Merri is a very dynamic individual and proactive in dealings. When our company became a 100% ESOP-owned sub-S corporation in 2004, she was instrumental during the transition. She is an absolute expert in the field of ESOPs, which she has demonstrated repeatedly from the first transaction to the present day.
I use her as a sounding board for all ESOP-related questions. She has extensive contacts and relationships in the ESOP community, including legal experts, company valuation advisors and many more.
She always takes a personal approach to her accounts. Recently, I had questions about company governance, and she made time to meet me for lunch and made valuable recommendations. Highly recommended to anyone involved in ESOP.