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
Office of the CEO/CFO
LeFiell Manufacturing Company
13700 Firestone Blvd
Santa Fe Springs, CA 90670-5660
Work Phone: (562) 921-3411 x318
Fax: (562) 921-5480
Home Phone: (562) 572-8228
Email: vraman@lefiell.com
Website: www.lefiell.com
Ms. Nancy Caraveo
First Vice President
Corporate HR Manager
Chatsworth Products, Inc.
31425 Agoura Rd
Westlake Village, CA 91361-4614
Work Phone: (818) 735-6133
Fax: (818) 735-6199
Email: ncaraveo@chatsworth.com
Website: www.chatsworth.com
Ms. Karen L. O'Brine
Second Vice President
VP, HR & Corporate Development
THCI/Superior Farms
1477 Drew Ave Ste 101
Davis, CA 95618-4881
Work Phone: (530) 297-3532
Fax: (530) 757-1268
Email: kobrine@superiorfarms.com
Website: www.superiorfarms.com
Mr. Doug Wright
Secretary/Treasurer
General Manager & ESOP Trustee
Mountain Hardware & Sports
PO Box 2913
11320 Donner Pass Rd
Truckee, CA 96160-2913
Work Phone: (530) 587-4844
Fax: (530) 587-8717
Email: dougwright@usamedia.tv
Mr. Matthew D. Goedert
Vice President-Professional Membership
Sedgwick, Detert, Moran & Arnold, LLP
1 Market Plz Ste 800
Steuart St. Tower, 8th Floor
San Francisco, CA 94105-1008
Work Phone: (415) 627-3489
Fax: (415) 781-2635
Email: matthew.goedert@sdma.com
Website: www.sdma.com
Ms. Karen D. Aasen
Past President
VP, HR & Administration
Thoits Insurance Service, Inc.
160 W Santa Clara St Ste 1200
San Jose, CA 95113-1733
Work Phone: (408) 792-5461
Fax: (408) 792-3661
Email: kaasen@thoitsinsurance.com
Website: www.thoitsinsurance.com
Ms. Cres Van Keulen
Chapter Executive
California/Western States Chapter
PO Box 1367
Tiburon, CA 94920-4367
Work Phone: (415) 459-2234
Fax: (415) 366-3255
Email: esop@vkam.com
Carolinas Chapter Officers
Carolinas Chapter Newsletter
Ms. Gale Marett
President
Assistant Controller
Salem Distributing Company, Inc.
5901 Gun Club Rd
Winston Salem, NC 27103-9732
Work Phone: (800) 234-1982 x 221
Fax: (336) 766-9455
Email: gmarett@salemdist.com
Website: www.salemdist.com
Mr. J.L. Nichols, III
Vice President
Nichols Foodservice, Inc.
PO Box 729
Wallace, NC 28466-0729
Work Phone: (910) 285-3197
Fax: (910) 285-3596
Email: JlNicholsIII@nicholsfoodservice.com
Website: www.nicholsfoods.com
Mr. Nick Verna
Executive Vice President
Sr. Lab Supervisor
Social & Scientific Systems, Inc.
1009 Slater Rd Ste 120
Durham, NC 27703-8446
Work Phone: (919) 287-4317
Fax: (919) 941-9349
Email: verna@s-3.com
Website: www.s-3.com
Mr. William R. Whitehurst
Vice President
Womble Carlyle Sandridge & Rice, PLLC
1 W 4th St Ste 100
Winston Salem, NC 27101-3818
Work Phone: (336) 721-3653
Fax: (336) 733-8368
Email: wwhitehurst@wcsr.com
Website: www.esopsolutions.com
Mr. Matthew G. Keene
Vice President-Membership
Director - Consulting
Principal Financial Group
4141 Parklake Ave Ste 500
Raleigh, NC 27612-2333
Work Phone: (919) 881-1277
Fax: (919) 881-1276
Email: keene.matthew@principal.com
Website: www.principal.com
Mr. Michael Davis
Immediate Past President
Anderson & Associates, Inc.
406 Gallimore Dairy Rd
Greensboro, NC 27409-9725
Work Phone: (800) 438-0394
Fax: (336) 931-0990
Email: davism@andassoc.com
Website: www.andassoc.com
Ms. Deborah Tompkins
Administrator
Administrator
Carolinas State Chapter
PO Box 625
Stow, MA 01775-0625
Work Phone: (978) 779-0199
Fax: (978) 779-0199
Email: carolinasesop@comcast.net
Mr. Gary Oda
President
Allied Builders System
1717 Akahi St Fl 2ND
Honolulu, HI 96819-4265
Work Phone: (808) 432-9935
Fax: (808) 432-9999
Email: goda@abs.cc
Website: www.abshawaii.com
Mr. Clayton S. Mimura
Vice President-Membership
President/CEO
GEOLABS, Inc.
