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

ESOP Fiduciary ServicesSCJ 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 13 full-time employees and 3 Individual 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 Indiana, Kentucky, Virginia, Georgia, Missouri, Nebraska, Ohio, Illinois, Wisconsin, California and even Alaska.

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.

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ESOP Transactions
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Ongoing Engagements

ESOP Trustee Services

Transactional Support

Ongoing Support

Consulting & Support

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.

Employee Owned Certified ESOP

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.

ESOP Trustee Services

Our Team

Stephen James

Independent Trustee

Kjersti Cory

Independent Trustee

Drew Schaefer

Independent Trustee

Avery Chenin

General Counsel

Heather Driscoll

Director of Culture & Communication

Alexander Grasser

Director of ESOP Sustainability

Mychelle Holloway

Client Relationship Manager

Shawna Messerlie

Executive Administrative Assistant

Scott Rademacher

Client Relationship Manager

Tiffany Richoux

Client Relationship Manager

Melissa Thomas

Chief Executive Officer

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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