SCJ Fiduciary Services has been supporting trustees who have been providing transactional and ongoing trustee services to the ESOP community for 25+ years!
SCJ Fiduciary Services | ESOP Trustee
SCJ Fiduciary Services is a firm dedicated to bringing Employee Ownership to companies nationwide. In 2017, our founder Steve James set out to follow his passion of assisting in the creation of ESOP companies and empowering employee owners. With the vision and insight from Heather Driscoll, SCJ Fiduciary Services was formed.
We have experienced tremendous growth in our team, which now includes 21 team members and 4 Independent Trustees. Although the original members are based out of the Louisville Metro Area, the firm has remote team members located across the country. You can find SCJ Team Members in Alaska, Arizona, Georgia, Illinois, Indiana, Iowa, Kentucky, Missouri, Nebraska, Ohio, Pennsylvania, South Dakota, Virginia and Wisconsin.
SCJ is proud to support employee owners in 35+ states nationwide. The 3 Independent Trustees that SCJ supports – Steve James, Kjersti Cory, and Drew Schaefer – have an extensive understanding of Employee Stock Ownership Plans, having served in this industry for a combined 55+ years and as Independent Trustees for 25+ years.
Our ultimate goal is to facilitate a seamless transition to employee ownership and enable companies to harness the full potential of their workforce while simultaneously providing employees with a stake in the company’s prosperity. We pride ourselves on our diligence and commitment to our clients and our partnering professionals. We are continually grateful for the ESOP Community.
ESOP Trustee Services
Our Mission
To be a guardian of employee ownership by providing creative, timely, and superior service. We act in the best interest of the employee owners, companies, and communities we support by leveraging our varied expertise and experience.
Our Vision
At SCJ Fiduciary Services, we aim to be recognized as the premier Trustee Support Services group in the ESOP community, guided by our resolute commitment to service, integrity, and professionalism. As champions of financial equality, our goal is to facilitate wealth distribution through the expansion of employee ownership. We are dedicated to providing an unparalleled service offering in order to leave an enduring legacy of ownership amongst our team, clients, and the employee owners we proudly serve.
Our Team
Stephen James
Independent Trustee
Kjersti Cory
Independent Trustee
Drew Schaefer
Independent Trustee
Brandi Sanders
Independent Trustee
Avery Chenin
General Counsel
Heather Driscoll
Director of Culture & Communication
Craig Heiland
Client Relationship Manager
Mychelle Holloway
Client Relationship Manager
Jill Krogman
Client Relationship Manager
Shawna Messerlie
Executive Administrative Assistant
Jeremy Milam
Client Relationship Manager
Scott Rademacher
Client Relationship Manager
Tiffany Richoux
Client Relationship Manager
Samantha Rogers
Client Relations Specialist
Molly Skoda
Client Relationship Manager
Lori Stuart
Managing Director, Client Relationships
Melissa Thomas
Chief Executive Officer
Kim Thompson
Client Relationship Manager
Hannah Violanti
Client Relationship Manager
Alexis Wadlund
Project Manager
Perry Walter
Director of ESOP Transactions
Madysen Wandrey
Valuation Analyst
Danya Ziebell
Client Relationship Manager
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