2006 Kalihi St
Honolulu, HI 96819-3647
Work Phone: (808) 841-5064
Fax: (808) 847-1749
Email: clayton@geolabs.net
Website: www.geolabs.net
Ms. Frieda S. Takaki
Immediate Past President
President/CEO
CHART Rehabilitation of Hawaii, Inc.
826 S King St
Honolulu, HI 96813-3009
Work Phone: (808) 523-9043
Fax: (808) 526-0673
Email: fstakaki@aol.com
Mr. Greg M. Hansen, Esq.
Secretary
Case Lombardi & Pettit
737 Bishop St Ste 2600
Honolulu, HI 96813-3283
Work Phone: (808) 547-5400
Fax: (808) 533-0981
Home Phone: (808) 223-4690
Email: gmh@caselombardi.com
Website: www.caselombardi.com
Mr. Robert M. Taylor
Treasurer
President
Maui Divers of Hawaii, Ltd.
1520 Liona St
Honolulu, HI 96814-2493
Work Phone: (808) 943-8304
Fax: (808) 946-8460
Email: bob@mauidivers.com
Heart of America Chapter Officers
Mr. David Cimpl
President
MMC Corp
10955 Lowell Ave Ste 350
Overland Park, KS 66210-2408
Work Phone: (913) 469-0101
Fax: (913) 469-8780
Email: dcimpl@mmccorps.com
Ms. Pamela T. Hill
Vice President
Vice President
Commerce Bank, N.A.
1000 Walnut St Ste 201
BB17-5
Kansas City, MO 64106-2152
Work Phone: (816) 234-8835
Fax: (816) 234-8648
Home Phone: (816) 810-6300
Email: pam.hill@commercebank.com
Website: 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
Work Phone: (816) 347-0900 x104
Fax: (816) 347-9207
Email: georgem@mbpinet.com
Mr. Jeffrey Willey
Vice President
Director, Marketing & Communications
The Newberry Group, Inc.
2510 S Old Highway 94
Saint Charles, MO 63303-5603
Work Phone: (636) 928-9944 x 5705
Fax: (636) 928-8899
Email: jwilley@thenewberrygroup.com
Website: www.thenewberrygroup.com
Mr. Denny Scott
Immediate Past President
Burns & McDonnell Engineers-Architects
9400 Ward Pkwy
Kansas City, MO 64114-3319
Work Phone: (816) 333-9400
Fax: (816) 822-3004
Email: dscott@burnsmcd.com
Website: 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
Work Phone: (816) 471-0005
Fax: (816) 471-4414
Email: korschot@sternbv.com
Website: www.sternbv.com
Mr. Thomas H. Mug
Secretary
Gallop, Johnson & Neuman, L.C.
101 S Hanley Rd Ste 1700
Saint Louis, MO 63105-3487
Work Phone: (314) 615-6000
Fax: (314) 615-6001
Email: thmug@gjn.com
Website: www.gjn.com
Ms. Karrie Imbrogno
Administrator
OH/KY/MI/NJ/NY/HOA/PA/DE/IN Sta Chap
PO Box 407
Amherst, OH 44001-0407
Work Phone: (440) 989-1552
Fax: (440) 989-1553
Email: karrie@esopchapters.com
Illinois Chapter Officers
Chapter Website
Mr. Tony Lessmeister
President
Forsythe Technology, Inc.
7770 Frontage Rd
Skokie, IL 60077-2634
Work Phone: (847) 213-7580
Fax: (847) 213-8580
Home Phone: (630) 730-7264
Email: tlessmeister@forsythe.com
Ms. Mickie Murphy
Vice President-Membership
Manager Employee Benefit Services
Clifton Gunderson Financial Services
3077 W Jefferson St Ste 105
Joliet, IL 60435-5263
Work Phone: (815) 729-9421
Fax: (815) 729-9427
Email: mickie.murphy@cliftonfinancial.com
Website: www.cliftoncpa.com
Ms. Julie Govreau
Vice President-Government Relations
Attorney
Morgan, Lewis & Bockius LLP
77 W Wacker Dr Ste 500
Chicago, IL 60601-1671
Work Phone: (312) 324-1186
Fax: (312) 324-1001
Email: jgovreau@morganlewis.com
Website: www.morganlewis.com
Mr. Arthur Miller
Vice President-Government Relations
General Counsel
Holden Industries, Inc.
