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 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 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 Burgess, Nick Burgess, Nick Title(s) VP & Principal Company Name The Burgess Group Business Email nburgess@tbgroup.org Business Category Financial Burton, Kathleen Burton, Kathleen Title(s) Associate Attorney Company Name Stokes Lawrence Business Email kathleen.burton@stokeslaw.com Business Category Legal 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 Next →