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Andrew T. Holmes - ExecFin Andrew T Holmes, LL M , QKA, first joined Executive Financial Services, Inc as Legal Counsel in 2010; in 2015 he was promoted to Vice President of the company
Kelly O. Finnell - ExecFin Kelly has also served in leadership roles in numerous professional and community activities, including: President of the Memphis Chapter of the Society of Financial Services Professionals, Vestry Member and Treasurer of his church, President of Family Services of Memphis, as a member of the Board of Directors of Renasant Bank and the Economic
ExecFin - Our History - ExecFin Executive Financial Services (EFS) is a national Employee Stock Ownership (ESOP) consulting firm established in 1981 and based in Memphis, Tennessee
Expertise - ExecFin Executive Financial Services, is a trusted leader in ESOP consulting, working with business owners nationwide for over forty years Kelly Finnell, respected speaker and author of The ESOP Coach, along with his partner, Andrew Holmes, specialize exclusively in ESOPs, making them respected advisors for business owners and financial teams year
ExecFin EFS, Executive Financial Services, ESOP transactions has empowered businesses and driven success across diverse sectors
Vice President Archives - ExecFin Andrew T Holmes, LL M , QKA, first joined Executive Financial Services, Inc as Legal Counsel in 2010; in 2015 he was promoted to Vice President of the company Andrew has attained a designation […]
Executive Financial Services helps Zehnder Communications Move to an . . . This shared ownership model is a top-tier retirement program and a community booster, but it’s not just about feathering the nest Ultimately, it’s about giving our employees a real financial stake in the company and growing young workers into future leaders
ExecFin - Resources - ExecFin Utilize Executive Financial Services’ many informative resources about Employee Stock Ownership Plans (ESOPs) Explore our diverse collection of podcasts, publications, press releases, and articles, among other valuable pieces, all designed to provide you with expert insights into ESOPs