500 Lake Cook Rd Ste 400
Deerfield, IL 60015-5269
Work Phone: (847) 940-1500
Fax: (847) 940-1501
Email: amiller@holdenindustriesinc.com
Mr. David B. Solomon
Vice President-Programs
Partner
Levenfeld Pearlstein
2 N La Salle St Ste 1300
Chicago, IL 60602-3709
Work Phone: (312) 476-7526
Fax: (312) 346-8434
Email: dsolomon@lplegal.com
Website: www.lplegal.com
Ms. Donna Walseth
Administrator
Administrator
Illinois, Iowa / Nebraska, New South, Northwest
& Wisconsin State Chapters
906 97th Ln NE
Blaine, MN 55434-2578
Work Phone: (763) 785-4122
Fax: (763) 785-4168
Home Phone: (651) 983-3314
Email: dwalseth@esopexec.org
Website: www.ilesop.org
Ms. Tracy E. Woolsey
President
Horizon Bancorp
515 Franklin St
Michigan City, IN 46360-3328
Work Phone: (218) 874-9235
Fax: (219) 874-9230
Email: twoolse@accesshorizon.com
Website: www.accesshorizon.com
Ms. Angela P. Danner
Senior Vice President
Wood-Mizer Products, Inc.
8180 W 10th St
Indianapolis, IN 46214-2430
Work Phone: (317) 808-0740
Fax: (317) 273-7001
Email: adanner@woodmizer.com
Website: www.woodmizer.com
Ms. Sandra S. Clark
Vice President-Membership
Herff Jones, Inc.
4625 W 62nd Street
Indianapolis, IN 46268
317-329-3302
Fax 317-329-3302
ssclark@herffjones.com
www.herffjones.com
Mr. Andrew J. Manchir
Immediate Past President
Katz, Sapper & Miller LLP
800 E 96th St Ste 500
Indianapolis, IN 46240-3771
Work Phone: (317) 428-1134
Fax: (317) 428-1135
Email: AManchir@ksmcpa.com
Website: www.ksmcpa.com
Ms. Sharon B. Hearn
Treasurer
Krieg DeVault LLP
1 Indiana Sq Ste 2800
Indianapolis, IN 46204-2017
Work Phone: (317) 636-4341
Fax: (317) 636-1507
Email: shearn@kdlegal.com
Website: www.kriegdevault.com
Mr. David Sheffield
Secretary
Vasey Commercial Heating & Air Conditioning
10830 Andrade Dr
Zionsville, IN 46077-9231
Work Phone: (317) 873-2512
Fax: (317) 873-3973
Email: dsheffield@vaseycommercial.com
Website: 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
Work Phone: (440) 989-1552
Fax: (440) 989-1553
Email: 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
Work Phone: (402) 548-3230
Fax: (402) 398-9405
Email: jwinterscheid@tandt.com
Website: www.tandt.com
Mr. Chris E. Best, CPA/ABV,ASA,MCBA
Vice President-Membership
Best Business Appraisals, LLC
14344 Y St Ste 102
Omaha, NE 68137-2805
Work Phone: (402) 895-6222
Fax: (402) 896-0845
Home Phone: (402) 960-9746
Email: chrisbest@bestbusinessappraisals.com
Website: www.bestbusinessappraisals.com
Ms. Janis J. Winterhof
Vice President-Membership
Attorney
Kutak Rock, LLP
1650 Farnam St Fl 3
Omaha, NE 68102-2103
Work Phone: (402) 346-6000
Fax: (402) 346-1148
Email: janis.winterhof@kutakrock.com
Website: www.kutakrock.com
Mr. Dan Marcue
Immediate Past President
Human Resource Director
Woodward Communications, Inc.
801 Bluff St
Dubuque, IA 52001-4661
Work Phone: (563) 588-5720
Fax: (563) 588-5739
Email: dmarcue@wcinet.com
Website: www.wcinet.com
Ms. Dawn Hafner, CPC, QPA
Vice President-Programs
Director
RSM McGladrey, Inc.
400 Locust St Ste 640
Des Moines, IA 50309-2354
Work Phone: (515) 558-6645
Fax: (515) 471-5406
Email: dawn.hafner@rsmi.com
Website: www.rsmi.com
Mr. Gary Kaufman
Vice President-Government Relations
CR Pharmacy Service, Inc.
1014 5th Ave SE
Cedar Rapids, IA 52403-2417
Work Phone: (319) 363-4554 x324
Fax: (319) 896-4347
Email: gkaufman@careprohs.com
Website: www.careprohealthservices.com
Mr. Rodney N. Reinertson
Vice President-Programs
Van Meter Industrial
850 32nd Ave SW
Cedar Rapids, IA 52404-3913
Work Phone: (319) 291-3506
Fax: (319) 235-0365
Email: rreinertson@vmind.com
Ms. Donna Walseth
Administrator
Administrator
Illinois, Iowa / Nebraska, New South, Northwest
& Wisconsin State Chapters
906 97th Ln NE
Blaine, MN 55434-2578
Work Phone: (763) 785-4122
Fax: (763) 785-4168
Home Phone: (651) 983-3314
Email: dwalseth@esopexec.org
Website: www.ilesop.org
Ms. Terri Barlow
President
Thomson-Shore, Inc.
