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, Chairman and CEO

210-860-8055
[email protected]


San Antonio, Texas

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Mark Clemons, JD

President & Executive Trust Consultant--Risk Management, Trust Compliance & Non-Profits Specialist and Manager, "Private RIA Trust"

253-304-5586 [email protected]


Birch Bay, Washington

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Shara Fletcher

Senior Vice President,
Operations Manager,
Trust Compliance & Fraud Analyst and Director

210-823-7112
[email protected]


San Antonio, Texas

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Brian Fletcher

Chief Strategist and
Director

214-632-8908 [email protected] 


Las Colinas, Texas

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M. J. (Mick) Trusty, JD

Institutional Trust Consultant

214-244-1969
[email protected]


Sulphur Springs, Texas

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Dave Coffaro

Institutional Trust Consultant

714-336-5509
[email protected]


Orange County, California

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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 and Family Office Consultant

314-504-3200
[email protected]


St. Louis, Missouri

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Dan Heinrichs, MAcc, SAP Certified

UNHW and Family Office Consultant

314-913-9318
[email protected]


St. Louis, Missouri

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Mike Niemann, CSM, SS&C Blue Prism

UHNW and Family Office Consultant

864-900-4500
[email protected]


Greenville, South Carolina 
 

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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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Mark Eiland, JD, LLM in Taxation

Institutional Trust Consultant

251-510-4647
[email protected]

Mobile, Alabama

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