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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

Mr. Raman Venkat
President
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

Mr. Doug Wright
Secretary/Treasurer
Mountain Hardware & Sports
PO Box 2913
11320 Donner Pass Rd
Truckee, CA
96160-2913
(530) 587-4844
(530) 587-8717
dougwright@usamedia.tv 

Ms. Nancy Caraveo
First Vice President
Chatsworth Products, Inc.
31425 Agoura Rd
Westlake Village, CA
91361-4614
(818) 735-6133
(818) 735-6199
ncaraveo@chatsworth.com
www.chatsworth.com 

Ms. Karen L. O'Brine
Second Vice President
THCI/Superior Farms
1477 Drew Ave Ste 101
Davis, CA
95618-4881
(530) 297-3532
(530) 757-1268
kobrine@superiorfarms.com
www.superiorfarms.com

Mr. Matthew D. Goedert
Vice President-Professional Members
Sedgwick, Detert, Moran & Arnold, LLP
One Market Plaza
Steuart St. Tower, 8th Floor
San Francisco, CA
94105-1101
(415) 627-3489
Matthew.Goedert@sdma.com
www.sdma.com

Ms. Karen D. Aasen
Past President
Thoits Insurance Service, Inc.
160 W Santa Clara St Fl 12
San Jose, CA
95113-1701
(408) 792-5461
(408) 792-3661
kaasen@thoits-insurance.com
www.thoits-insurance.com 

Ms. Cres Van Keulen
Chapter Executive
California/Western States Chapter
PO Box 1367
Tiburon, CA
94920-4367
(415) 459-2234
(415) 366-3255
esop@vkam.com

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Carolinas Chapter Officers
Carolinas Chapter Newsletter

Ms. Gale Marett
President
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. J.L. Nichols, III
Vice President
Nichols Foodservice, Inc.
PO Box 729
Wallace, NC
28466-0729
(910) 285-3197
(910) 285-3596
jlnicholsiii@nicholsfoodservice.com
www.nicholsfoods.com 

Mr. Nick Verna
Executive Vice President
Social & Scientific Systems, Inc.
1009 Slater Rd Ste 120
Durham, NC
27703-8446
(919) 287-4317
(919) 941-9349
verna@niehs.nih.gov
www.s-3.com

Mr. William R. Whitehurst
Vice President
Womble Carlyle Sandridge & Rice, PLLC
One West Fourth Street
Winston Salem, NC
27101-3806
(336) 721-3653
(336) 733-8368
wwhitehurst@wcsr.com
www.esopsolutions.com 

Mr. Matthew G. Keene
Vice President-Membership
Principal Financial Group
4141 Parklake Ave Ste 500
Raleigh, NC
27612-2333
(919) 881-1277
(919) 881-1276
keene.matthew@principal.com
www.principal.com 

Mr. Michael Davis
Immediate Past President
Anderson & Associates, Inc.
406 Gallimore Dairy Rd
Greensboro, NC
27409-9725
(800) 438-0394
(336) 931-0990
davism@andassoc.com
www.andassoc.com 

Ms. Debroah Tompkins
Administrator
Carolinas State Chapter
PO Box 625
Stow, MA
01775-0625
(978) 779-0199
(978) 779-0199
carolinasesop@comcast.net

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Hawaii Chapter Officers

Ms. Frieda S. Takaki
President
CHART Rehabilitation of Hawaii, Inc.
826 S King St
Honolulu, HI
96813-3009
(808) 523-9043
(808) 526-0673
fstakaki@aol.com

Mr. Clayton S. Mimura
Vice President
GEOLABS, Inc.
2006 Kalihi St
Honolulu, HI
96819-3647
(808) 841-5064
(808) 847-1749
clayton@geolabs.net
www.geolabs.net 

Mr. Gary Oda
Vice President-Membership
Allied Builders System
1717 Akahi St Fl 3
Honolulu, HI
96819-4265
(808) 432-9935
(808) 432-9999
goda@abs.cc
www.abshawaii.com 

