ESOP Chapter Officers
Select Chapter link to see list of Officers:
California/Western States (AZ, CO, NV, UT) | The Carolinas | New South (FL, GA, AL, MS, TN) | Hawaii | Heart of America (KS, MO) | Illinois | Indiana | Iowa (NE) | Michigan | Mid-Atlantic (DC, MD, VA, WV) | Minnesota/Dakotas (ND, SD) | New England (CT, MA, ME, NH, RI, VT) | New Jersey | New York | Northwest Region (AK, MT, ID, OR, WA, WY) | Ohio (KY) | Pennsylvania (DE) | Southwest (AR, LA, NM, OK, TX) | Wisconsin
California/Western Chapter Officers
California / Western States Chapter Website
Ms. Nancy Latu
President
Corporate HR Manager
Chatsworth Products, Inc.
31425 Agoura Rd
Westlake Village, CA 91361-4614
(818) 735-6133
(818) 735-6199
nlatu@chatsworth.com
www.chatsworth.com
Ms. Karen Ellis
First Vice President
VP, HR & Corporate Development
Transhumance, Inc. (Superior Packing Company, Inc.)
1477 Drew Ave Ste 101
Davis, CA 95618-4881
(530) 297-3532
(530) 757-1268
Karen.ellis@superiorfarms.com
www.superiorfarms.com
Mr. Doug Wright
Second Vice President
General Manager & ESOP Trustee
Mountain Hardware & Sports
PO Box 2913
Truckee, CA 96160-2913
(530) 587-4844
(530) 587-8717
dougwright@usamedia.tv
Mr. James T. Griffin
Vice President-Professional Membership
Sr. Financial Consultant
Wells Fargo Private Client Services
2141 Rosecrans Ave Ste 4100 Ste 4100
El Segundo, CA 90245-4758
(310) 426-3854
james.t.griffin@wellsfargo.com
www.wellsfargo.com
Mr. Raman Venkat
Past President
Office of the CEO/CFO
LeFiell Manufacturing Company
13700 Firestone Blvd
Santa Fe Springs, CA 90670-5660
(562)921-3411 x318
(562)921-5480
vraman@lefiell.com
www.lefiell.com
Ms. Jenifer A. McDonald
Chapter Executive
California / Western States Chapter
The ESOP Association
PO Box 255431
Sacramento, CA 95865-5431
Phone (916) 333-3280
Fax (916) 487-7105
jenifer@caws-esop.org
www.esopassociation.org/chapters/CAWS.asp
Carolinas Chapter Officers
Carolinas Chapter Newsletter
Mr. J.L. Nichols, III
President
Nichols Foodservice, Inc.
PO Box 729
Wallace, NC 28466-0729
(910) 285-3197
(910) 285-3596
JlNicholsIII@nicholsfoodservice.com
www.nicholsfoods.com
Ms. Gale Marett
Immediate Past President
Assistant Controller
Salem Distributing Company, Inc.
5901 Gun Club Rd
Winston Salem, NC 27103-9732
(800) 234-1982 x 221
(336) 766-9455
gmarett@salemdist.com
www.salemdist.com
Mr. Nick Verna
Vice President
Senior Lab Supervisor
Social & Scientific Systems, Inc.
1009 Slater Road
Suite 120
Durham, NC 27703-8446
919-287-4317
Fax 919-941-9349
verna@s-3.com
www.s-3.com
Mr. Dennis Lofe
Vice President
CEO
Wilson Senior Care
116 Cashua Street
Darlington, SC 29532
843-393-9925
dlofe@wilsonseniorcare.com
www.wilsonseniorcare.com
Mr. Brent Armentrout
Vice President
ComStock Advisors
4400 Silas Creek Parkway
Winston-Salem, NC 27104
336-765-1155
Fax 336-765-3377
barmentrout@comstockadvisors.com
www.comstockadvisors.com
Ms. Caryn McNeill
Vice President-Membership
Partner
Smith Anderson
PO Box 2611
Raleigh, NC 27602-2611
(919) 821-1220
(919) 821-6800
cmcneill@smithlaw.com
www.smithlaw.com
Ms. Deborah Tompkins
Administrator
Carolinas State Chapter
PO Box 625
Stow, MA 01775-0625
(978) 779-0199
(978) 779-0199
carolinasesop@comcast.net
Mr. Gary Oda
President
President
Allied Builders System
1717 Akahi St Fl 2ND
Honolulu, HI 96819-4265
(808) 432-9935
(808) 432-9999
goda@abs.cc
www.abshawaii.com
Mr. Gregory M. Hansen, Esq.
