The Minnesota Center for Employee Ownership is proud to include the following companies in our volunteer network. Each of these firms has demonstrated the highest level of expertise in the Employee Ownership industry. For more information on any of the following topics, feel free to reach out to one of these professionals!
We also have executives from current employee owned companies available to share their employee ownership stories with you - click here to find out more
Boulay PLLP, Dan Markowitz, dmarkowitz@boulaygroup.com, boulaygroup.com
Eide Bailly LLP, Kirk Lindemann. klindemann@eidebailly.com
John A. Knutson & Co. PLLP, Kyla Hansen, khansen@jakcpa.com, jakcpa.com
Redpath & Company, Brian Sweeney, bsweeney@redpathcpas.com, redpathcpas.com/industries/esop-companies/
BMO Harris Bank, Steven Suckow, steven.suckow@bmo.com, www.bmoharris.com
CIBC, Brock Peterson, brock.peterson@cibc.com, us.cibc.com
Chartwell, Matt Schubring, matt.schubring@chartwellfa.com, chartwellfa.com
Fidelity Bank, Mark Paetznick, markp@fidelitybankmn.com, fidelitybankmn.com/commercial-lending
Boulay PLLP, Dan Markowitz, dmarkowitz@boulaygroup.com, boulaygroup.com
Chartwell, Matt Schubring, matt.schubring@chartwellfa.com, chartwellfa.com
John A. Knutson & Co. PLLP, Kyla Hansen, khansen@jakcpa.com, jakcpa.com
Prairie Capital Advisors, Hillary Hughes, hhughes@prairiecap.com, prairiecap.com
Principal, Joel Davis, davis.joel@principal.com, https://www.landing.principal.com/esop-why-principal
Redpath & Company, Brian Sweeney, bsweeney@redpathcpas.com, redpathcpas.com/industries/esop-companies/
Christopher Michael PC, Christopher Michael, cmichael@eolaw.com, www.eolaw.com
Stinson, Jeff Cairns, jeff.cairns@stinson.com, stinson.com/capabilities-EmployeeBenefits
The Capital ESOP Group - UBS, Nick Francia, nick.francia@ubs.com, https://www.ubs.com/us/en.html **
Christopher Michael PC, Christopher Michael, cmichael@oelaw.com, https://www.eolaw.com/
Ballard Spahr LLP, Robert Hartman, hartmanr@ballardspahr.com, ballardspahr.com
Fredrikson & Byron, P.A., Debra Linder, dlinder@fredlaw.com, fredlaw.com
Saul Ewing Arnstein & Lehr LLP, Andy Daly, andy.daly@saul.com, saul.com/services/employee-stock-ownership-plans-esops
SES ESOP Strategies, Jim Steiker, jgs@sesesop.com, sesesop.com/our-services **
Stinson, Jeff Cairns, jeff.cairns@stinson.com, stinson.com/capabilities-EmployeeBenefits
Chartwell, Matt Schubring, matt.schubring@chartwellfa.com, chartwellfa.com
Prairie Capital Advisors, Hillary Hughes, hhughes@prairiecap.com, prairiecap.com **
Redpath & Company, Brian Sweeney, bsweeney@redpathcpas.com, redpathcpas.com/industries/esop-companies/
Value Consulting Group, Pat Schmidt, pat@valcongrp.com, valcongrp.com
Certified Employee-Owned, Thomas Dudley
Principal, Joel Davis, davis.joel@principal.com, https://www.landing.principal.com/esop-why-principal
Boulay PLLP, Dan Markowitz, dmarkowitz@boulaygroup.com, boulaygroup.com
Principal, Joel Davis, davis.joel@principal.com, https://www.landing.principal.com/esop-why-principal
First International Bank & Trust, Jess Helvik, jhelvik@fibt.com
https://firstintlbank.com/investments/401-retirement-plan/#fiduciary
Prudent Fiduciary Services, Miguel Paredes, mparedes@fiduciaryservices.com, fiduciaryservices.com **
Ventura ESOP Fiduciary Services, Neil M. Brozen, nbrozen@venturaesop.com , venturaesop.com **
Nexus Community Partners, Benjamin Tsai, btsai@nexuscp.org,http://nexuscp.org
Saul Ewing Arnstein & Lehr LLP, Andy Daly, andy.daly@saul.com, saul.com
** Also a National Service Provider for the Employee Ownership Expansion Network
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