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 Gomez, Olivia Gomez, Olivia Title(s) Attorney Company Name Stokes Lawrence Business Email oeg@stokeslaw.com Business Category Legal Greenberg, David Greenberg, David Title(s) Estate Planning Attorney Company Name Greenberg Estate Planning, PLLC Business Email dave@greenbergplanning.com Guadiana, Logan Guadiana, Logan Company Name Care Bridge Connections Business Email logan@carebridgeconnections.com Business Category Care Management, Health Care Hall, Mallory Hall, Mallory Title(s) Financial Advisor Company Name Alterra Advisors Business Email mallory@alterraadvisors.com Business Category Financial, Financial Planner/investment Manager Hall, Marilyn Hall, Marilyn Title(s) Founder & Chief Transformation Officer Company Name NXLVLUP Business Email marilyn@nxlvlup-llc.com Business Category Family/Individual Consulting Hansen, Kevin Hansen, Kevin Title(s) Partner Company Name Peterson Russell Kelly Livengood PLLC Business Email khansen@prklaw.com Business Category Legal Hare, Chris Hare, Chris Title(s) Founder + Chief Narrative Strategist Company Name The Storied Future Business Email chris@thestoriedfuture.com Business Category Business Broker/Mergers & Acquisitions, Coach/Mentor, 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 Hemmert, Ryan Hemmert, Ryan Title(s) Business Broker / Founder Company Name Washington Business Brokers LLC Business Email ryan@wabusinessbrokers.com Business Category Business Broker/Mergers & Acquisitions, Financial Hendricks, Arnie Hendricks, Arnie Title(s) Part Time CFO Company Name Financial Management Resources Business Email arnie.hendricks@gmail.com Business Category General ← Previous Next →