Secretary
Case Lombardi & Pettit
737 Bishop St Ste 2600
Honolulu, HI 96813-3283
(808) 547-5400
(808) 533-0981
gmh@caselombardi.com
www.caselombardi.com
Mr. Clayton S. Mimura
Vice President-Membership
President/CEO
GEOLABS, Inc.
2006 Kalihi St
Honolulu, HI 96819-3647
(808) 841-5064
(808) 847-1749
clayton@geolabs.net
www.geolabs.net
Mr. Robert M. Taylor
Vice President-Legislative
President
Maui Divers of Hawaii, Ltd.
1520 Liona St
Honolulu, HI 96814-2493
(808) 943-8304
(808) 946-8460
bob@mauidivers.com
www.mauidivers.com
Ms. Frieda S. Takaki
Immediate Past President
President/CEO
CHART Rehabilitation of Hawaii, Inc.
826 S King St
Honolulu, HI 96813-3009
(808) 523-9043
(808) 526-0673
fstakaki@aol.com
Heart of America Chapter Officers
Mr. David Cimpl
President
MMC Corp
10955 Lowell Ave Ste 350
Overland Park, KS 66210-2408
(913) 469-0101
(913) 469-8780
dcimpl@mmccorps.com
Ms. Pamela T. Hill
Vice President
Vice President
Commerce Bank, N.A.
1000 Walnut St Ste 201
Kansas City, MO 64106-2152
(816) 234-8835
(816) 234-8648
pam.hill@commercebank.com
www.commercebank.com
Mr. George H. Meiners
Executive Vice President
Chief Financial Officer
Mechanical Breakdown Protection, Inc.
250 NE Mulberry St
Lees Summit, MO 64086-4533
(816) 347-0900 x104
(816) 347-9207
georgem@mbpinet.com
Ms. Brinda Beasley
Vice President
Executive Director, Resource Delivery & Support Services
The Newberry Group, Inc.
2510 S Old Highway 94
Saint Charles, MO 63303-5603
(636) 442-5735
(636) 928-8899
bbeasley@thenewberrygroup.com
www.thenewberrygroup.com
Mr. Denny Scott
Immediate Past President
Burns & McDonnell Engineers-Architects
9400 Ward Pkwy
Kansas City, MO 64114-3319
(816) 333-9400
(816) 822-3004
dscott@burnsmcd.com
www.burnsmcd.com
Mr. John C. Korschot, CFA,ASA,CBA,CPA/ABV
Treasurer
Stern Brothers Valuation Advisors
1044 Main St Ste 501
Kansas City, MO 64105-2157
(816) 471-0005
(816) 471-4414
korschot@sternbv.com
www.sternbv.com
Mr. Thomas H. Mug
Secretary
Gallop, Johnson & Neuman, L.C.
101 S Hanley Rd Ste 1700
Saint Louis, MO 63105-3487
(314) 615-6228
(314) 615-6001
thmug@gjn.com
www.gjn.com
Ms. Karrie Imbrogno
Chapter Administrator
Heart of America Chapter
PO Box 407
Amherst, OH 44001-0407
(440) 989-1552
(440) 989-1553
karrie@esopchapters.com
Illinois Chapter Officers
Chapter Website
Mr. Arthur Miller
President
General Counsel
Holden Industries, Inc.
500 Lake Cook Road
Suite 400
Deerfield, IL 60015-5269
(847) 940-1500
Fax (847) 940-1501
amiller@holdenindustriesinc.com
www.holdenindustriesinc.com
Mr. David B. Solomon
Executive Vice President
Partner
Levenfield Pearlstein
2 N La Salle Street
Suite 1300
Chicago, IL 60602-3709
(312) 346-8434
dsolomon@lplegal.com
www.lplegal.com
Ms. Danielle Montesano
Vice President – Legislative
First Bankers Trust Services, Inc.
