KELLY O. FINNELL

Executive Financial Services, Inc.
Germantown, Tennessee

Mr. Finnell is one of the nation's premier ESOP and Ownership Succession Planning consultants and one of the most sought after speakers on this subject. He has spoken at more than 200 conferences and meetings throughout the U.S. and in London and Sydney. He has published 12 articles on the use of ESOPs in Ownership Succession Planning and is the author of one of the most highly acclaimed books on the subject, The ESOP Coach, Using ESOPS in Ownership Succession Planning. Kelly has spent his entire professional career (more than 30 years) helping small to midsize business owners design and execute succession strategies and ESOPs. Kelly graduated from the University of Memphis (magna cum laude) and from its Law School where he was published in the Law Review, served as Chief Justice of the Moot Court Board, received the American Jurisprudence Award for Equitable Remedies, was the recipient of the Judge John D. Martin Scholarship and was named to Who's Who in American Colleges and Universities. Kelly has earned the Accredited Investment Fiduciary™ professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh.