Member Directory

Our mission is to be a welcoming community of professionals from various disciplines
focused on serving family businesses professionals.

Title(s):
Partner
Company Name:
Hunt Jackson CPAs
Business Email:
Credentials, Professional Designations:
CPA
Title(s):
Financial Advisor
Company Name:
Morgan Stanley
Credentials, Professional Designations:
CFP
Title(s):
Relationship Manager
Company Name:
Pillar International Insurance Advisors
Title(s):
Associate Attorney
Company Name:
Reed Longyear L
Title(s):
Director
Company Name:
WE Trust Company
Business Email:
Title(s):
Founder/Consultant and Author
Company Name:
Means To An End, Inc.
Business Email:
Business Category:
Title(s):
Licensed Marriage Family Therapist and Executive Director at WIT Professionals
Company Name:
WIT Professionals
Business Email:
Business Category:
Credentials, Professional Designations:
LMFI, LPCC
Title(s):
Principal
Company Name:
Bader Martin
Credentials, Professional Designations:
CPA, CGMA
Title(s):
Career and Retirement Transition Coach
Company Name:
New Aspect Coaching
Business Email:
Business Category:
Credentials, Professional Designations:
ICF ACC, CPLP
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