15 Salt Creek Lane
Suite 117
Hinsdale, IL 60521-2926
(708) 710-7818
Danielle.montesano@fbtservices.com
www.fbtservices.com
Mr. Scott Szafasz
Vice President – Legislative
Director of Finance
Bimba Manufacturing Company
PO Box 68
Monee, IL 60449-0068
(708) 534-8544
Fax (708) 534-3441
szafaszs@bmiba.com
www.bimba.com
Ms. Mickie Murphy
Vice President – Marketing
Manager Employee Benefit Services
Clifton Gunderson Financial Services
3077 W Jefferson Street
Suite 105
Joliet, IL 60435-5263
(815) 729-9421
Fax (815) 729-9427
Mickie.murphy@cliftonfinancial.com
www.cliftonfinancial.com
Ms. Kim S. Abello
Vice President – Membership
Senior vice President
JPMorgan Chase Bank, N.A.
2000 S. Naperville Road
IL1-1060
Wheaton, IL 60189
(630) 221-2140
Fax (630) 221-2165
Kim.s.abello@jpmchase.com
www.jpmchase.com
Mr. John Kluth, CPA
Vice President – Membership
Chief Financial Officer
Cannon Cochran Management Services, Inc.
2 E Main Street
Suite 208
Danville, IL 61832-5844
(217) 444-1115
Fax (217) 443-0927
jkluth@ccmsi.com
www.ccmsi.com
Mr. Andrew Haake
Vice President – Programs
Partner
Lockton Companies, LLC
525 W Monroe Street
Suite 600
Chicago, IL 60661-3640
(312) 669-6721
Fax (312) 681-6837
Andrew.haake@lockton.com
www.lockton.com
Mr. Tony Lessmeister
Immediate Past President
Manager/Intergration & Configuration Center
Forsythe Technology, Inc.
7770 Frontage Road
Skokie, IL 60077-2634
(847) 213-7580
Fax (847) 213-8580
tlessmeister@forsythe.com
www.forsythe.com
Ms. Donna Walseth
Chapter Administrator
Illinois ESOP Chapter
906 97th Lane NE
Blaine, MN 55434-2578
(763) 785-4122
Fax (763) 785-4168
dwalseth@esopexec.org
www.ilesop.org
Ms. Tracy E. Woolsey
President
Horizon Bancorp
515 Franklin St
Michigan City, IN 46360-3328
(219) 874-9235
(219) 874-9230
twoolse@accesshorizon.com
www.accesshorizon.com
Ms. Angela P. Danner
Senior Vice President
Wood-Mizer Products, Inc.
8180 W 10th St
Indianapolis, IN 46214-2430
(317) 808-0740
(317) 273-7001
adanner@woodmizer.com
www.woodmizer.com
Ms. Sandra Clark
Vice President-Membership
Retirement Plans Administrator
Herff Jones, Inc.
4625 W 62nd St
Indianapolis, IN 46268-2546
(317) 329-3302
(317) 329-3302
ssclark@herffjones.com
www.herffjones.com
Mr. Andrew J. Manchir, ASA, CMA
Immediate Past President
Director of Business Valuation & ESOP Services
Katz, Sapper & Miller LLP
800 E 96th St Ste 500
Indianapolis, IN 46240-3771
(317) 428-1134
(317) 428-1135
AManchir@ksmcpa.com
www.ksmcpa.com
Mr. David Sheffield
Secretary
Vasey Commercial Heating & Air Conditioning
10830 Andrade Dr
Zionsville, IN 46077-9231
(317) 873-2512
(317) 873-3973
dsheffield@vaseycommercial.com
www.vasey.biz
Ms. Sharon B. Hearn
Treasurer
Krieg DeVault LLP
1 Indiana Sq Ste 2800
Indianapolis, IN 46204-2017
(317) 636-4341
(317) 636-1507
shearn@kdlegal.com
www.kriegdevault.com
Ms. Karrie Imbrogno
Chapter Administrator
Indiana Chapter
PO Box 407
Amherst, OH 44001-0407
(440) 989-1552
(440) 989-1553
karrie@esopchapters.com
Iowa/Nebraska Chapter Officers
Mr. Jim Winterscheid
President
Controller
Travel & Transport, Inc.
2120 S 72nd St Ste 450
Omaha, NE 68124-2366
(402) 548-3230
(402) 398-9405
jwinterscheid@tandt.com
www.tandt.com
Ms. Teresa Piccolo
Vice President
Vice President-Controller
Farmers National Company
11516 Nicholas St Ste 100
Omaha, NE 68154-4409
(402) 496-3276 x 369
(402) 493-0304
tpiccolo@farmersnational.com
Ms. Dawn Hafner, CPC, QPA
Vice President-Membership
Director
RSM McGladrey, Inc.
