Independent Trustee
SCJ Fiduciary Services, KY
Drew is a CPA by trade who was introduced to employee ownership while serving as Controller for a dental ESOP company. Inspired by the wealth transfer model and its impact on communities through "sharing abundantly", he transitioned to support ESOP companies of all shapes and sizes through SCJ Fiduciary Services, an Employee Owned Certified Company. He serves as an Independent Trustee in ESOP transactions, as well as in an ongoing capacity. Drew is a member of the National Center for Employee Ownership.and the ESOP Association.
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Advanced Topics in ESOP Valuations
Wednesday, April 16, 2025
2:30 PM – 3:30 PM MST