Mr. David T. Goya
Vice President-Arrangements
Roberts Hawaii, Inc.
680 Iwilei Rd Ste 700
Honolulu, HI
96817-5392
808-539-9463
(808) 440-3763
david.goya@robertshawaii.com
www.robertshawaii.com 

Mr. Greg 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. Robert M. Taylor
Treasurer
Maui Divers of Hawaii, Ltd.
1520 Liona Street
Honolulu, HI
96814-2441
(808) 943-8304
(808) 946-8460
bob@mauidivers.com

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Heart of America Chapter Officers

Mr. Denny Scott
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. David Cimpl
Executive Vice 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
Commerce Bank, N.A.
1000 Walnut St
BB17-5
Kansas City, MO
64106-2145
(816) 234-8835
(816) 234-8648
pam.hill@commercebank.com
www.commercebank.com 

Mr. Thomas H. Mug
Vice President
Gallop, Johnson & Neuman, L.C.
101 S Hanley Rd Ste 1700
Saint Louis, MO
63105-3487
(314) 615-6000
(314) 615-6001
thmug@gjn.com
www.gjn.com 

Mr. John C. Korschot, CFA,ASA,CBA,CPA/ABV
Secretary/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. Doug Lapham
Immediate Past President
Performance Contracting Group, Inc.
16400 College Blvd
Lenexa, KS
66219-1389
(913) 310-3394
(913) 310-3494
doug.lapham@pcg.com
www.pcg.com

Ms. Karrie Imbrogno
Administrator
OH/KY/MI/NJ/NY/HOA/PA/DE/IN Sta Chap
PO Box 407
Amherst, OH
44001-0407
(440) 989-1552
(440) 989-1553
karrie@esopchapters.com

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Illinois Chapter Officers
Chapter Website

Mr. Tony Lessmeister
President
Forsythe Technology, Inc.
7770 Frontage Rd
Skokie, IL
60077-2634
(847) 213-7580
(847) 213-8580
tlessmeister@forsythe.com

Mr. David B. Solomon
Vice President, Programs
Levenfeld Pearlstein
2 North Lasalle Street
Suite 1300
Chicago, IL
60602-3709
(312) 476-7526 
(312) 346-8434
dsolomon@lplegal.com
www.lplegal.com 

Mr. William Gorski
Immediate Past President
Bimba Manufacturing Company
PO Box 68
Monee, IL
60449-0068
(708) 534-8544
(708) 534-3441
gorskiw@bimba.com
www.bimba.com

Ms. Carol Jo Fritts
Vice President-Communications/Membership
First Neighborhood Bancshares, Inc.
PO Box 127
Toledo, IL
62468-0127
(217) 849-2701
(217) 849-3793
cfritts@firstneighbor.com
www.firstneighbor.com

Ms. Mickie Murphy
Vice President-Communications/Membership
Clifton Gunderson Financial Services
3077 W Jefferson St Ste 105
Joliet, IL
60435-5263
(815) 729-9421
(815) 729-9427
mickie.murphy@cliftonfinancial.com
www.cliftoncpa.com 

Ms. Julie Govreau
Vice President-Legislative
Morgan, Lewis & Bockius LLP
77 W Wacker Dr Fl 6
Chicago, IL
60601-1604
(312) 324-1186
(312) 324-1001
jgovreau@morganlewis.com
www.morganlewis.com 

Ms. Donna Walseth
Chapter Administrator
Illinois, Iowa / Nebraska, Northwest & Wisconsin State Chapters
906 97th Ln NE
Blaine, MN
55434-2578
(763) 785-4122
(763) 785-4168
dmwalseth@msn.com
www.ilesop.org

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Indiana Chapter Officers

Ms. Angela P. Danner
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

Mr. Andrew J. Manchir
President
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

Ms. Sharon B. Hearn
Vice President
Krieg DeVault LLP
1 Indiana Sq Ste 2800
Indianapolis, IN
46204-2017
(317) 636-4341
(317) 636-1507
shearn@kdlegal.com
www.kriegdevault.com

Mr. Patrick Petro
Vice President-Membership
Worm's Way, Inc.
7854 N State Road 37
Bloomington, IN
47404-9477
(812) 876-6450
(812) 876-7942
ppetro@wormsway.com
www.wormsway.com 