400 Locust St Ste 640
Des Moines, IA 50309-2354
(515) 558-6645
(515) 471-5406
dawn.hafner@rsmi.com
www.rsmi.com
Mr. Dan Marcue
Immediate Past President
Human Resource Director
Woodward Communications, Inc.
801 Bluff St
Dubuque, IA 52001-4661
(563) 588-5720
(563) 588-5739
dmarcue@wcinet.com
www.wcinet.com
Mr. Rodney N. Reinertson
Vice President-Programs
Van Meter Industrial
850 32nd Ave SW
Cedar Rapids, IA 52404-3913
(319) 291-3506
(319) 235-0365
rreinertson@vmind.com
Mr. Gary Kaufman
Vice President-Legislative
CR Pharmacy Service, Inc.
1014 5th Ave SE
Cedar Rapids, IA 52403-2417
(319) 363-4554 x324
(319) 896-4347
gkaufman@careprohs.com
www.careprohealthservices.com
Ms. Hillary Hughes, AM
Vice President-Programs
Senior Associate
Columbia Financial Advisors, Inc.
222 3rd St SE Ste 600A
Cedar Rapids, IA 52401-1526
(503) 222-0562
(503) 222-1380
hhughes@cfai.com
www.cfai.com
Ms. Donna Walseth
Administrator
Iowa / Nebraska Chapter
906 97th Ln NE
Blaine, MN 55434-2578
(763) 785-4122
(763) 785-4168
dwalseth@esopexec.org
www.iane-esop.org
Ms. Terri Barlow
President
Thomson-Shore, Inc.
7300 Joy Rd
Dexter, MI 48130-9492
(734) 426-6214
(800) 706-4545
terrib@thomsonshore.com
www.thomsonshore.com
Mr. Rick Kooiker
Senior Vice President
Fleetwood Group, Inc.
PO Box 1259
Holland, MI 49422-1259
(616) 396-1142
(616) 820-8300
Mr. Brian DeMaagd
Vice President, Programs
Manager
Adamy Valuation Advisors, Inc.
161 Ottawa Ave NW Ste 408
Grand Rapids, MI 49503-2713
(616) 284-3700
(616) 284-3710
bdemaagd@adamyvaluation.com
www.adamyvaluation.com
Ms. Lonnie L. Peppler-Moyer
Immediate Past President
President & Publisher
Monroe Publishing Company
20 W 1st St
Monroe, MI 48161-2333
(734) 242-1100 x-221
(734) 242-3175
lonnie@monroenews.com
www.monroenews.com
Mr. Vernon Saper
Secretary
Partner
Warner Norcross & Judd LLP
111 Lyon St NW Ste 900
Grand Rapids, MI 49503-2413
(616) 752-2116
(616) 222-2116
vsaper@wnj.com
www.wnj.com
Mr. Stephen J. Lowney
Treasurer
Attorney
Foster, Swift, Collins & Smith, P.C.
313 S Washington Sq
Lansing, MI 48933-2114
(517) 371-8272
(517) 371-8200
slowney@fosterswift.com
www.fosterswift.com
Ms. Karrie Imbrogno
Administrator
Michigan Chapter
PO Box 407
Amherst, OH 44001-0407
(440) 989-1552
(440) 989-1553
karrie@esopchapters.com
Mid-Atlantic Chapter Officers
Chapter Newsletter: MAC Connection
Mr. Steven W. King
President
Sales Engineering/Costing
Gala Industries, Inc.
181 Pauley St
Eagle Rock, VA 24085-3602
(540) 884-2589
(540)884-2310
sking@gala-industries.com
www.gala-industries.com
Mr. Paul Horn
Vice President-Membership
President
WorkPlace Consultants, LLC
9211 Fernwood Rd
Bethesda, MD 20817-3315
(301) 806-7422
(301) 365-7912
phorn@verizon.net
www.workplaceconsultants.net
Mr. Richard C. Mapp, III
Regional Vice President-Eastern Virginia
Kaufman & Canoles, P.C.
150 W Main St Ste 2100
Norfolk, VA 23510-1681
(757) 624-3285
(757)624-3169
rcmapp@kaufcan.com
www.kaufcan.com
Ms. Connie Burnette
Vice President-Western
Human Resource Manager
Wiley & Wilson, Inc.
PO Box 877
Lynchburg, VA 24505-0877
(434) 455-3243
(434) 947-1647
cburnette@wileywilson.com
www.wileywilson.com
Mr. Steve Earle
Regional Vice President-Capital Area
MidSouth Building Supply, Inc.