7300 Joy Rd
Dexter, MI 48130-9492
Work Phone: (734) 426-6214
Fax: (800) 706-4545
Home Phone: (734) 417-8653
Email: terrib@thomsonshore.com
Website: www.thomsonshore.com
Mr. Rick Kooiker
Senior Vice President
Fleetwood Group, Inc.
Ms. Terri Barlow
President
Thomson-Shore, Inc.
7300 Joy Rd
Dexter, MI 48130-9492
Work Phone: (734) 426-6214
Fax: (800) 706-4545
Home Phone: (734) 417-8653
Email: terrib@thomsonshore.com
Website: www.thomsonshore.com
Mr. Rick Kooiker
Senior Vice President
Fleetwood Group, Inc.
PO Box 1259
Holland, MI 49422-1259
Work Phone: (616) 396-1142
Fax: (616) 820-8300
Mr. Brian DeMaagd
Vice President, Programs
Manager
Adamy Valuation Advisors
161 Ottawa Ave NW Ste 408
408 Waters Building
Grand Rapids, MI 49503-2713
Work Phone: (616) 284-3700
Fax: (616) 284-3710
Email: bdemaagd@adamyvaluation.com
Website: www.adamyvaluation.com
Ms. Lonnie L. Peppler-Moyer
Immediate Past President
President & Publisher
Monroe Publishing Company
20 W 1st St
Monroe, MI 48161-2333
Work Phone: (734) 242-1100 x-221
Fax: (734) 242-3175
Email: lonnie@monroenews.com
Website: www.monroenews.com
Mr. Stephen J. Lowney
Treasurer
Attorney
Foster, Swift, Collins & Smith, P.C.
313 S Washington Sq
Lansing, MI 48933-2114
Work Phone: (517) 371-8272
Fax: (517) 371-8200
Email: slowney@fosterswift.com
Website: www.fosterswift.com
Mr. Vernon Saper
Secretary
Partner
Warner Norcross & Judd LLP
111 Lyon St NW Ste 900
900 Fifth Third Center
Grand Rapids, MI 49503-2413
Work Phone: (616) 752-2116
Fax: (616) 222-2116
Email: vsaper@wnj.com
Website: 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
Work Phone: (440) 989-1552
Fax: (440) 989-1553
Email: karrie@esopchapters.com
Mid-Atlantic Chapter Officers
Chapter Newsletter: MAC Connection
Mr. T. Keith Robertson
President
Senior Information Systems Tech.
ComSonics, Inc.
PO Box 1106
Harrisonburg, VA 22801-1106
Work Phone: (540) 434-5965 x1251
Fax: (540) 434-9847
Email: krobertson@comsonics.com
Website: www.comsonics.com
Mr. Paul Horn
Vice President-Membership
President
WorkPlace Consultants, LLC
9211 Fernwood Rd
Bethesda, MD 20817-3315
Work Phone: (301) 806-7422
Fax: (301) 365-7912
Email: phorn@verizon.net
Website: www.workplaceconsultants.net
Mr. Steven W. King
Regional Vice President-Western Virginia
Process Equipment Sales/OEM Accounts Manager
Gala Industries, Inc.
181 Pauley St
Eagle Rock, VA 24085-3602
Work Phone: (540) 884-2589
Fax: (540) 884-2310
Email: sking@gala-industries.com
Website: www.gala-industries.com
Mr. Richard C. Mapp, III
Regional Vice President-Eastern Virginia
Kaufman & Canoles, P.C.
150 W Main St Ste 2100
Norfolk, VA 23510-1681
Work Phone: (757) 624-3285
Fax: (757) 624-3169
Email: rcmapp@kaufcan.com
Website: www.kaufcan.com
Mr. Thomas Roback, Jr., CEP,QKA
Regional Vice President-Capital Area
Managing Director
Blue Ridge ESOP Associates
100 N Beaumont Ave
Baltimore, MD 21228-4403
Work Phone: (410) 747-4840
Fax: (410) 747-4839
Email: troback@blueridgeesop.com
Website: www.blueridgeESOP.com
Ms. Deborah Tompkins
Administrator
Mid-Atlantic Chapter
PO Box 625
Stow, MA 01775-0625
Work Phone: (978) 779-0199
Fax: (978) 779-0199
Email: midatlanticesop@comcast.net
Minnesota/Dakotas Chapter Officers
Chapter Website
Mr. Neal Smith
President
Dakota Supply Group
15 N Kline St
Aberdeen, SD 57401-3534
Work Phone: (605) 225-7100
Fax: (605) 226-0155
Home Phone: (605) 380-4222
Email: nsmith@dsginc.biz
Website: www.dakotasupplygroup.com
Ms. Missy McManigle
Vice President
Walman Optical Company
801 12th Ave N
Minneapolis, MN 55411
Work Phone: 612-520-6006
Email: MMcmanigle@walman.com
Website: www.walman.com
Ms. Sheryl Neuman
Vice President
Bauer Welding & Metal Fabricators
2159 Mustang Dr
Mounds View, MN 55112-1555
Work Phone: (763) 786-6025
Fax: (763) 786-7447
Ms. Sarah Niklaus
Vice President
HLB Tautges Redpath Ltd
4810 White Bear Pkwy
Saint Paul, MN 55110-3345
Work Phone: (651) 407-5846
Fax: (651) 426-5004
Email: sniklaus@hlbtr.com
Website: www.hlbtr.com
Mr. Steve Storkan
Vice President
Vice President Retirement Plan Svcs.
