Member Directory

Our mission is to be a welcoming community of professionals from various disciplines
focused on serving family businesses professionals.

Caouette, Kyle
Title(s)
Principal, Senior Family Advisor
Company Name
Parcion Private Wealth
Business Email
Credentials, Professional Designations
CFA®, CFP®
Carmichael, Matt
Title(s)
Vice President, Commercial Relationship Manager
Company Name
Columbia Bank
Cauthorn, Anton
Title(s)
Member
Company Name
Reed Longyear Malnati Corwin & Burnett, LLC
Cechony, Jules
Title(s)
Director
Company Name
WE Trust Company
Business Email
Curtiss, Ian
Title(s)
Associate Relationship Manager/Wealth Planner
Company Name
Coldstream Wealth Management
Credentials, Professional Designations
CFA, CFP®
Davis, Dan
Title(s)
Owner
Company Name
Lendio Seattle
Dickinson, Mary
Title(s)
Retired
Business Email
Credentials, Professional Designations
CPA, CGMA
Downs, Lisa
Title(s)
Career and Retirement Transition Coach
Company Name
New Aspect Coaching
Business Email
Business Category
Credentials, Professional Designations
ICF ACC, CPLP
Scroll to Top