7940 Woodruff Court
Springfield, VA 22151-2107
(703) 321-8500
Fax (703) 321-9503
Searle@msbs.net
www.msbs.net
Ms. Deborah Tompkins
Administrator
Mid-Atlantic Chapter
PO Box 625
Stow, MA 01775-0625
(978) 779-0199
(978) 779-0199
midatlanticesop@comcast.net
Minnesota/Dakotas Chapter Officers
Chapter Website
Ms. Sarah Gengenbach
President
HLB Tautges Redpath Ltd
4810 White Bear Pkwy
Saint Paul, MN 55110-3345
(651) 407-5846
(651) 426-5004
sgengenbach@hlbtr.com
www.hlbtr.com
Mr. Steve Storkan
Vice President
President
Employee Benefits Group, LLC
750 Main St Ste 223
Mendota Heights, MN 55118-3768
(651) 452-9322
(651) 452-9355
steve.storkan@ebgllc-mn.com
www.ebgllc-mn.com
Ms. Missy McManigle
Vice President
The Walman Optical Company
801 12th Ave N Ste 2
Minneapolis, MN 55411-4294
(612) 520-6006
(800) 727-4448
mmcmanigle@walman.com
Mr. Neal Smith
Past President
Dakota Supply Group
15 N Kline St
Aberdeen, SD 57401-3534
(605) 225-7100
(605) 226-0155
nsmith@dsginc.biz
www.dakotasupplygroup.com
Ms. Sue Crockett
Chapter Executive
Minnesota / Dakotas Chapter
1805 3rd Ave S Apt 301
Minneapolis, MN 55404-3280
612-872-4375
612-872-4377
scrockett@mndak-esop.org
www.mndak-esop.org
New England Chapter Officers
Chapter Website
Mr. David Fitz-Gerald
President
Vice President & CFO
Carris Reels, Inc.
49 Main St
Proctor,VT 05765-1178
(802) 770-3560
(802) 770-3550
dave.fitzgerald@carris.net
Mr. Mike Lucas
Executive Vice President
Fred C. Church, Inc.
41 Wellman St
Lowell, MA 01851-5134
(978) 458-1865 x211
(978) 454-7969
mlucas@fredcchurch.co
www.fredcchurch.com
Ms. Barbara M. Clough, QKA
Vice President
Senior Plan Administrator
Blue Ridge ESOP Associates
75 Austin Ave
East Providence, RI 02914-2110
(401) 431-0222
(401) 431-0224
bclough@blueridgeesop.com
www.blueridgeesop.com
Mr. Mark Adams
Vice President
Executive Vice President
Sebago Technics, Inc.
PO Box 1339
Westbrook, ME 04098-1339
(207) 856-0277
(207) 856-2206
madams@sebagotechnics.com
www.sebagotechnics.com
Mr. Wayne Violette
Vice President – Membership
Project Planner
BL Companies, Inc.
355 Research Parkway
Suite 1
Meriden, CT 06450-7100
(203) 630-1406
(203) 427-2540
wviolette@blcompanies.com
www.blcompanies.com
Ms. Cindy Turcot
Past President
Chief Operating Officer
Gardener's Supply Company
128 Intervale Rd
Burlington, VT 05401-2804
(802) 660-3500
(802) 660-3501
cindyt@gardeners.com
www.gardeners.com
Mr. Richard E. Duffy
Chapter Development Officer
Chapter Development Officer
Office of Richard E. Duffy
6 Fraser Dr
Salem, NH 03079-3928
(603)898-4228
(603) 952-4462
ownershipvisions@prodigy.net
Ms. Deborah Tompkins
Administrator
New England Chapter
PO Box 625
Stow, MA 01775-0625
(978) 779-0199
(866) 936-2179
newenglandesop@hotmail.com
New Jersey/New York Chapter Officers
Ms. Patricia Day
President
Cenlar Capital Corp.
425 Phillips Blvd
Ewing, NJ 08618-1430
(609) 883-3900 x 3282
(609) 538-4027
pday@cenlar.com
www.cenlar.com
Mr. Jim Stefano
Executive Vice President
VP Client Services & Quality
Synergy Global Solutions
1100 Pittsford Victor Rd
Pittsford, NY 14534-3842
(585) 758-7250
jstefano@synergy.gs
www.synergy.gs
Mr. Steven B. Greenapple, Esq.
