Reshuffling & Rebalancing

Mr. Williams is a Vice President of Plan Administration for Blue Ridge ESOP Associates and has over 15 years of experience in employee benefits, with a focus on plan design, implementation, administration and consulting services for ESOPs. He is a member of The ESOP Association, the National Center for Employee Ownership and is a speaker at various ESOP conferences. Jon earned a Bachelor of Science in Business from Virginia Commonwealth University, where he majored in Accounting and minored in Economics.

John Lynch, QKA, is an experienced ESOP Manager and Administrator at Blue Ridge ESOP Associates since August 2022. Previously, John served as a Benefit Plan Senior Consultant and Benefit Plan Consultant at Crowe from July 2020 to August 2022. Prior to that, John worked at Chick-fil-A-Franchise from December 2015 to June 2020, contributing to guest experience and team efficiency. Academic involvement included roles as a teaching assistant and student staff at Augustana College, where John supported business courses and participated in hiring processes. John also held a position as a College Financial Representative at Northwestern Mutual, focusing on customized financial plans, and worked as a Management Consultant with the Upper Mississippi Center, assessing employee engagement for the city of Geneseo. John earned a Bachelor of Arts in Management and Finance from Augustana College in 2020.