Employee Benefits Group, LLC
750 Main St Ste 223
Mendota Heights, MN 55118-3768
Work Phone: (651) 452-9322
Fax: (651) 452-9355
Email: steve.storkan@ebgllc-mn.com
Website: www.ebgllc-mn.com
Ms. Sue Crockett
Administrator
Chapter Executive
The Minnesota / Dakotas Chapter of The ESOP Association
1805 3rd Ave S Apt 302
Minneapolis, MN 55404-3280
Work Phone: 612-872-4375
Fax: 612-872-4377
Email: scrockett@mndak-esop.org
Website: 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
Work Phone: (802) 770-3560
Fax: (802) 770-3550
Email: dave.fitzgerald@carris.net
Mr. Mark Adams
Vice President
Sebago Technics, Inc.
PO Box 1339
Westbrook, ME 04098-1339
Work Phone: (207) 856-0277
Fax: (207) 856-2206
Email: madams@sebagotechnics.com
Ms. Barbara M. Clough, QKA
Vice President
Senior Plan Administrator
Blue Ridge ESOP Associates
75 Austin Ave
East Providence, RI 02914-2110
Work Phone: (401) 431-0222
Fax: (401) 431-0224
Email: bclough@blueridgeesop.com
Website: www.blueridgeesop.com
Mr. Mike Lucas
Executive Vice President
Fred C. Church, Inc.
41 Wellman St
Connector Park
Lowell, MA 01851-5134
Work Phone: (978) 458-1865 x-211
Fax: (978) 454-7969
Email: mlucas@fredcchurch.com
Website: www.fredcchurch.com
Mr. Stephen P. Magowan
Vice President
Partner
Steiker, Fischer, Edwards & Greenapple, P.C.
156 College St Fl 3
Burlington, VT 05401-8423
Work Phone: (802) 860-4077
Fax: (802) 860-4087
Home Phone: (802) 324-2214
Email: smagowan@sfeglaw.com
Website: www.sfeglaw.com
Mr. Robert F. Schatz
Vice President-Membership
Schatz Law Offices LLC
1007 Farmington Ave Ste 4
West Hartford, CT 06107-2107
Work Phone: (860) 231-1054
Fax: (860) 231-1052
Home Phone: (860) 490-5481
Email: rschatz@schatzlaw.com
Website: www.schatzlaw.com
Mr. Cecil Ursprung
Vice President-Government Relations
27 Walbridge Rd
West Hartford, CT 06119-1344
Work Phone: (860) 670-5654
Fax: (860) 236-3056
Email: CEU911@gmail.com
Ms. Cindy Turcot
Past President
Chief Operating Officer
Gardener's Supply Company
128 Intervale Rd
Burlington, VT 05401-2804
Work Phone: (802) 660-3500
Fax: (802) 660-3501
Email: cindyt@gardeners.com
Website: www.gardeners.com
Mr. Richard E. Duffy
Chapter Development Officer
6 Fraser Dr
Salem, NH 03079-3928
Work Phone: (603) 898-4228
Fax: (603) 952-4462
Home Phone: (603) 661-7331
Email: ownershipvisions@prodigy.net
Ms. Deborah Tompkins
Administrator
New England State Chapter
PO Box 625
Stow, MA 01775-0625
Work Phone: (978) 779-0199
Fax: (978) 779-0199
Email: newenglandesop@hotmail.com
New Jersey/New York Chapter Officers
Ms. Patricia Day
President
Cenlar Capital Corp.
425 Phillips Blvd
Ewing, NJ 08618-1430
Work Phone: (609) 883-3900 x 3282
Fax: (609) 538-4027
Email: pday@cenlar.com
Website: www.cenlar.com
Mr. Jim Stefano
Executive Vice President
VP Client Services & Quality
Synergy Global Solutions
1100 Pittsford Victor Rd
Pittsford, NY 14534-3842
Work Phone: (585) 758-7250
Email: jstefano@synergy.gs
Website: www.synergy.gs
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
Work Phone: (973) 540-9292 ext. 101
Fax: (973) 954-7331
Home Phone: (973) 885-7240
Email: sgreenapple@sfeglaw.com
Website: 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
Work Phone: (716) 631-3255 x3034
Fax: (716) 631-0365
Email: marx.joseph@principal.com
Website: www.principal.com
Mr. Joseph Redman
Immediate Past President
Lewis Tree Service, Inc.