Vice President-Metropolitan New York Area
Partner
Steiker, Fischer, Edwards & Greenapple, P.C.
6 South St Ste 201
Morristown, NJ 07960-8108
(973) 540-9292 ext. 101
(973) 954-7331
sgreenapple@sfeglaw.com
www.sfeglaw.com
Mr. Joseph E. Marx
Vice President-Upper State Region
Vice President - Consulting
Principal Financial Group
5500 Main St Ste 304
Williamsville, NY 14221-6784
(716) 631-3255 x3034
(716) 631-0365
marx.joseph@principal.com
www.principal.com
Ms. JoAnn Casiuk
Secretary/Treasurer
Meier Supply Co.
123 Brown St
Johnson City, NY 13790-2045
(607) 797-7700
(607) 797-4303
jcasiuk@meiersupply.com
www.meiersupply.com
Ms. Karrie Imbrogno
Administrator
New Jersey / New York Chapter
PO Box 407
Amherst, OH 44001-0407
(440) 989-1552
(440) 989-1553
karrie@esopchapters.com
New South Chapter Officers
Chapter Website
Ms. Sayward Masselter
President
HR Director
Atlanta West Carpets, Inc.
PO Box 1159
Lithia Springs, GA 30122-7159
(770) 944-8731
(678) 244-4765
sayward.masselter@atlwest.com
www.atlwest.com
Mr. Nicholas J. Heinz, ASA
Vice President
Mercer Capital
5100 Poplar Ave Ste 2600
Memphis, TN 38137-2601
(901) 685-2120
(901) 685-2199
heinzn@mercercapital.com
www.mercercapital.com
Mr. Marshall Bartlett
Vice President
Senior Vice President
Independence Trust Company
PO Box 682188
Franklin, TN 37068-2188
(615) 591-0611
(615) 591-8840
mbartlett@independencetrust.com
www.independencetrust.com
Ms. Connie Woodmansee, QKA, CRSP
Vice President
Pension Consultant
Swerdlin & Company
5901 Peachtree Dunwoody Rd NE Bldg B Ste
Atlanta, GA 30328-5382
(678) 775-5548
(678) 735-3048
cwoodmansee@swerdlin.net
www.swerdlin.net
Mr. Adrian R. Loud, CPA,ABV,CFF,CVA
Vice President
Shareholder
Bennett Thrasher PC
3625 Cumberland Blvd SE
Atlanta, GA 30339-3361
(770) 396-2200
(770) 390-0394
aloud@btcpa.net
www.btcpa.net
Ms. Daphne Wilson
Vice President
Controller
McCord Communications
1508 Noble St
Anniston, AL 36201-3837
(256) 241-4725
(256) 237-6631
daphne.wilson@mccordcomm.com
www.mccordcommunications.com
Mr. William A. Stewart, CFA
Vice President
Investment Banking
PCE Investment Bankers
200 E New England Ave Ste 400
Winter Park, FL 32789-4341
(407) 621-2124
(407) 621-2199
wstewart@pcecompanies.com
www.pcecompanies.com
Ms. Gale Alexander
Immediate Past President
Tennessee Health Management
PO Box 10
Parsons, TN 38363-0010
(731) 847-6343
(731) 847-4200
galexander@thmgt.com
Ms. Donna Walseth
Administrator
New South Chapter
906 97th Ln NE
Blaine, MN 55434-2578
(763) 785-4122
(763) 785-4168
dwalseth@esopexec.org
Northwest Region Chapter Officers
Mr. Ron Hayes
President
Director of Sales
Pacific Steel & Recycling
PO Box 55
Lewistown, MT 59457-0055
(406) 538-2379
(406) 538-9495
ron_hayes@pacific-steel.com
www.pacific-steel.com
Mr. Philip J. Carstens, Jr.
Vice President
Attorney
K&L Gates
618 W Riverside Ave
Spokane, WA 99201-5103
(509) 624-2100
(506) 456-0146
philip.carstens@klgates.com
www.klgates.com
Ms. Kathryn Daly, ASA
Vice President
Managing Director
Chartwell Capital Solutions
121 SW Salmon Street
Suite 1100
One World Trade Center
Portland, OR 97204-2921
(503) 471-1465
Kathryn.Daly@chartwellcapitalsolutions.com
www.chartwellcapitalsolutions.com
Mr. Kim M. Blaugher, CPA
Vice President
VP Consulting
Principal Financial Group
910 W Main St Ste 316
Boise, ID 83702-5733
(208) 336-1957
(208) 336-0741
blaugher.kim@principal.com
www.principal.com
Mr. Justin Jones
Immediate Past President
Parametrix, Inc.
