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ESOP Independent Fiduciary, Consultants & Advisors


Joel Phillips - Fiduciary Services, LLC

ESOP Independent Fiduciary in Pocatello, ID


Miguel Paredes - Prudent Fiduciary Services

ESOP Independent Fiduciary in West Covina, CA

Miguel Paredes is Founder and President of Prudent Fiduciary Services. Prior to ...
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...
Scot Storjohann - Greatbanc Trust Co.

ESOP Independent Fiduciary in Des Moines, IA

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 ...
James Urbach - Urbach Law Group

ESOP Independent Fiduciary in Atlantic Beach, FL

James has served as an ERISA attorney in his early years, and for over 20 years served as an independent ESOP trustee. Serving as an independent fiduciary for ESOP Companies, James has worked with hundreds of companies and their former owners work through the ESOP Transition and transaction pr...
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...
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...
Michael New - Invictus Fiduciary Services, LLC

ESOP Independent Fiduciary in Memphis, TN

Michael New has been involved in ESOP transactions for over 20 years.  His background in business transactions started in 1998 at a Memphis law firm.   His work caught the attention of Ken Lenoir of Evolve Bank and Trust in 2006.  As Senior Trust Officer, Michael helped over 100...
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...
Lynn Archer - Greatbanc Trust Co.

ESOP Independent Fiduciary in Portland, OR

Lynn Archer serves as Senior Vice President and Business Development Officer in the Employee Stock Ownership Plans (ESOP) Client Services group, focusing on managing client relationships and ESOP transactions. Ms. Archer joined GreatBanc in 2018.
Wayne Isaacks - Isaacks and Associates

ESOP Independent Fiduciary in Houston, TX

Wayne Isaacks, JD, CPA is a Houston, Native who specializes in counseling owners and management of closely-held businesses in developing ownership and tax strategies and transactions to promote growth in value while minimizing losses to taxation.  Bus...

ESOP Marketplace connects you with local ESOP Independent Fiduciary

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.