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 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 Cauthorn, Anton Cauthorn, Anton Title(s) Member Company Name Reed Longyear Malnati Corwin & Burnett, LLC Business Email acauthorn@reedlongyearlaw.com Business Category Business/Business Formation, Elder/Family Law, Estate/Estate Planning, Legal, Tax Cechony, Jules Cechony, Jules Title(s) Director Company Name WE Trust Company Business Email jules@wetrustco.com Business Category Financial Chang, Grace Chang, Grace Title(s) M&A | Business Broker | Commercial Real Estate Broker Company Name IBA Business Email grace@ibainc.com Business Category Business Broker/Mergers & Acquisitions, Financial Che, Meng Yu Che, Meng Yu Title(s) Estate Planning, Probate, & Elder Law Attorney Company Name Reed Longyear Malnati Corwin & Burnett, PLLC Business Email mche@reedlongyearlaw.com Business Category Elder/Family Law, Legal Coyan, Jacqueline Coyan, Jacqueline Title(s) VP/ SBA Relationship Manager Company Name Banner Bank Business Email jacque.coyan@bannerbank.com Business Category Financial Craig, Devin Craig, Devin Title(s) Partner Company Name Peterson Acquisitions Business Email devin@petersonacquisitions.com Business Category Business Broker/Mergers & Acquisitions, 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® ← Previous Next →
