The Membership of ESOPMarketplace.com Congratulate Daniel Reser and Joel Phillips on Enacting a Succession Plan to Ensure an Enduring Enterprise
Post Views: 1,156 ESOPMarketplace.com is always happy to applaud professionals within the ESOP services industry that implement best practices that put their clients first. Recently, Daniel Reser, founder of Fiduciary Services Inc., a registered investment advisory firm, primarily involved with ESOP fiduciary work since 2003, announced the result of a long-term succession plan that benefits…