Mr. David Sheffield
Treasurer
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. Karrie Imbrogno
Administrator
OH/KY/MI/NJ/NY/HOA/PA/DE/IN Sta Chap
PO Box 407
Amherst, OH
44001-0407
(440) 989-1552
(440) 989-1553
karrie@esopchapters.com

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Iowa/Nebraska Chapter Officers

Mr. Dan Marcue
President
Woodward Communications, Inc.
801 Bluff St
Dubuque, IA
52001-4661
(563) 588-5720
(563) 588-5739
dmarcue@wcinet.com
www.wcinet.com 

Mr. Chris E. Best, CPA/ABV,CVA,ASA,MCBA
Vice President-Membership
Best Business Appraisals, LLC
14344 Y Street
Suite 102
Omaha, NE
68137-2805
(402) 895-6222
(402) 896-0845
chrisbest@bestbusinessappraisals.com
www.bestbusinessappraisals.com

Ms. Janis J. Winterhof
Vice President-Membership
Kutak Rock, LLP
1650 Farnam St
Omaha, NE
68102-2104
(402) 346-6000
(402) 346-1148
janis.winterhof@kutakrock.com
www.kutakrock.com

Mr. Jim Winterscheid
Vice President-Membership
Travel & Transport, Inc.
2120 S 72nd St Ste 450
Omaha, NE
68124-2341
(402) 548-3230
(402) 398-9405
jwinterscheid@landt.com
www.tandt.com 

Ms. Dawn Hafner
Vice President-Programs
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. Rodney N. Reinertson
Vice President-Programs
Van Meter Industrial
125 Courier St
Waterloo, IA
50701-1226
(319) 235-9313
rreinertson@vmind.com

Ms. Donna Walseth
Administrator
Illinois, Iowa / Nebraska, Northwest & Wisconsin State Chapters
906 97th Ln NE
Blaine, MN
55434-2578
(763) 785-4122
(763) 785-4168
dmwalseth@msn.com
www.ilesop.org 

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Michigan Chapter Officers

Mr. Dean Hubbard
President
Buist Electric, Inc.
8650 Byron Center Ave SW
Byron Center, MI
49315-9201
(616) 583-5207
(616) 583-5299
dhubbard@buistelectric.com
www.buistelectric.com 

Ms. Terri Barlow
Senior Vice President
Thomson-Shore, Inc.
7300 Joy Rd
Dexter, MI
48130-9492
(734) 426-6214
(800) 706-4545
terrib@thomsonshore.com
www.thomsonshore.com 

Mr. Brian DeMaagd
Vice President, Programs
Adamy & Company, P.C.
161 Ottawa Ave NW
Ste 411
Grand Rapids, MI
49503-2701
(616) 458-1835
(616) 458-1895
bdemaagd@adamyco.com
www.adamyco.com 

Ms. Lonnie L. Peppler-Moyer
Immediate Past President
Monroe Publishing Company
20 W 1st St
Monroe, MI
48161-2333
(734) 242-1100 x221
(734) 242-3175
lonnie@monroenews.com
www.monroenews.com 

Mr. Stephen J. Lowney
Treasurer
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 

Mr. Vernon Saper
Secretary
Warner Norcross & Judd LLP
111 Lyon St NW
900 Fifth Third Center
Grand Rapids, MI
49503-2406
(616) 752-2116
(616) 222-2116
vsaper@wnj.com
www.wnj.com 

Ms. Karrie Imbrogno
Administrator
OH/KY/MI/NJ/NY/HOA/PA/DE/IN Sta Chap
PO Box 407
Amherst, OH
44001-0407
(440) 989-1552
(440) 989-1553
karrie@esopchapters.com

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Mid-Atlantic Chapter Officers
Chapter Newsletter: MAC Connection

Mr. T. Keith Robertson
President
ComSonics, Inc.
PO Box 1106
Harrisonburg, VA
22801-1106
(540) 434-5965 x1251
(540) 434-9847
krobertson@comsonics.com
www.comsonics.com 