300 Lucius Gordon Dr
West Henrietta, NY 14586-9686
Work Phone: (585) 295-2424
Fax: (585) 235-5864
Email: jredman@lewistree.com
Website: www.lewistree.com
Ms. JoAnn Casiuk
Secretary/Treasurer
Meier Supply Co.
123 Brown St
Johnson City, NY 13790-2045
Work Phone: (607) 797-7700
Fax: (607) 797-4303
Email: jcasiuk@meiersupply.com
Website: www.meiersupply.com
Ms. Karrie Imbrogno
Administrator
OH/KY/MI/NJ/NY/HOA/PA/DE/IN Sta Chap
PO Box 407
Amherst, OH 44001-0407
Work Phone: (440) 989-1552
Fax: (440) 989-1553
Email: karrie@esopchapters.com
New South Chapter Officers
Chapter Website
Ms. Gale Alexander
President
Tennessee Health Management
PO Box 10
52 West Eighth Street
Parsons, TN 38363-0010
Work Phone: (731) 847-6343
Fax: (731) 847-4200
Email: galexander@thmgt.com
Mr. Adrian R. Loud, CPA,ABV,CFF,CVA
Vice President
Shareholder
Bennett Thrasher PC
3625 Cumberland Blvd SE
1 Overton Park, Suite 1000
Atlanta, GA 30339-3361
Work Phone: (770) 396-2200
Fax: (770) 390-0394
Email: aloud@btcpa.net
Website: www.btcpa.net
Ms. Sayward Masselter
Vice President
HR Director
Atlanta West Carpets, Inc.
PO Box 1159
Lithia Springs, GA 30122-7159
Work Phone: (770) 944-8731
Fax: (678) 244-4765
Email: sayward.masselter@atlwest.com
Website: www.atlwest.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
Work Phone: (407) 621-2124
Fax: (407) 621-2199
Email: wstewart@pcecompanies.com
Website: www.pcecompanies.com
Mr. David H. Williams
Vice President
Partner
Schiff Hardin LLP
1201 W Peachtree St NW Ste 2300
Atlanta, GA 30309-3453
Work Phone: (404) 437-7000
Fax: (404) 437-7100
Home Phone: (404) 316-0869
Email: dwilliams@schiffhardin.com
Website: www.schiffhardin.com
Ms. Marcia Williams
Vice President
President
Independence Trust Company
PO Box 682188
Franklin, TN 37068-2188
Work Phone: (615) 591-0044
Fax: (615) 591-8840
Email: info@independencetrust.com
Website: 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
Work Phone: (678) 775-5548
Fax: (678) 735-3048
Email: cwoodmansee@swerdlin.net
Website: www.swerdlin.net
Ms. Donna Walseth
Administrator
Illinois, Iowa / Nebraska, New South, Northwest
& Wisconsin State Chapters
906 97th Ln NE
Blaine, MN 55434-2578
Work Phone: (763) 785-4122
Fax: (763) 785-4168
Home Phone: (651) 983-3314
Email: dwalseth@esopexec.org
Website: www.ilesop.org
Northwest Region Chapter Officers
2010 Awards Nomination Form (.pdf)
Mr. Ron Hayes
President
Director of Marketing
Pacific Steel & Recycling
1401 3rd St NW
P.O. Box 1549
Great Falls, MT 59404-1902
Work Phone: (406) 791-8508
Fax: (406) 453-4269
Email: ron_hayes@pacific-steel.com
Mr. Kim M. Blaugher, CPA
Vice President
VP Consulting
Principal Financial Group
910 W Main St Ste 316
Boise, ID 83702-5733
Work Phone: (208) 336-1957
Fax: (208) 336-0741
Email: blaugher.kim@principal.com
Website: www.principal.com
Mr. Dennin Brasch
Vice President
Owner's Agent
Point B Solutions Group
1420 5th Ave Ste 2200
Seattle, WA 98101-1346
Work Phone: (206) 517-5000
Fax: (206) 517-7750
Email: dbrasch@pointb.com
Website: www.pointb.com
Mr. Philip J. Carstens, Jr.
Vice President
Attorney
K&L Gates
618 W Riverside Ave
Bank of Whitman, Suite 300
Spokane, WA 99201-5103
Work Phone: (509) 624-2100
Fax: (506) 456-0146
Email: philip.carstens@klgates.com
Website: www.klgates.com
Ms. Kathryn Daly, ASA
Vice President
Principal
Columbia Financial Advisors, Inc.
