“Tom has a fantastic and unusual combination of being a down-to-earth business person as well as an expert on
the fiduciary responsibilities of an ESOP trustee under ERISA. He is well-liked by our mutual clients and he has
been great in helping to facilitate smooth ESOP transactions. I frequently recommend Tom as an ESOP trustee
and will continue to do so in the future”
-- Brian Bornino, Director Of Valuation Services, GBQ Consulting LLC…
(614) 221-1120x221 -- BBornino@gbq.com
“We have recommended Fiduciary Trust Services, Inc. to a number of clients and have never been disappointed.
FTS has provided sophisticated, thorough and knowledgeable services, both in the context of ownership
transitions and for an ongoing role as an ESOP fiduciary. Their broad range of experience and practical industry
knowledge has been an asset to ESOP participants”
-- Ben F. Wells, Attorney at Law, Dinsmore & Shohl, LLP...
(513) 977-8108 -- BWells@dinslaw.com
"I have had the privilege of working with Tom Potts, President and CEO of Fiduciary Trust Services, Inc., since 2004. Tom was involved from the very start as Burke, Inc. established our ESOP. Tom's guidance was critical as we went through the first few years of growing pains. Tom is not only knowledgeable when it comes to this very complicated benefit plan but he also has a large ranging network of contacts that he freely shares. The access to this network is as valuable to a start up ESOP as is Tom's knowledge. Probably the most significant attribute that Tom possesses, however, is his passion for ESOP's. It is exciting to work along side someone who feels as strongly about this wonderful employee benefit as we do..."
-- Mary Beth Mapstone, CPA & Senior VP Finance & Admin Services, Burke, Inc.
(513) 684-7604 -- firstname.lastname@example.org
|Tim Regnitz, Senior Vice President
SES Advisors, Inc.
10 Shurs Lane, Suite 102
Philadelphia, PA 19137-2193
Office: (215) 508-3254 Ext. 701
Cell: (847) 220-0549
||E. Van Olson, Attorney at Law
Van Olson Law Firm, LLC
Focused on ESOP’s
8500 Keystone Crossing, Suite 540
Indianapolis, IN 46240
Office: (317) 202-0443
Cell: (317) 730-1116
|Scott D. Miller, CPA, CVA
Enterprise Services, Inc.
394 Williamstowne, Suite F
Delafield, WI 53018
||Mary Beth Mapstone, CPA, CFO
805 Central Avenue
Cincinnati, OH 45202
|Jeff Gilbert, CEO|
Software Engineering Professionals
11611 N. Meridian, 8th Floor
Carmel, IN 46032-4609
Office: (317) 843-1640
Fax: (317) 843-1642
||Ben F. Wells, Attorney at Law
Office: (317) 844-7496
Cell: (765) 621-3340
Fax: (317) 814-1151
Doug Sibila, President/CEO|
Peoples Services, Inc
Office: (330) 458-2353
Cell: (330) 495-8588
Fax: (330) 453-5170
Please feel free to contact any of the above named professionals as a reference on behalf of Fiduciary Trust Services. These are some of the trusted professionals and clients that we work with.