retirement plans that hold company stock with an emphasis on ESOPs. From acting as an independent fiduciary/trustee for the sale of companies to an ESOP as an exit plan for founder-owners and/or sale of ESOP owned companies to private equity or strategic buyers.
Fiduciary Services