720 SW Washington St Ste 650
Portland, OR 97205-3508
Work Phone: (503) 222-0562
Fax: (503) 222-1380
Email: kdaly@cfai.com
Ms. Cally Parrott
Vice President
Director of Corporate Relations
Clear Springs Foods, Inc.
PO Box 712
Buhl, ID 83316-0712
Work Phone: (208) 543-4316 x 419
Fax: (208) 543-5608
Email: cally@clearsprings.com
Website: www.clearsprings.com
Mr. Justin Jones
Immediate Past President
Parametrix, Inc.
PO Box 460
Sumner, WA 98390-0001
Work Phone: (253) 269-1330
Fax: (253) 863-0946
Email: jjones@parametrix.com
Website: www.parametrix.com
Ms. Donna Walseth
Administrator
Administrator
Illinois, Iowa / Nebraska, New South, Northwest
& Wisconsin State Chapters
906 97th Ln NE
Blaine, MN 55434-2578
Work Phone: (763) 785-4122
Fax: (763) 785-4168
Home Phone: (651) 983-3314
Email: dwalseth@esopexec.org
Website: www.ilesop.org
Ohio/Kentucky Chapter Officers
Mr. Ali Jamshidi
President
CTL Engineering, Inc.
2860 Fisher Rd
Columbus, OH 43204-3538
Work Phone: (614) 276-8123
Fax: (614) 276-6377
Email: ajamshidi@ctleng.com
Website: www.ctleng.com
Ms. Megan Koontz
Senior Vice President
Quick Solutions, Inc.
440 Polaris Pkwy Ste 500
Westerville, OH 43082-6083
Work Phone: (614) 825-8000
Fax: (614) 846-4457
Email: mkoontz@quicksolutions.com
Website: www.quicksolutions.com
Mr. Robert Gutmann
Vice President-Kentucky
Bryan, Pendleton, Swats & McAllister, LLC
11807 Brinley Ave Ste 101
Louisville, KY 40243-3003
Work Phone: (502) 253-4634
Fax: (502) 244-7838
Email: rob.gutmann@bpsm.com
Mr. Pete Shuler
Vice President-Ohio
Crowe Horwath LLP
10 W Broad St Ste 1700
Columbus, OH 43215-3454
Work Phone: (614) 280-5208
Fax: (614) 365-2222
Email: pete.shuler@crowehorwath.com
Website: www.crowehorwath.com
Mr. Gary Demos
Immediate Past President
Dave Fox Remodeling, Inc.
1161 Bethel Rd Ste 204
Columbus, OH 43220-2773
Work Phone: (614) 459-7211
Fax: (614) 459-7133
Email: gary@davefox.com
Website: www.davefox.com
Ms. Robyn Pollina
Secretary/Treasurer
Chief Financial Officer
The Palmer-Donavin Mfg., Co.
1200 Steelwood Rd
Columbus, OH 43212-1372
Work Phone: (614) 486-9657 x-1225
Fax: (614) 486-5073
Email: robyn.pollina@palmerdonavin.com
Website: www.palmerdonavin.com
Ms. Karrie Imbrogno
Administrator
OH/KY/MI/NJ/NY/HOA/PA/DE/IN Sta Chap
PO Box 407
Amherst, OH 44001-0407
Work Phone: (440) 989-1552
Fax: (440) 989-1553
Email: karrie@esopchapters.com
Pennsylvania/Delaware Chapter Officers
Mr. Bryan Wolcott
President
Restek Corporation
110 Benner Cir
Bellefonte, PA 16823-8497
Work Phone: (814) 353-1300
Fax: (814) 353-1796
Email: bryan@restekcorp.com
Website: www.restekcorp.com
Mr. Tom Clements
Vice President
Glatfelter Insurance Group
PO Box 2726
183 Leaders Heights Road
York, PA 17405-2726
Work Phone: (717) 741-0911
Fax: (717) 741-4160
Email: tclements@glatfelters.com
Mr. Rich Lender
Vice President
Vice President Finance
Your Building Centers, Inc.
2607 Beale Ave
P.O. Box 1230
Altoona, PA 16601-1909
Work Phone: (814) 946-4578
Fax: (814) 944-2166
Email: rlender@ybconline.com
Ms. Alice H. Simons
Vice President, Programs
Marketing Manager
SES Advisors, Inc.
