Stephen M. Thompson

 

Stephen M. Thompson

Board Director

 

Stephen M. Thompson is the principal in Trusted Advisor Services, LLC, which works with companies as a trustee of ESOP’s created by them for the benefit of their employees.

 

Over the last 20 years working with ESOP’s, he has acted as trustee in the formation of more than 30 ESOP’s and is currently acting as trustee for 32 ESOP’s in 12 states.

 

Prior to retiring as an active CPA in 2009, he practiced for 43 years with a National and Indiana CPA firm retiring as the managing partner. With his background as a CPA, he has experience in accounting, tax, pension audits with IRS and DOL, retirement planning and business valuations as well as ESOP administration and planning.

 

 

Previous Experience:

  • Principal, Trusted Advisor Services, LLC
  • Managing Partner, Huth Thompson LLP, CPAs
  • Staff, Pete Marwick Mitchell & Co.

Education:

  • MBA from Indiana University
  • Bachelor’s degree in accounting from Indiana University