The ERISA Fiduciary Group Team
Lance Studdard
Founder and President
Lance Studdard is the founder and President of The ERISA Fiduciary Group, LLC. Lance’s work history includes practicing as a litigator, compliance attorney, fiduciary consultant and expert witness. For more than 20 years, he has worked almost exclusively as an ERISA fiduciary – both for large institutional trust companies and, more recently, as an independent fiduciary and trustee. Lance’s clients have included Fortune 500 companies such as Ford, Walmart and Citi, as well as small family-owned and founder-driven private companies.
Lisa Tilley
Consultant
Lisa J. Tilley, CPA has a varied three-decade work history including fifteen years in public accounting and a long run as a trust/compliance officer for a national institutional trust company. For the last decade she has concentrated her work in the Employee Stock Ownership Plan marketplace as a Management Consultant serving ESOP plan sponsors throughout the United States and their Boards of Directors. Lisa also serves on several corporate Boards of Directors and is a nationally featured speaker and author concerning ESOPs. She began her career at KPMG after graduating from Virginia Tech.
Susan Greene
Administration
Susan Greene spent 15 years in corporate employee health and retirement benefits management and administration which includes working for a large employee-owned global research and consulting firm. She has experience with plan design and compliance, including 5500 filings, contract negotiation, budgeting, and database management. Prior to joining EFG she spent 7 years in wealth management administration. Susan earned a B.S. in Finance from Florida State University.