Founding Members

Founding Members

Traits of Excellence


The key quality for which IFLC’s member firms are known is…leadership. The key objective for which they strive is extraordinary performance, with the goal of achieving extraordinary results. Results that translate into greater safety for retirement plan participants and donors to nonprofit organizations.

Community Leadership

Volunteerism is a key ingredient in the success of IFLC’s standards development initiatives. IFLC enjoys the benefits of founding members who made invaluable contributions to the development of fiduciary standards that now guide executives in the U.S., Australia, and New Zealand.

Each one of the following founding members exemplify the exceptional talent that guides IFLC’s volunteer-based programs.

Bill Feldmaier
Senior Vice President – Comerica (RIA)

Jack Gardner
Managing Director – Thornburg Investment Management (Investment Manager)

Ronald E. Hagan
Chief Executive Officer – Roland|Criss (ERISA Risk Management Consultants)

Christian Herff
Chief Compliance Officer – South Texas Money Management, Ltd. (Investment Manager)

Ken Ingham
Chief Executive Officer – Ingham Russell Investment Advisors (RIA)

Denys Pearce
Managing Director – Plan B Trustees, Ltd. (Investment Manager) – Perth, Australia

Mike Swallow
Vice President – CBIZ Financial Solutions, Inc. (RIA)

Tommy Thomson
Chairman of the Board of Directors – Interserv, LLC (RIA)

Join IFLC and become part of an IFLC standards committee for the endowment and foundation community.