ESOP Independent Fiduciary, Consultants & Advisors

Kelly Irizarry - Prudent Fiduciary Services

ESOP Independent Fiduciary in Bradenton, FL

  Prior to joining Prudent Fiduciary Services, Kelly Irizarry worked for an ESOP Third Party Administrator performing annual account allocations...

Daniel Reser - Fiduciary Services, LLC

ESOP Independent Fiduciary in San Rafael, CA

Mr. Reser has been a corporate fiduciary for corporate securities and reorganization transactions as well as trustee and custodian of retirement plans for over 25 years. Before founding Fiduciary Services, Inc. he was active for 17 years in Los Angeles as a Vice President and manager of corpor...

William (Bill) Kropkof - ERISA Advisory Group

ESOP Independent Fiduciary in Dallas, TX

Bill is the President and Founder of the ERISA Advisory Group, started in 1995. He acts as an Independent Trustee for ESOPs as well as a Fiduciary for other types of retirement plans as well as health welfare plans, working with single employer, multi-employer and multiple employer arrangement...

Kjersti Cory - SCJ Fiduciary Services

ESOP Independent Fiduciary in Louisville, KY

Kjersti Cory is an Independent Trustee on the SCJ Fiduciary Team. With her 25+ years of ESOP experience, Kjersti joined the team in July of 2022 and has been an asset to our team ever since. Having worked for ESOP companies since the 1990's, Great Banc ...

Miguel Paredes - Prudent Fiduciary Services

ESOP Independent Fiduciary in West Covina, CA

Miguel Paredes is Founder and President of Prudent Fiduciary Services. Prior to ...

Richard Glassman - ESOPPlus: Schatz Brown Glassman LLP

ESOP Independent Fiduciary in West Hartford, CT

Rich Glassman’s  is a founding member of ESOP Plus®  a law practice with a focus on ESOP planning, with more than 3 decades of experience as general counsel and senior manager with publicly-traded and closely-held companies. Rich Glassman was Pre...

Brandi Sanders - SCJ Fiduciary Services

ESOP Independent Fiduciary in Louisville, KY

Brandi joined SCJ Fiduciary Services in 2024.  She started her career in public accounting before migrating into Finance and Accounting, where she spent 20 years of her career at Givaudan Sense Colour, which was an Employee-Owned Company for a period of time.  Brandi served in many r...

Joel Phillips - Fiduciary Services, LLC

ESOP Independent Fiduciary in Pocatello, ID

Stephen James - SCJ Fiduciary Services

ESOP Independent Fiduciary in Louisville, KY

Steve James is the Founder and Independent Trustee of the SCJ Fiduciary Team. He founded the company in Louisville, KY in 2008. Steve spent many years practicing in public accounting for CPA firms, and afterwards served as a Controller, Chief Financial Officer (CFO), and Chief Operation Office...

Tom Murphy - Prudent Fiduciary Services

ESOP Independent Fiduciary in St. Paul, MN

Tom Murphy is an attorney and experienced ESOP Trustee.  Prior to joining Prudent Fiduciary Services, Mr. Murp...

Scot Storjohann - Greatbanc Trust Co.

ESOP Independent Fiduciary in lisle, IL

Scot Storjohann is Senior Vice President in the Employee Stock Ownership Plans (ESOP) Client Services group, with a focus on managing client relationships and ESOP transactions. Mr. Storjohann joined GreatBanc Trust Company in 2016 with more than 30 years of ESOP and qualified plan ...

Drew Schaefer - SCJ Fiduciary Services

ESOP Independent Fiduciary in Louisville, KY

Drew is an Independent Trustee on the SCJ Fiduciary Services Team.  He started his career in assurance at Ernst & Young before moving into industr...

Adele McLean - ERISA Advisory Group

ESOP Independent Fiduciary in Chapel Hill, NC

Adele McLean joined ERISA Advisory Group in 2023 following an extensive career in executive leadership roles within high-tech companies and consulting firms. Adele's strong communication skills, financial acumen, and strategic thinking make her a valuable asset in fiduciary capacities. She...

Independent Fiduciaries are Individuals or law firms, rather than bank or financial institutions, that provide trustee services as well as advise in-house ESOP fiduciaries on basic ESOP matters. The basic difference between an Institutional Trustee versus an Independent trustee is that in large, complex transactions, companies need to have the breadth of support a single person, small firm independent fiduciary may not be able to provide. In most cases, an independent Fiduciary, will act as an ESOP Trustee, and usually have a legal background.