Mr. Paul Horn
Vice President-Membership
WorkPlace Consultants, LLC
9211 Fernwood Rd
Bethesda, MD
20817-3315
(301) 806-7422
(301) 365-7912
phorn@verizon.net
www.workplaceconsultants.net

Mr. Steven W. King
Regional Vice President-Western Virginia
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. Richard C. Mapp, III
Regional Vice President-Eastern Virginia
Equity Strategies LLC
150 W Main St Ste 2100
Norfolk, VA
23510-1681
(757) 624-3000
(757) 624-3169
rcmapp@equitystrategiesllc.com
www.equitystrategiesllc.com 

Mr. Thomas Roback, Jr., CEP,QKA
Regional Vice President-Capital Area
Blue Ridge ESOP Associates
100 N Beaumont Ave
Baltimore, MD
21228-4403
(410) 747-4840
(410) 747-4839
troback@blueridgeesop.com
www.blueridgeESOP.com 

Ms. Deborah Tompkins
Administrator
Mid-Atlantic Chapter
PO Box 625
Stow, MA
01775-0625
(978) 779-0199
(978) 779-0199
midatlanticesop@comcast.net

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Minnesota/Dakotas Chapter Officers
Chapter Website

Mr. Neal Smith
President
Dakota Supply Group
3021 E Broadway Ave
Bismarck, ND
58501-5116
(800) 660-5532
nsmith@dsginc.biz
www.dakotasupplygroup.com 

Ms. Sarah Niklaus
Vice President
HLB Tautges Redpath Ltd
4810 White Bear Pkwy
Saint Paul, MN
55110-3345
(651) 407-5846
(651) 426-5004
sniklaus@hlbtr.com
www.hlbtr.com

Mr. Steve Storkan
Vice President
Winona National Bank & Trust
750 Main St Ste 223
Mendota Heights, MN
55118-3768
(651) 452-2476
(651) 452-9355
steves@wnbtrust.com
www.wnbtrust.com 

Mr. John Purves
Past President
Toltz, King, Duvall, Anderson & Assoc.
444 Cedar St Ste 1500
Saint Paul, MN
55101-2110
(651) 292-4604
(651) 292-0083
purves.ja@tkda.com

Ms. Sue Crockett
Administrator
Minnesota Chapter of The ESOP Association
1805 3rd Avenue South, #302
Minneapolis, MN
55404-3280
612-872-4375
612-872-4377
scrockett@mnesop.org
www.mnesop.org 

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New England Chapter Officers
Chapter Website

Ms. Cindy Turcot
President
Gardener's Supply Company
128 Intervale Rd
Burlington, VT
05401-2804
(802) 660-3500
(802) 660-3501
cindyt@gardeners.com
www.gardeners.com

Mr. David Fitz-Gerald
Executive Vice President
Carris Reels
PO Box 696
Rutland, VT
05702-0696
(802) 770-3514
(802) 770-3681
dave.fitzgerald@carris.net 

Mr. Stephen P. Magowan
Vice President
Steiker, Fischer, Edwards & Greenapple, P.C.
156 College St Fl 3
Burlington, VT
05401-8423
(802) 860-4077
(802) 860-4087
smagowan@sfeglaw.com
www.sfeglaw.com

Ms. Barbara M. Clough
Vice President
Blue Ridge ESOP Associates
75 Austin Avenue
East Providence, RI 02914-2110
(401) 431-0222 fax (401) 431-0224
bclough@blueridgeesop.com
www.thepiergroupllc.com

Mr. Mike Lucas
Vice President
Fred C. Church, Inc.
41 Wellman St
Connector Park
Lowell, MA
01851-5134
(978) 458-1865 x-211
(978) 454-7969
mlucas@fredcchurch.com
www.fredcchurch.com

Mr. Cecil Ursprung
Vice President-Government Relations
Reflexite Corporation
27 Walbridge Rd
West Hartford, CT
06119-1344
(860) 670-5654
(860) 236-3056
CEU911@gmail.com
www.reflexite.com

Mr. Robert F. Schatz
Vice President-Membership
Schatz Law Offices LLC
1007 Farmington Ave Ste 4
West Hartford, CT
06107-2107
(860) 231-1054
(860) 231-1052
rschatz@schatzlaw.com
www.schatzlaw.com 

