The ESOP Association

Advisory Committee on Administration

Committee Members

Chair

Christel Jimenez
VP Consulting
Principal

 

Lynn Archer
Sr. Vice President
GreatBanc Trust Company

Deepa Ayer
Senior Benefits Consultant
Menke & Associates, Inc.

Trevor Bare
Partner
Conrad Siegel

Jordan Bergkamp
Partner
Husch Blackwell LLP

Michael Bertram
Senior Benefits Consultant
Menke & Associates, Inc.

Mauro Canelo
Vice President
BDO Capital Advisors

Roger Cawdette
CEO
Village Labs

Barbara Clough
Vice President - ESOP Administration
Blue Ridge Associates

Kjersti Cory
Trustee
SCJ Fiduciary Services

Joel Davis
Vice President - ESOP Consulting
Principal

Lynn DuBois
Partner
ESOP Law Group, LLP

Michael Fischer
Vice President
Chartwell Financial Advisory

Tina Fisher
Managing Director - ESOP Consulting
Principal

Scott Foreman
Director - ESOP Administration
Blue Ridge Associates

Scott Freund
Senior Vice President
Blue Ridge Associates

Aaron Geibel
Senior Consultant
USI Consulting Group

Dave Graf
Managing Director
FORVIS MAZARS

Ryan Graham
Managing Director
Chartwell Financial Advisory

Brian Hector
Partner
Morgan, Lewis & Bockius LLP

Rachel Hudgell
Senior Manager
FORVIS MAZARS

Kelly Irizarry
Associate Vice President
Prudent Fiduciary Services LLC

Ryan Kuchta
Director of ESOP Services
ESOP Partners

Kip Kuster
ESOP Manager
Blue Ridge Associates

Wendy Lankes
Manager, Client Service
Principal

Dolores Lawrence
Sr. Managing Director
Blue Ridge Associates

Nicole Medgaarden
ESOP Consultant
Principal

Jennie Muniz
Assurance Partner
FORVIS MAZARS

Ashleigh Newlin
Managing Director
Chartwell Financial Advisory

Karen Ng
Shareholder
N&G Legal Group, APC

David Paradys
Partner
Polsinelli, PC

Michael Pasahow
Partner
Faegre Drinker

Gregg Peters
Founder, President
Macatawa Strategies

Kevin Rettler
Sr. ESOP Consultant
Principal

Tracy Robinson
Consultant
Principal

Kevin Rusch
Vice President, Consulting
Blue Ridge Associates

Randy Shrake
VP ESOP Administration
Blue Ridge Associates

Pete Shuler
Sr. Managing Director
Blue Ridge Associates

Renee Stadtmueller
Managing Director
Blue Ridge Associates

John Stone
Senior Consultant
USI Consulting Group

Fenton Strickland
Partner
Krieg DeVault, LLP

Lori Stuart
Managing Director Client Relationship Services
SCJ Fiduciary Services

Maria Thiel
Director - ESOP Advisory
BDO Capital Advisors

Jon Williams
VP, ESOP Administration
Blue Ridge Associates