Columbia Financial Advisors
Donna J. Walker, CFA, ASA
Principal
720 SW Washington Street, Suite 650
Portland, OR 97205-3508
djwalker@cfai.com
Phone: 503-222-0562
Fax: 503-222-1380
Areas of Specialization:
ESOP’s, Financial/Transactions, Vaulation
Region of Practice:
East, Central, North, West, South
First Bankers Trust Services, Inc.
Merri Ash
Vice President of Sales
2321 Kochs Lane
Quincy, IL 62305
Merri.ash@fbtservices.com
Phone: 610-521-1616
Fax: 610-521-1808
Areas of Specialization:
Trustee, ESOPs
Region of Practice:
East, Central, North, West, South
HLB Tautges Redpath, Ltd.
James Redpath
Officer
4810 White Bear Parkway
White Bear Lake, MN 55110
jredpath@hlbtr.com
Phone: 651-426-7000
Fax: 651-426-5004
Areas of Specialization:
Accounting, ESOPs, Valuation
Region of Practice:
Central, North, International
Gibraltar Business Appraisals, Inc.
Chris Treharne
President
1430 Nelson Road, Suite 223
Longmont, CO 80501
ctreharne@4avalue.com
Phone: 303-449-8550
Fax: 303-449-8090
Areas of Specialization:
Finance/Transactions, ESOPs, Valuation
Region of Practice:
East, Central, North, West, South
Houlihan Lokey Howard & Zukin
Louis A. Paone
1800 Tysons Boulevard, Suite 300
Mclean, VA 22102
lpaone@hlhz.com
Phone: 703-714-1725
Fax: 703-848-9667
Areas of Specialization:
Finance/Transactions, ESOPs, Valuation
Region of Practice:
LaSalle Bank
Mary Josephs
Senior Vice President
ESOP Financial Services
135 S. LaSalle Street, Suite 1460
Chicago, IL 60603
Mary.josephs@abnamro.com
Phone: 312-904-8696
Fax: 312-904-0553
Ann B. McAloon
Senior Vice President
ESOP Financial Services
135 S. LaSalle Street, Suite 1460
Chicago, IL 60603
Ann.mcaloon@abnamro.com
Phone: 312-904-5530
Fax: 312-904-0553
Areas of Specialization:
ESOPs, Finance/Transactions
Region of Practice:
East, South, Central, North, West
Morgan, Lewis & Bockius, LLP
David Ackerman
Partner-ESOP
77 West Wacker Drive
Chicago, IL 60601
dackerman@morganlewis.com
Phone: 312-324-1170
Fax: 312-324-1001
John Kober
Partner-ESOP
1717 Main Street, Suite 3200
Dallas, TX 75201
jkober@morganlewis.com
Phone: 214-466-4105
Fax: 214-466-4001
Areas of Specialization:
Finance/Transactions, ESOPs, Law
Region of Practice:
East, Central, North, West, South, International
Parsinen Kaplan Rosberg & Gotlieb
Jude Anne Carluccio
Attorney
100 South Fifth Street, Suite 1100
Minneapolis, MN 55402
jcarluccio@parlaw.com
Phone: 612-333-2111
Fax: 612-333-6798
Areas of Specialization:
ESOPs, Law
Region of Practice:
East, Central, North, West, South
SES Advisors, Inc.
James Steiker
President
10 Snurs Lane, Suite 102
Philadelphia, PA 19127
jsteiker@sesadvisors.com
Phone: 215-508-1600
Fax: 215-508-2500
Areas of Specialization:
Administration, Finance/Transactions, ESOPs, Law
Region of Practice:
East, Central, North, West, South
Stout Risius Ross, Inc.
Robert Socol
Managing Director
One S. Wacker Drive, Suite 1900
Chicago, IL 60606
rsocol@srr.com
Phone: 312-752-3335
Fax: 312-857-9001
Areas of Specialization:
ESOPs, Valuation
Region of Practice:
East, North, Central, West South