Mr. Richard E. Duffy
Chapter Development Officer 6 Fraser Dr
Salem, NH
03079-3928
(603) 898-4228
(603) 952-4462
ownershipvisions@prodigy.net 

Ms. Deborah Tompkins
Administrator
New England State Chapter
PO Box 625
Stow, MA
01775-0625
(978) 779-0199
(978) 779-0199
newenglandesop@hotmail.com 

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New Jersey/New York Chapter Officers

Lawrence Filipski
President
Stone Construction Equipment, Inc.
PO Box 150
8662 Main St
Honeoye, NY
14471-0150
(585) 229-3138
(585) 229-2363
lfilipski@stone-eqip.com
www.stone-equip.com 

Ms. Patricia Day
Vice President-New Jersey
Cenlar Capital Corp.
425 Phillips Blvd
Ewing, NJ
08618-1430
(609) 883-3900 x 3282
(609) 538-4027
pday@cenlar.com
www.cenlar.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 

Mr. Steven B. Greenapple, Esq.
Vice President-Metropolitan New York Area
Steiker Fischer Edwards & Greenapple, P.C.
6 South St Ste 201
Morristown, NJ
07960-8108
(973) 540-9292
(973) 540-9295
sgreenapple@sfeglaw.com
www.sfeglaw.com 

Mr. Joseph E. Marx
Vice President-Upper State Region
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. Tabitha M. Croscut
Vice President-Membership
Boylan, Brown, Code, Vigdor & Wilson, LLP
2400 Chase Sq
Rochester, NY
14604-1915
(585) 232-5300 x 223
(585) 238-9034
tcroscut@boylanbrown.com
www.boylanbrown.com 

Mr. Joseph Redman
Immediate Past President
Lewis Tree Service, Inc.
300 Lucius Gordon Dr
West Henrietta, NY
14586-9686
(585) 295-2424
(585) 235-5864
jredman@lewistree.com
www.lewistree.com 

Ms. Karrie Imbrogno
Administrator
OH/KY/MI/NJ/NY/HOA/PA/DE/IN Sta Chap
PO Box 407
Amherst, OH
44001-0407
(440) 989-1552
(440) 989-1553
karrie@esopchapters.com

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New South Chapter Officers
Chapter Website

Ms. Gale Alexander
President
American Health Companies, Inc.
PO Box 10
52 West Eighth Street
Parsons, TN
38363-0010
(731) 847-6343
(731) 847-4200
galexander@thmgt.com

Ms. Monica Allman
Executive Vice President
Publix Super Markets, Inc.
PO Box 32040
Lakeland, FL
33802-2040
(863) 688-7407 x 52322
(863) 680-5214
monica.allman@publix.com
www.publix.com

Mr. Adrian R. Loud
Vice President
Bennett Thrasher PC
3625 Cumberland Blvd SE
1 Overton Park, Suite 1000
Atlanta, GA
30339-3361
(770) 396-2200
(770) 390-0394
aloud@btcpa.net
www.btcpa.net 

Ms. Vanessa G. Murphy
Vice President
UBS Financial Services Inc./Private Wealth Management
The ESOP Group
3280 Peachtree Rd NW Fl 21
Atlanta, GA
30305-2438
(404) 479-6040
(404) 479-6049
vanessa.murphy@ubs.com
www.ubs.com/team/teag 

Mr. William A. Stewart
Vice President
PCE Investment Bankers
200 E. New England Ave
Suite 400
Winter Park, FL
32789-4341
(407) 621-2124
(407) 621-2199
wstewart@pcecompanies.com
www.pcecompanies.com 

Mr. David H. Williams
Vice President
Schiff Hardin LLP
1201 W Peachtree St NW Ste 2300
Atlanta, GA
30309-3453
(404) 437-7000
(404) 437-7100
dwilliams@schiffhardin.com
www.schiffhardin.com 

Ms. Marcia Williams
Vice President
Independence Trust Company
PO Box 682188
Franklin, TN
37068-2188
(615) 591-0044
(615) 591-8840
info@independencetrust.com
www.independencetrust.com 

