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 Homan, Cary Homan, Cary 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. Ichikawa, Jenna Ichikawa, Jenna Title(s) Trusts and Estate Planning Attorney Company Name Stokes Law Business Email jbi@stokeslaw.com Business Category Business/Business Formation, Estate/Estate Planning, Family Succession/Exit Planning, Family/Individual Consulting, Legal, Tax ILDHUSO, GUNNAR ILDHUSO, GUNNAR Title(s) Wealth Manager Company Name Coldstream Business Email gunnar.ildhuso@coldstream.com Business Category Financial, Financial Planner/investment Manager JAMISON, JOLIE JAMISON, JOLIE Title(s) Business Development Manager Company Name CFP Solutions Business Email jolie@cfoselections.com Business Category CFO, Financial Kasper, Kelly Kasper, Kelly Title(s) Owner Company Name TAB North Seattle Business Email kelly@tabnorthseattle.com Kirwan, Kris Kirwan, Kris Title(s) Senior Advisor Company Name Bestemor Senior Housing Assistance. Business Email kris@bestemorhousing.com Business Category Care Management, Health Care Larsen, Keil Larsen, Keil Title(s) Partner, Attorney Company Name Reed Pruett Walters Larsen PLLC Business Email klarsen@rpwlaw.com Business Category Business Consulting (non-financial), Business/Business Formation, Estate/Estate Planning, Legal, Strategic/Business Planning, Succession/Exit Planning Laughlin, Vanessa Laughlin, Vanessa Title(s) Principal Company Name Banister Advisors Business Email vanessa@banisteradvisors.com Business Category General ← Previous Next →
