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 Holmes, Michael Holmes, Michael Title(s) Senior Manager Company Name Baker Tilly Business Email michael.holmes@bakertilly.com Business Category Accounting/CPA/Bookkeeping, Financial Homan, Carey Homan, Carey Title(s) CPA | Small Business Tax Advisor Company Name Taxman & Associates Business Email carey@taxman.cc Business Category Financial Houston, Lori Houston, Lori Title(s) Senior Vice President Company Name Whittier Trust Company Business Email lhouston@whittiertrust.com Business Category Accounting/CPA/Bookkeeping, Family Succession/Exit Planning, Financial, Financial Planner/investment Manager, Trust Officer Huisenga, Josh Huisenga, Josh Company Name Chalkbox Creative Business Category Business Consulting (non-financial), Marketing/Bus. Dev. Ildhuso, Gunnar Ildhuso, Gunnar Title(s) Wealth Manager Company Name Coldstream Business Email gunnar.ildhuso@coldstream.com Business Category Financial, Financial Planner/investment Manager JAMESON, JOLIE JAMESON, JOLIE Title(s) Western Washington Business Development Manager Company Name CFO Selections. Business Email jolie@cfoselections.com Business Category CFO, Financial Kirwan, Kris Kirwan, Kris Title(s) Senior Advisor & Owner Company Name Flourish Senior Advisement Business Email FlourishAdvisement@outlook.com Business Category Care Management, Health Care Kizzler, Wendy Kizzler, Wendy Title(s) Wealth Strategist Company Name Northern Trust Business Email wk3@ntrs.com Business Category General Credentials, Professional Designations Licensed and registered as an Investment Advisor and General Securities Representative, Certified Private Wealth Advisor ®. Laughlin, Vanessa Laughlin, Vanessa Title(s) Principal Company Name Banister Advisors Business Email vanessa@banisteradvisors.com Business Category General Lee, Michelle Lee, Michelle Title(s) SVP, Commercial Relationship Manager, Middle Market Banking Company Name Umpqua Bank Business Email michellelee@umpquabank.com Business Category Banker/Lender, Financial ← Previous Next →
