I rate Merri 5 out of 5, but she’s really a 12. She’s been absolutely outstanding for us, she understands the ESOP environment like few other trustees. She has long-term experience, over 20 years’ worth, and a lot of valuable insight on how the ESOP community has changed over the years.
Her technical knowledge is superior, and she gives herself unwaveringly to ESOPs. She’s always there when we need her, and is a straight shooter who’ll always give you the unvarnished truth.
The way she has interacted with our board is clear and straightforward. On Day One, when we went to 100% ESOP ownership, she did a presentation to our employees in person, and helped foster the confidence that employees needed during the transition. This made such an impression on me that I still remember the exact date that this happened. She’s the best of the best.