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 Andreini, Elizabeth Andreini, Elizabeth Title(s) CEO Company Name Child Development, Inc. Business Email elizabeth@accelerate-marketing.com Business Category General Baer, Raymond Baer, Raymond Title(s) Commercial Banking Leader Company Name Banner Bank Business Email raymond.baer@bannerbank.com Business Category Banker/Lender, 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 Bonime, Todd Bonime, Todd Title(s) Senior Vice President Company Name The Aistear Wealth Management Group, Morgan Stanley, Business Email todd.e.bonime@morganstanley.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) Carroll, Connie Carroll, Connie Title(s) Insurance Advisor Company Name Pillar International Insurance Advisors Business Email connie.carroll@pillarintl.com Business Category Benefits/Compensation, Business Consulting (non-financial), Estate/Estate Planning, Financial, Health Care, Insurance/Risk Management, Legal, Long Term Care, Succession/Exit Planning Cechony, Jules Cechony, Jules Title(s) Director Company Name WE Trust Company Business Email jules@wetrustco.com Business Category Financial Coyan, Jacqueline Coyan, Jacqueline Title(s) VP/ SBA Relationship Manager Company Name Banner Bank Business Email jacque.coyan@bannerbank.com Business Category Financial Curtiss, Ian Curtiss, Ian Title(s) Associate Relationship Manager/Wealth Planner Company Name Coldstream Wealth Management Business Email ian.curtiss@coldstream.com Business Category Financial Credentials, Professional Designations CFA, CFP® Dickens, Craig Dickens, Craig Title(s) CEO Company Name Merit Investment Bank Business Email craig.dickens@jdmerit.com Business Category Banker/Lender, Financial Next →
