Our Team

We understand your needs because our ESOP advisors have walked in your shoes. 

Along with former bankers, attorneys, and accountants, our team of ESOP experts includes seasoned entrepreneurs and business executives. That experience, combined with thought leadership and detailed analytics, drives unique insights and desired outcomes.

Talk to Our Team


 Whether you need a full ESOP primer or a couple of questions answered, we’re here to help. Follow this link to schedule a call or video chat with one of our employee stock ownership plan specialists.