FEDERATED FIDUCIAL - Key Persons
Alan works as an analyst in the Valuation and Transaction Services department of Federated Funeral Directors of America
Alan works as an analyst in our Valuation and Transaction Services department while also serving as a Field Consultant in New York State. He is a graduate of Miami University of Ohio and has extensive experience in the funeral and banking professions.
His large areas of expertise include:
Cash Flow/Expense Control Management
Cost Analysis & Budgeting
Business Succession Planning
Tax Planning
Accounts Receivable Management
Alan's goal is to assist funeral homes in streamlining & maximizing the potential of their businesses by analyzing the unique challenges of each business and developing a business plan that allows business owners to build upon the strengths of their business.
Fiducial has been providing business services to a variety of industries since 1970 and is still owned and managed as a family business. By bringing added value to our clients, the company has grown steadily to become the largest accounting firm in France and expanded its presence in the United States in 1999. The company's focus has always been working with small business owners to help them grow and be profitable.
Job Titles:
- Accountant
- Field Consultant
Dave Snyder is an accountant (undergraduate accounting degree in 1989 and post graduate studies in 1992) that had the privilege of growing up on the second floor of the funeral home. His family's relationship with Federated began in 1971 shortly after his parents purchased Marrs-Snyder Funeral Home in Marshall, IL. His career began in public accounting at a regional CPA firm. He has been a management consultant with Federated since 1997. He is an active member of the AGEG, GFDA, GFSSA, IFDF, SCFDA and Past Presidents Club of Georgia.
His large areas of expertise include:
Funeral Home Consulting:
Cash flow Strategies
Management Consulting
Tax Planning
General Price List & Merchandise Pricing
Budgeting for Profit
Accounts Receivable Management
Cost Analysis
Funeral Rule Compliance
Business Succession Planning
He can show you how to save money and make money.
Married to his high school sweetheart with two children. Dave resides in Valdosta, GA.
Dave has been successful in helping clients achieve their business goals plus increase their profitability and cash flow. Assisting independently owned funeral homes, just like yours, in the development, implementation and management of cash flow improvement strategies is his passion
Dave covers mainly clients located in the state of Florida, Georgia, Alabama and South Carolina.
Fabrice Moriaux is the Executive Director at Federated Fiducial and the Director - Field Operations for Federated's parent company, Fiducial U.S. He took over the leadership of the company in 2013 and leads Federated with an emphasis on providing comprehensive services and enhanced technological systems. Fabrice is a French CPA and member of the French Institute of CPA. He brings with him over 20 years of experience in the international finance field.
Job Titles:
- Business Consultant With Federated
- Field Consultant
Joe has been a Business Consultant with Federated for over 20 years. Before that, Joe grew up in a funeral service family.
His large areas of expertise include:
Full Financial Review
Cash Flow/Expense Control Management
Accounts Receivable Management
Cost Analysis & Budgeting
Pricing Recommendations
Business Succession
Tax Planning
Special Problems Consulting
He can show you how to save money and make money. Joe has been successful in helping clients achieve their business goals and increase their profitability and cash flow.
Joe lives in southern Pennsylvania and serves Federated Members in Pennsylvania, Delaware, Maryland, Virginia, North Carolina and West Virginia.
Job Titles:
- Business Consultant With Federated
- Field Consultant
Mark has been a Business Consultant with Federated since 2005. He has been a Licensed Funeral Director and Embalmer for over 26 years, as well as a Licensed Life Insurance Agent for 25 years. He has managed sales forces for various companies including a large Pre-Need Insurance company and has held various securities licenses. He is a current member of NFDA, PFDA, ACFDA and WPFDA.
His large areas of expertise include:
At-need funeral arrangements
Pre-need funeral arrangements
After care programs
Funeral Home Consulting:
Cash flow improvement
Tax planning
Pricing
Profit Specialist
Accounts Receivable management
Collections
Cost Analysis & budgeting
FTC compliance
Business Succession
Mark's goal is to "Show you how to make money and save money".
He has proven success in helping our clients achieve their business goals by increasing cash flow and profitability.
Mark is located in Pennsylvania and is married with 3 children.
Mark covers mainly clients located in Pennsylvania, Eastern Ohio, Northeast Kentucky and West Virginia.
Job Titles:
- Funeral Director
- Field Consultant
Rick is a licensed Funeral Director with strong familial ties to the profession. His entire professional career has been in Funeral Service, covering multiple facets of the profession including preneed sales development, casket sales and life insurance. Rick holds a Bachelor of Science degree in Business Administration from Lewis University and an Associate's Degree in Applied Science from Southern Illinois University.
His large areas of expertise include:
At-need funeral arrangements
Pre-need funeral arrangements
Funeral Home Consulting
Job Titles:
- Business Consultant With Federated
- Field Consultant
Roger has been a Business Consultant with Federated since 2008. Prior to that, Roger owned FAC Marketing, a funeral home advertising and marketing agency. The experience Roger had selling his firm has been of great value in counseling our clients regardless of whether they are buying or selling. Roger also worked with many funeral homes across the country, both large and small, and will bring valuable perspective and advice to you.
Roger received his mortuary science degree from Southern Illinois University and his MBA from St. Ambrose University. He worked for his father and was a partner in their family funeral home which was a Federated client. Roger brings integrity, enthusiasm and wide-ranging knowledge of the funeral profession that will be very valuable to you.
His large areas of expertise include:
At-need funeral arrangements
Pre-need funeral arrangements
Funeral Home Consulting:
Cash flow improvement
Tax planning
Pricing
Profit Specialist
Accounts Receivable management
Collections
Cost Analysis & budgeting
FTC compliance
Business Succession
Roger has been successful in helping clients achieve their business goals and increase their profitability and cash flow. He can show you how to save money and make money.
Roger lives in Burlington, Iowa with his wife and three sons.
Roger serves clients located in Iowa, Nebraska, Kansas, Western Missouri, Oklahoma and Arkansas.
Job Titles:
- Business Consultant With Federated
- Field Consultant
Sean has been a Business Consultant with Federated since 2011. He holds a Master Degree in Business Administration, a Bachelor of Science degree in Business Administration and an Associate of Science degree in Funeral Service Education. Sean is licensed in Indiana as a Funeral Director and a Life Insurance Agent. In Illinois, he is licensed as a Funeral Director and Embalmer. His extensive background in the funeral industry includes merchandising as well as preneed.
His large areas of expertise include:
Funeral Home Consulting:
Cash flow improvement
Tax planning
Pricing
Profit Specialist
Accounts Receivable management
Collections
Cost Analysis & budgeting
FTC compliance
Business Succession
He can show you how to save money and make money.
Sean has been successful in helping clients achieve their business goals and increase their profitability and cash flow.
Sean covers mainly clients located in Indiana, Kentucky and Tennessee.
Job Titles:
- Business Consultant With Federated
- Field Consultant
Bill has been a Business Consultant with Federated for several years. Before that, he worked on the supplier side of funeral service for Genesis Casket Co, Batesville Casket, Forethought, and Marsellus Casket. He also worked for Swartz Funeral Home.
His large areas of expertise include:
At-need funeral arrangements
Pre-need funeral arrangements
After care programs
Funeral Home Consulting:
Cash flow improvement
Tax planning
Pricing
Profit Specialist
Accounts Receivable management
Collections
Cost Analysis & budgeting
FTC compliance
Business Succession
Bill has been successful in helping clients achieve their business goals and increase their profitability and cash flow. He can show you how to save money and make money.
Bill is located in Michigan and is married with 1 daughter.
Bill serves mainly clients located in Michigan and Western Ohio