Ms. Connie Woodmansee, QKA, CRSP
Vice President
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. Tommy C. Muse, Sr.
Immediate Past President
Aubrey Silvey Enterprises, Inc.
371 Hamp Jones Rd
Carrollton, GA
30117-9492
(770) 834-0738 x152
(770) 834-1055
tmuse@silvey.com
www.silvey.com 

Ms. Donna Walseth
Administrator
Illinois, Iowa / Nebraska, New South, Northwest & Wisconsin State Chapters
906 97th Ln NE
Blaine, MN
55434-2578
(763) 785-4122
(763) 785-4168
dmwalseth@msn.com

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Northwest Region Chapter Officers

Mr. Justin Jones
President
Parametrix, Inc.
PO Box 460
Sumner, WA
98390-0001
(253) 269-1330
(253) 863-0946
jjones@parametrix.com
www.parametrix.com 

Mr. Philip J. Carstens, Jr.
Vice President-Legislative
K&L Gates
618 W Riverside Ave
Bank of Whitman, Suite 300
Spokane, WA
99201-0602
(509) 624-2100
(506) 456-0146
philip.carstens@klgates.com
www.klgates.com 

Mr. Kim M. Blaugher, CPA
Vice President, Programs
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 

Ms. Kathryn Daly, ASA
Vice President-Membership
Columbia Financial Advisors, Inc.
720 SW Washington St Ste 650
Portland, OR
97205-3508
(503) 222-0562
(503) 222-1380
kdaly@cfai.com

Ms. Donna Walseth
Administrator
Illinois, Iowa / Nebraska, Northwest & Wisconsin State Chapters
906 97th Ln NE
Blaine, MN
55434-2578
(763) 785-4122
(763) 785-4168
dmwalseth@msn.com
www.ilesop.org

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Ohio/Kentucky Chapter Officers

Mr. Gary Demos
President
Dave Fox Remodeling, Inc.
1161 Bethel Rd Ste 204
Columbus, OH
43220-2773
(614) 459-7211
(614) 459-7133
gary@davfox.com
www.davefox.com 

Mr. Ali Jamshidi
Senior Vice President
CTL Engineering, Inc.
2860 Fisher Rd
Columbus, OH
43204-3538
(614) 276-8123
(614) 276-6377
ajamshidi@ctleng.com
www.ctleng.com 

Mr. Kenneth F. Hohman
Vice President-Kentucky
Bryan, Pendleton, Swats & McAllister, LLC
5301 Virginia Way Ste 400
Brentwood, TN
37027-7542
(502) 244-7828
(502) 244-7838
ken.hohman@bpsm.com
www.bpsm.com

Ms. Megan Koontz
Secretary/Treasurer
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. 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 

Ms. Deborah Stottlemyer
Immediate Past President
YSI, Incorporated
PO Box 279
1725 Brannum Lane
Yellow Springs, OH
45387-0279
(937) 767-7241 x352
(937) 767-9320
dstottlemyer@ysi.com
www.ysi.com 

Ms. Karrie Imbrogno
Administrator
OH/KY/MI/NJ/NY/HOA/PA/DE/IN Sta Chap
PO Box 407
Amherst, OH
44001-0407
(440) 989-1552
(440) 989-1553
karrie@esopchapters.com

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Pennsylvania/Delaware Chapter Officers

Mr. Bryan Wolcott
President
Restek Corporation
110 Benner Cir
Bellefonte, PA
16823-8497
(814) 353-1300
(814) 353-1796
bryan.wolcott@restek.com
www.restekcorp.com 

Mr. Tom Clements
Vice President
Glatfelter Insurance Group
PO Box 2726
183 Leaders Heights Road
York, PA
17405-2726
(717) 741-0911
(717) 741-4160

Mr. Rich Lender
Vice President
Your Building Centers, Inc.
2607 Beale Ave
P.O. Box 1230
Altoona, PA
16601-1909
(814) 946-4578
(814) 944-2166

Ms. Ellen R. Gealt
Secretary/Treasurer
ESOP Economics, Inc.
1616 Walnut St Ste 2110
Philadelphia, PA
19103-5323
(215) 546-6590
(215) 399-9127
ellen@esopeconomics.com
www.esopeconomics.com 

