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 Alpeza, Amy Alpeza, Amy Title(s) Real Estate Broker Company Name Windermere Real Estate/East Inc. Business Email admin@nwfba.org Business Category Real Estate Andreini, Elizabeth Andreini, Elizabeth Title(s) CEO Company Name Child Development, Inc. Business Email elizabeth@accelerate-marketing.com Business Category General Andrews, Maria Andrews, Maria Title(s) Director of Sales Company Name Murano Senior Living Business Email mariaand@merrillgardens.com Business Category General Avery, Laura Avery, Laura Title(s) Manager, Tax Practice Company Name Baker Tilly Business Email laura.avery@bakertilly.com Business Category Accounting/CPA/Bookkeeping, Financial BAER, RAYMOND BAER, RAYMOND Title(s) Commercial Banking Leader Company Name Banner Bank Business Email raymond.baer@bannerbank.com Business Category Banker/Lender, Financial Bartel, James Bartel, James Title(s) Senior Vice President Company Name Sallyport Commercial Finance Business Email jbartel@sallyportcf.com Business Category Financial Blanchard, Jon Blanchard, Jon Title(s) Senior Tax Manager at Baker Tilly US Company Name Baker Tilly US, PPL Business Email Jon.Blanchard@bakertilly.com Business Category Accounting/CPA/Bookkeeping, Financial Bocinsky, James Bocinsky, James Title(s) Vice President Company Name Bernstein Private Wealth Business Email james.bocinsky@bernstein.com Business Category Financial, Financial Planner/investment Manager Brune, Richard Brune, Richard Title(s) Managing Partner Company Name OneAccord Business Email richard.brune@oneaccordpartners.com Business Category Business Consulting (non-financial) Burger, Robert Burger, Robert Title(s) Director Company Name Turning Point Strategic Advisors Business Email RobertB@Turning-Point.com Business Category CFO, Financial Next →