10 Shurs Ln Ste 102
Philadelphia, PA 19127-2193
Work Phone: (215) 508-1600 x243
Fax: (215) 508-2500
Email: asimons@sesadvisors.com
Website: www.sesadvisors.com
Mrs. Linda Luckenbaugh
Immediate Past President
Wexco Incorporated
3500 Board Rd
York, PA 17406-8418
Work Phone: (717) 764-8585 x 251
Fax: (717) 764-8160
Email: lluckenbaugh@wexco-inc.com
Website: 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
Work Phone: (215) 343-0500
Fax: (215) 343-0501
Email: eaw@valuemanagementinc.com
Website: www.valuemanagementinc.com
Ms. Karrie Imbrogno
Administrator
OH/KY/MI/NJ/NY/HOA/PA/DE/IN Sta Chap
PO Box 407
Amherst, OH 44001-0407
Work Phone: (440) 989-1552
Fax: (440) 989-1553
Email: karrie@esopchapters.com
Mr. Steve Strifler
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. Robert Dill
Executive Vice President
President
HISCO, Inc.
6650 Concord Park Dr
Houston, TX 77040-4098
Work Phone: (713) 934-1639
Fax: (713) 934-1785
Email: rdill@hiscoinc.com
Website: www.hiscoinc.com
Ms. Cindy Lewis
Vice President
AirBorn, Inc.
PO Box 519
Addison, TX 75001-0519
Work Phone: (512) 863-5585 x281
Fax: (972) 931-9305
Email: lewisc@airborn.com
Mr. Colin M. Henderson
Director
President & Chief Investment Officer
Strategic Investment Counsel Corp.
PO Box 180241
Dallas, TX 75218-0241
Work Phone: (214) 328-2400
Fax: (214) 328-3233
Email: chenderson@strinco.com
Website: www.strinco.com
Mr. Ellis E. Moseley
Director
Executive Vice President & CFO
FREEMAN
PO Box 660613
Dallas, TX 75266-0613
Work Phone: (214) 445-1104
Fax: (214) 445-9104
Email: ellis.moseley@freemanco.com
Website: www.freemanco.com
Mr. David L. Kelly
Immediate Past President
Chief Financial Officer
Acadian Ambulance Service, Inc.
PO Box 98000
Lafayette, LA 70509-8000
Work Phone: (337) 291-3333
Fax: (337) 291-1591
Email: dkelly@acadian.com
Website: www.acadian.com
Ms. Celia Burkheimer
Secretary
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
Treasurer
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
Mr. Cy Farver, CAE
Administrator
Southwest Chapter Administrator
Farver/Tupper Assoc. Mgmt. Co.
109 Morning Star Trl
Aurora, TX 76078-4508
Work Phone: (817) 489-3505
Fax: (817) 489-3757
Email: ftdallas@aol.com
Wisconsin Chapter Officers
Wisconsin Chapter Website
Ms. Betty Bollis
President
Cycle Count Coordinator
Amerequip Corporation
1015 Calumet Ave
Kiel, WI 53042-9624
Work Phone: (920) 894-7063
Fax: (920) 894-3799
Home Phone: (920) 517-5083
Email: bbollis@amerequip.com
Website: www.amerequip.com
Mr. Aaron J. Juckett, CPA,CPC,QPA,QKA
Vice President
Consultant
ESOP Insourcing LLC
PO Box 1773
Appleton, WI 54912-1773
Work Phone: (920) 205-1273
Fax: (866) 337-1095
Home Phone: (920) 205-1273
Email: ajuckett@esopinsourcing.com
Website: www.esopinsourcing.com
Ms. Sherri A. McDermott
Vice President
VP Human Resources
Sentry Equipment Corp.
966 Blue Ribbon Cir N
Oconomowoc, WI 53066-8666
Work Phone: (262) 567-8153
Fax: (262) 567-4523
Email: SherriM@sentry-equip.com
Website: www.sentry-equip.com
Ms. Sandra Paavola, AVA
Vice President
Vice President
Enterprise Services Inc.
355 Austin Cir
Delafield, WI 53018-2110
Work Phone: (262) 646-6490
Fax: (262) 646-6499
Email: spaavola@esi-enterprise.com
Website: www.esi-enterprise.com
Mr. Ken Williams
Vice President
Chief Financial Officer
Ruekert & Mielke, Inc.
W233 N2080 Ridgeview Pkwy
Waukesha, WI 53188-1019
Work Phone: (262) 953-3112
Fax: (262) 542-5631
Email: kwilliams@ruekert-mielke.com
Website: www.ruekert-mielke.com
Ms. Pamela Klute
Immediate Past President
Vice President - Human Resources
Trachte Building Systems, Inc.
314 Wilburn Rd
Sun Prairie, WI 53590-1474
Work Phone: (608) 327-3156
Fax: (608) 299-1777
Email: pklute@trachte.com
Website: www.trachte.com
Ms. Donna Walseth
Administrator
Administrator
Illinois, Iowa / Nebraska, New South, Northwest
& Wisconsin State Chapters
906 97th Ln NE
Blaine, MN 55434-2578
Work Phone: (763) 785-4122
Fax: (763) 785-4168
Home Phone: (651) 983-3314
Email: dwalseth@esopexec.org
Website: www.ilesop.org