Ms. Alice H. Simons
Vice President, Programs
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 

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 

Ms. Karrie Imbrogno
Administrator
OH/KY/MI/NJ/NY/HOA/PA/DE/IN Sta Chap
PO Box 407
Amherst, OH
44001-0407
(440) 989-1552
(440) 989-1553
karrie@esopchapters.com

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Southwest Chapter Officers

Mr. David L. Kelly
President
Acadian Ambulance Service, Inc.
PO Box 98000
Lafayette, LA
70509-8000
(337) 291-3333
(337) 291-1591
dkelly@acadian.com
www.acadian.com 

Ms. Cindy Lewis
Executive Vice President
AirBorn, Inc.
4321 AirBorn Drive
Addison, TX
75001
(512) 863-5585 x281
lewisc@airborn.com

Mr. Steve Strifler
Vice President
Cisco-Eagle, Inc.
2120 Valley View Ln
Dallas, TX
75234-8911
(972) 331-3011
(972) 406-9577
steve.strifler@cisco-eagle.com
www.cisco-eagle.com 

Mr. Colin M. Henderson
Director
Strategic Investment Counsel Corp.
PO Box 180241
Dallas, TX
75218-0241
(214) 328-2400
(214) 328-3233
chenderson@strinco.com
www.strinco.com

Mr. Ellis E. Moseley
Director
FREEMAN
PO Box 660613
Dallas, TX
75266-0613
(214) 445-1104
(214) 445-9104
ellis.moseley@freemanco.com
www.freemanco.com 

Mr. Whit Perryman
Immediate Past President
Vermeer Equipment of Texas, Inc.
3025 State Highway 161
Irving, TX
75062-2137
(972) 255-3500
(972) 594-1034
wperryman@vermeertexas.com
www.vermeertexas.com 

Ms. Celia Burkheimer
Secretary
FREEMAN
1600 Viceroy Dr Ste 100
Dallas, TX
75235-2312
(214) 445-1132
(214) 445-9132
celia.burkheimer@freemanco.com
www.freemanco.com 

Mr. Robert Dill
Treasurer
HISCO, Inc.
6650 Concord Park Dr
Houston, TX
77040-4098
(713) 934-1639
(713) 934-1785
rdill@hiscoinc.com
www.hiscoinc.com 

Mr. Cy Farver, CAE
Administrator
Farver/Tupper Assoc. Mgmt. Co.
109 Morning Star Trl
Aurora, TX
76078-4508
(817) 489-3505
(817) 489-3757
ftdallas@aol.com

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Wisconsin Chapter Officers
Chapter Meetings & Newsletter

Ms. Pamela Klute
President
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. Betty Bollis
Vice President
Amerequip Corporation
1015 Calumet Ave
Kiel, WI
53042-9624
(920) 894-7063
(920) 894-3799
bbollis@amerequip.com
www.amerequip.com

Mr. Aaron J. Juckett, CPA,CPC,QPA,QKA
Vice President-Membership
ESOP Insourcing LLC
PO Box 1773
Appleton, WI
54912-1773
(920) 205-1273
(866) 337-1095
ajuckett@esopinsourcing.com
www.esopinsourcing.com 

Ms. Sandra Paavola, AVA
Vice President-Communications
Enterprise Services Inc.
355 Austin Cir
Delafield, WI
53018-2110
(262) 646-6490
(262) 646-6499
spaavola@esi-enterprise.com
www.esi-enterprise.com 

Mr. Ken Williams
Vice President-Legislative
Ruekert & Mielke, Inc.
W233 N2080 Ridgeview Pkwy
Waukesha, WI
53188-1019
(262) 953-3112
(262) 542-5631
kwilliams@ruekert-mielke.com
www.ruekert-mielke.com 

Ms. Donna Walseth
Chapter Administrator
Illinois, Iowa / Nebraska, Northwest & Wisconsin State Chapters
906 97th Ln NE
Blaine, MN
55434-2578
(763) 785-4122
(763) 785-4168
dmwalseth@msn.com
www.ilesop.org

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