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 Dugoni, Christina Dugoni, Christina Title(s) CEO Company Name Davis Investors and Management Business Email cristina@davisinvestors.com Business Category Real Estate Falcone, Jim Falcone, Jim Title(s) Managing Director Company Name Fulcrum Wealth Advisors Business Email jim.falcone@fulcrumwa.com Business Category Estate/Estate Planning, Financial, Financial Planner/investment Manager, Insurance/Risk Management, Legal Follansbee, Bruce Follansbee, Bruce Title(s) Consulting Partner Company Name ERA Group Business Email BFollansbee@eragroup.com Business Category Business Consulting (non-financial) Gaffney, Dan Gaffney, Dan Title(s) Partner Company Name Moss Adams Business Email dan.gaffney@mossadams.com Business Category Accounting/CPA/Bookkeeping, Business Consulting (non-financial), Business/Business Formation, Estate/Estate Planning, Family Office, Family Succession/Exit Planning, Family/Individual Consulting, Financial, Governance, Legal, Strategic/Business Planning, Succession/Exit Planning, Tax Credentials, Professional Designations CPA Gentry, Bobby Gentry, Bobby Title(s) Wealth Advisor Company Name Freestone Capital Management Business Email bgentry@freestonecapital.com Business Category Family Office, Family Succession/Exit Planning, Family/Individual Consulting, Financial, Financial Planner/investment Manager, Health Care, Insurance/Risk Management, Long Term Care, Philanthropy Gerould, Don Gerould, Don Title(s) Managing Partner Company Name Cogent Equity Business Email don@cogentequity.com Business Category Business Broker/Mergers & Acquisitions gilmore, robert gilmore, robert Title(s) Lead Advisor Company Name Fulcrum Capital Business Email robert@fulcrumcapllc.com Business Category Financial, Financial Planner/investment Manager Gomez, Olivia Gomez, Olivia Title(s) Attorney Company Name Stokes Lawrence Business Email oeg@stokeslaw.com Business Category Legal Hall, Marilyn Hall, Marilyn Title(s) Founder & Chief Transformation Officer Company Name NXLVLUP Business Email marilyn@nxlvlup-llc.com Business Category Family/Individual Consulting Harper-Smith, Nick Harper-Smith, Nick Title(s) Attorney Company Name Helsell Fetterman LLP Business Email nharper-smith@helsell.com Business Category Legal ← Previous Next →
