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

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Mark Clemons, JD

Executive Vice President & Executive Trust Consultant--Risk Management, Trust Compliance & Non-Profits Specialist

253-304-5586    [email protected]


Birch Bay, Washington

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Dave Coffaro

Institutional Trust Consultant

714-336-5509
[email protected]


Orange County, California

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M. J. (Mick) Trusty, JD

Trust Expert Defense Witness

214-244-1969
[email protected]


Sulphur Springs, Texas

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James Henderson

Trust Investment Management Consultant

713-330-6355
[email protected]


Houston,Texas 

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Steve Borst

Wealth Technology Consultant

704-807-1652
[email protected]


Dataw Island, South Carolina

 

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Michael Niemann, CPA, AEP, TEP, CGMA, CCLU, ChFC

UHNW & Family Office Consultant

314-504-3200 [email protected]


St. Louis, Missouri

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Dan Heinrichs, MAcc, SAP Certified

UNHW & Family Office Consultant

314-913-9318
[email protected]


St. Louis, Missouri

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Mike Niemann, CSM, SS&C Blue Prism

UHNW & Family Office Consultant

864-900-4500 [email protected]


Greenville, South Carolina 
 

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Brian Cohoon

Private Wealth & Risk Strategist

502-210-1434 [email protected]


Louisville, Kentucky

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Shara Fletcher

Trust Compliance Consultant & Fraud Analyst

210-823-7112
[email protected]


San Antonio, Texas

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Rita Buchholz, CTFA

Personal Trust Administration Solutions Consultant

414-379-5280
[email protected]


Oak Creek, Wisconsin

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Danny McHale

Trust Operations Consultant

205-317-5355 [email protected]


Atlanta, Georgia

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