PO Box 460
Sumner, WA 98390-0001
(253) 269-1330
(253) 863-0946
jjones@parametrix.com
www.parametrix.com
Ms. Donna Walseth
Administrator
Northwest Chapter
906 97th Ln NE
Blaine, MN 55434-2578
(763) 785-4122
(763) 785-4168
dwalseth@esopexec.org
Ohio/Kentucky Chapter Officers
Mr. Ali Jamshidi
President
CTL Engineering, Inc.
2860 Fisher Rd
Columbus, OH 43204-3538
(614) 276-8123
(614) 276-6377
ajamshidi@ctleng.com
www.ctleng.com
Ms. Megan Koontz
Senior Vice President
Quick Solutions, Inc.
440 Polaris Pkwy Ste 500
Westerville, OH 43082-6083
(614) 825-8000
(614) 846-4457
mkoontz@quicksolutions.com
www.quicksolutions.com
Mr. Robert Gutmann
Vice President-Kentucky
Bryan, Pendleton, Swats & McAllister, LLC
11807 Brinley Ave Ste 101
Louisville, KY 40243-3003
(502) 253-4634
(502) 244-7838
rob.gutmann@bpsm.com
www.bpsm.com
Mr. Pete Shuler
Vice President-Ohio
Crowe Horwath LLP
10 W Broad St Ste 1700
Columbus, OH 43215-3454
(614) 280-5208
(614) 365-2222
pete.shuler@crowehorwath.com
www.crowehorwath.com
Mr. Gary Demos
Immediate Past President
Dave Fox Remodeling, Inc.
1161 Bethel Rd Ste 204
Columbus, OH 43220-2773
(614) 459-7211
(614) 459-7133
gary@davefox.com
www.davefox.com
Ms. Robyn Pollina
Secretary/Treasurer
Chief Financial Officer
The Palmer-Donavin Mfg., Co.
1200 Steelwood Rd
Columbus, OH 43212-1372
(614) 486-9657 x-1225
(614) 486-5073
robyn.pollina@palmerdonavin.com
www.palmerdonavin.com
Ms. Karrie Imbrogno
Administrator
Ohio / Kentucky Chapter
PO Box 407
Amherst, OH 44001-0407
(440) 989-1552
(440) 989-1553
karrie@esopchapters.com
Pennsylvania/Delaware Chapter Officers
Mr. Tom Clements
President
Glatfelter Insurance Group
PO Box 2726
York, PA 17405-2726
(717) 741-0911
(717) 741-4160
tclements@glatfelters.com
Mr. Jeffrey S. Gelburd
Executive Vice President
Vice President
Murray Insurance Associates, Inc.
PO Box 1728
Lancaster, PA 17608-1728
Work Phone: (717) 735-7176
Fax: (717) 299-6770
Email: jgelburd@murrayins.com
Website: www.murrayins.com
Ms. Alice H. Simons
Vice President
Marketing Manager
SES Advisors, Inc.
10 Shurs Ln Ste 102
Philadelphia, PA 19127-2193
(215) 508-1600 x243
(215) 508-2500
asimons@sesadvisors.com
www.sesadvisors.com
Dr. Virginia J. Vanderslice
Vice President
Principal
Praxis Consulting Group, Inc.
9 A/B West Highland Avenue
Philadelphia, PA 19118-3317
Work Phone: (215) 753-0303
Fax: (215) 753-0305
Email: ginny@praxiscg.com
Website: www.praxiscg.com
Mrs. Linda Luckenbaugh
Immediate Past President
Wexco Incorporated
3500 Board Rd
York, PA 17406-8418
(717) 764-8585 x 251
(717) 764-8160
lluckenbaugh@wexco-inc.com
www.wexco-inc.com
Mr. Edward A. Wilusz, ASA, CFA
Secretary/Treasurer
President
Value Management Inc.
