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 Dickens, Craig Dickens, Craig Title(s) CEO Company Name JD Merit Business Email craig.dickens@jdmerit.com Business Category Banker/Lender, Financial Dovey, Catherine Dovey, Catherine Title(s) Owner Company Name Sound Compensation Business Email cdovey@soundcompensation.com Business Category Financial Dugoni, Christina Dugoni, Christina Title(s) CEO Company Name Davis Investors and Management Business Email cristina@davisinvestors.com Business Category Real Estate Evered, Sarah Evered, Sarah Title(s) Associate Company Name Alexander Hutton Business Email severed@alexanderhutton.com Business Category Financial Fain, David Fain, David Title(s) Financial Advisor Company Name AssuredPartners Business Email david.fain@assuredpartners.com Business Category Financial, Insurance/Risk Management 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 Director Company Name RC Advisory Services Business Email dgerould@rcadvisorysvcs.com Business Category Business Consulting (non-financial) ← Previous Next →
