Member Directory Our mission is to be a welcoming community of diverse professionals serving family businesses. Keywords: Advanced Search Business Consulting (non-financial) Benefits/Compensation Human Resources (HR) Marketing/Bus. Dev. Sales Strategic/Business Planning Succession/Exit Planning Family/Individual Consulting Coach/Mentor Family Dynamics Family Office Family Succession/Exit Planning Governance Leadership Development Philanthropy Financial Accounting/CPA/Bookkeeping Banker/Lender Business Broker/Mergers & Acquisitions CFO Financial Planner/investment Manager Insurance/Risk Management Trust Officer General Health Care Care Management Long Term Care Medical Legal Business/Business Formation Elder/Family Law Estate/Estate Planning Tax Real Estate Cauthorn, Anton Cauthorn, Anton Title(s) Member Company Name Reed Longyear Malnati Corwin & Burnett, LLC Business Email acauthorn@reedlongyearlaw.com Business Category Business/Business Formation, Elder/Family Law, Estate/Estate Planning, Legal, Tax Cechony, Jules Cechony, Jules Title(s) Director Company Name WE Trust Company Business Email jules@wetrustco.com Business Category Financial Chang, Grace Chang, Grace Title(s) M&A | Business Broker | Commercial Real Estate Broker Company Name IBA Business Email grace@ibainc.com Business Category Business Broker/Mergers & Acquisitions, Financial Che, Meng Yu Che, Meng Yu Title(s) Estate Planning, Probate, & Elder Law Attorney Company Name Reed Longyear Malnati Corwin & Burnett, PLLC Business Email mche@reedlongyearlaw.com Business Category Elder/Family Law, Legal Coyan, Jacqueline Coyan, Jacqueline Title(s) VP/ SBA Relationship Manager Company Name Banner Bank Business Email jacque.coyan@bannerbank.com Business Category Financial Craig, Devin Craig, Devin Title(s) Partner Company Name Peterson Acquisitions Business Email devin@petersonacquisitions.com Business Category Business Broker/Mergers & Acquisitions, Financial Dickens, Craig Dickens, Craig Title(s) CEO Company Name JD Merit Business Email craig.dickens@jdmerit.com Business Category Banker/Lender, Financial Dovey, Catherine Dovey, Catherine Title(s) Owner Company Name Sound Compensation Business Email cdovey@soundcompensation.com Business Category Financial Dugoni, Christina Dugoni, Christina Title(s) CEO Company Name Davis Investors and Management Business Email cristina@davisinvestors.com Business Category Real Estate Evered, Sarah Evered, Sarah Title(s) Associate Company Name Alexander Hutton Business Email severed@alexanderhutton.com Business Category Financial ← Previous Next →
