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Meet our Team

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Stephen C. James, CPA

Independent Trustee

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Kjersti Cory, MBA

Independent Trustee

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Drew Schaefer, CPA

Independent Trustee

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Heather Headshot.jpg
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Alexander Grasser, MBA

Director of ESOP Sustainability

Mychelle Holloway

Client Relationship Manager

Heather Driscoll

Director of Trustee Services

Avery Chenin, JD

General Counsel

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Shawna Messerlie

Executive Administrative Assistant

Scott Rademacher

Client Relationship Manager

Tiffany Richoux

Client Relationship Manager

Melissa Thomas, CPA

Chief Executive Officer

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Perry Walter, MBA, CFA, ASA

Director of ESOP Transactions

Madysen Wandrey

Valuation Analyst

Alexis Tudor

Project Manager, ESOP Transactions

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