The ESOP Association

Advisory Committee on Fiduciary Issues

Committee Members

Chair

Avery Chenin
General Counsel/Trustee
SCJ Fiduciary Services
 

Christine Adee
CEO
OwnersEdge Inc.

Peter Allport
Partner
Levin Schreder & Carey, Ltd.

Larry Blocho
Associate
Groom Law Group, Chartered

David Burdette
Managing Director
Acuity Advisors

DeMario Carswell
Attorney
Miller & Chevalier

Matt Dennison
Director
Chartwell Financial Advisory

Chad Duke
Vice President
Scott Insurance

Alexander Grasser
Vice President of Consulting
Prairie Capital Advisors, Inc.

Katelyn Harrell
Partner
Bryan Cave Leighton Paisner LLP

Alan Harrington, MBA 
ESOP Plan Administrator/Trustee (Retired)
Al Harrington

Teresa Huang
Partner
Hawkins Parnell & Young LLP

Brian Ippensen
President
TI-TRUST, Inc.

Wayne Isaacks
Independent Trustee
Isaacks & Associates, Ltd., LLP

Stephen James
Founder and Trustee
SCJ Fiduciary Services

Jose Jara
Counsel
Fox Rothschild LLP

Mindi Johnson
Attorney
Foster Swift Collins & Smith P.C.

Toni Kildow
Managing Partner
ESI Equity

William Kropkof
President
ERISA Advisory Group

Tina Langlois
Managing Director
Chartwell Financial Advisory

Drew Larson
Attorney
BrownWinick Law Firm

John Mickey Maier
President
Professional Fiduciary Services LLC

Robert Massengill
Managing Director
Pilot Hill Advisors, LLC

Chelsea Mikula
Attorney
Tucker Ellis LLP

Alex Moss
Founding Principal
Praxis Consulting Group, Inc.

Tom Murphy
Vice President
Prudent Fiduciary Services LLC

Kristen Narcy
Director of Strategic Operations
ERISA Advisory Group

Peter Ney
Vice Chair
EA Engineering, Science, and Technology, Inc., PBC

Miguel Parades
President/CEO
Prudent Fiduciary Services LLC

Mike Perez
Director
Acuity Advisors

Alex Perry
Managing Director
Ventura Trust

Andres Salek-Raham
Attorney
Groom Law Group, Chartered

Drew Schaefer
Trustee
SCJ Fiduciary Services

Robert Schatz
Partner
ESOP Plus LLP, Attorneys at Law

Michael Scheier
Partner
Keating Muething & Klekamp PLL

Kyle Spader
President and Trustee
Acumen Advisory Services LLC

Jeanette Stillwagner
Principal
CliftonLarsonAllen

Scot Storjohann
Senior Vice President
GreatBanc Trust Company

Sean Sullivan
Attorney
Holland & Knight

Miles Weis
ESOP Practice Leader
Holmes Murphy & Associates

Tracy Woolsey
Senior Vice President
GreatBanc Trust Company