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 Nave, Dave Nave, Dave Title(s) Owner Company Name Dave Nave & Associates Business Email dave@davenave.com Business Category Coach/Mentor, Family/Individual Consulting Neal, Eli Neal, Eli Title(s) Principal Company Name 4 Corners Financial Forensics Business Email eneal@4cornersff.com Business Category Accounting/CPA/Bookkeeping, Business Broker/Mergers & Acquisitions, Business Consulting (non-financial), Business/Business Formation, Estate/Estate Planning, Family Succession/Exit Planning, Family/Individual Consulting, Financial, Legal, Strategic/Business Planning, Succession/Exit Planning Credentials, Professional Designations CPA, ABV, CFF Niehaus, Troy Niehaus, Troy Title(s) Wealth Advisor Company Name Bernstein Private Wealth Management Business Email troy.niehaus@bernstein.com Business Category Financial Pariser, Benjamin Pariser, Benjamin Title(s) Principal Company Name Restorical Research Business Email ben@restorical.com Business Category General Perrault, Sherry Perrault, Sherry Title(s) Senior Manager Company Name Baker Tilly Business Email sherry.perrault@bakertilly.com Business Category Accounting/CPA/Bookkeeping, Financial Peshtaz, Bareq Peshtaz, Bareq Title(s) Family Wealth Advisor, Financial Advisor Company Name Aistear Group at Morgan Stanley Business Category Financial Platt, John Platt, John Title(s) Owner and General Manager Company Name Profiducia Services Inc Business Email john@profiducia.com Business Category Accounting/CPA/Bookkeeping, Business Consulting (non-financial), Elder/Family Law, Estate/Estate Planning, Family Office, Family/Individual Consulting, Financial, Legal, Marketing/Bus. Dev., Strategic/Business Planning, Trust Officer Polyak, Terry Polyak, Terry Title(s) Business Performance Advisor Company Name Insperity Business Email terry.polyak@insperity.com Business Category Benefits/Compensation, Business Consulting (non-financial), Family Succession/Exit Planning, Family/Individual Consulting, Health Care, Human Resources (HR), Leadership Development, Marketing/Bus. Dev., Medical, Sales, Strategic/Business Planning, Succession/Exit Planning Richmond, John Richmond, John Title(s) Associate Advisor Company Name Fulcrum Capital Business Email john@fulcrumcapllc.com Business Category Financial, General Credentials, Professional Designations CFP® Schneider, Rachel Schneider, Rachel Title(s) Wealth Advisor Company Name Bernstein Private Wealth Management Business Email rachel.schneider@bernstein.com Business Category Financial ← Previous Next →
