Team Profiles
Trust People / People Trust (sm)
FiPar's acclaimed team of trust professionals serve as dedicated stewards of a noble cause of safeguarding resources, values and opportunities for the benefit of present and future generations.
This is accomplished through an unwavering commitment of sharing their vision, ideas, strategies and problem-solving techniques with intermediaries that are both legally and morally responsible for protecting and preserving wealth.
Bob Fletcher, CTFA, CISP, CFMP
Founder, Chariman & CEO
210-860-8055
[email protected]
San Antonio, Texas
Mark Clemons, JD
Executive Vice President & Executive Trust Consultant--Risk Management, Trust Compliance & Non-Profits Specialist
253-304-5586 [email protected]
Birch Bay, Washington
Dave Coffaro
Institutional Trust Consultant
714-336-5509
[email protected]
Orange County, California
M. J. (Mick) Trusty, JD
Trust Expert Defense Witness
214-244-1969
[email protected]
Sulphur Springs, Texas
Steve Borst
Wealth Technology Consultant
704-807-1652
[email protected]
Dataw Island, South Carolina
Michael Niemann, CPA, AEP, TEP, CGMA, CCLU, ChFC
UHNW & Family Office Consultant
314-504-3200
[email protected]
St. Louis, Missouri
Dan Heinrichs, MAcc, SAP Certified
UNHW & Family Office Consultant
314-913-9318
[email protected]
St. Louis, Missouri
Mike Niemann, CSM, SS&C Blue Prism
UHNW & Family Office Consultant
864-900-4500
[email protected]
Greenville, South Carolina
Shara Fletcher
Trust Compliance Consultant & Fraud Analyst
210-823-7112
[email protected]
San Antonio, Texas
Rita Buchholz, CTFA
Personal Trust Administration Solutions Consultant
414-379-5280
[email protected]
Oak Creek, Wisconsin