2370 York Rd Ste E2
Jamison, PA 18929-1031
(215) 343-0500
(215) 343-0501
eaw@valuemanagementinc.com
www.valuemanagementinc.com
Ms. Karrie Imbrogno
Administrator
OH/KY/MI/NJ/NY/HOA/PA/DE/IN State Chapters
PO Box 407
Amherst, OH 44001-0407
(440) 989-1552
(440) 989-1553
karrie@esopchapters.com
Southwest Chapter Officers
Chapter Website
Mr. Robert Dill
President
President
HISCO, Inc.
6650 Concord Park Dr
Houston, TX 77040-4098
Work Phone: (713) 934-1639
Fax: (713) 934-1785
Email: bdill@hiscoinc.com
Website: www.hiscoinc.com
Ms. Cindy Lewis
Executive Vice President
AirBorn, Inc.
3500 Airborn Cir
Georgetown, TX 78626-8215
Work Phone: (512) 863-5585 x281
Fax: (972) 931-9305
Email: lewisc@airborn.com
Website: www.airborn.com
Ms. Celia Burkheimer
Vice President
FREEMAN
1600 Viceroy Dr Ste 100
Dallas, TX 75235-2312
Work Phone: (214) 445-1132
Fax: (214) 445-9132
Email: celia.burkheimer@freemanco.com
Website: www.freemanco.com
Ms. Elizabeth Womack
Secretary
Vermeer Texas-Louisiana, Inc.
3025 State Highway 161
Irving, TX 75062-2137
Work Phone: (972) 255-3500
Fax: (972) 594-1034
Email: ewomack@vermeertexas.com
Website: www.vermeertexas.com
Mr. S. R. ‘Randy’ Williams
Treasurer
Vice President / CFO
Cisco-Eagle, Inc.
2120 Valley View Lane
Dallas, TX 75234-8911
Work Phone: (972) 331-3011
Email: randy.williams@cisco-eagle.com
Website: www.cisco-eagle.com
Mr. Steven W. Strifler
Past President
President
Cisco-Eagle, Inc.
2120 Valley View Ln
Dallas, TX 75234-8911
Work Phone: (972) 331-3042
Fax: (972) 406-9577
Email: steve.strifler@cisco-eagle.com
Website: www.cisco-eagle.com
Mr. James E. Schranz
Administrator
Southwest Chapter Administrator
Southwest ESOP Chapter
301 County Road 2754
Naples, TX 75568-7701
Work Phone: (903) 575-7345
Email: jschranz7@gmail.com
Website: http://www.esopassociation.org/chapters/chapers_southwest.asp
Wisconsin Chapter Officers
Chapter Website
Ms. Sherri A. McDermott
President
VP Human Resources
Sentry Equipment Corp.
966 Blue Ribbon Cir N
Oconomowoc,WI 53066-8666
(262) 567-8153
(262) 567-4523
SherriM@sentry-equip.com
www.sentry-equip.com
Mr. Aaron J. Juckett, CPA,CPC,QPA,QKA
Vice President
President
ESOP Partners
PO Box 1773
Appleton, WI 54912-1773
(920) 659-6002
(866) 337-1095
ajuckett@ESOPPartners.com
www.ESOPPartners.com
Ms. Renee M. Stadtmueller, CPA
Vice President
Administrative Consultant
Principal Financial Group
1025 E South River St
Appleton, WI 54915-2225
(920) 734-0144
(920) 882-9659
stadtmueller.renee@principal.com
www.principal.com
Ms. Wendy Yates
Vice President
Holden Industries, Inc.
405 Commerce St
Waukesha, WI 53186-5601
(800) 325-6939 x-216
(847) 940-1501
Ms. Sandra Paavola, AVA
Vice President
Vice President
Enterprise Services Inc.
355 Austin Cir
Delafield, WI 53018-2110
(262) 646-6490
(262) 646-6499
spaavola@esi-enterprise.com
www.esi-enterprise.com
Ms. Lynn Seeger
Vice President
Communications, Cabling & Networking
N27W23588 Paul Rd
Pewaukee, WI 53072-5790
(262) 523-3121
(262) 523-0393
lseeger@cc-n.com
Ms. Pamela Klute
Immediate Past President
Vice President - Human Resources
Trachte Building Systems, Inc.
314 Wilburn Rd
Sun Prairie, WI 53590-1474
(608) 327-3156
(608) 299-1777
pklute@trachte.com
www.trachte.com
Ms. Donna Walseth
Chapter Administrator
Wisconsin Chapter
906 97th Lane NE
Blaine, MN 55434-2578
(763) 785-4122
(763) 785-4168
dwalseth@esopexec.org
www.wiesop.org