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 Shapiro, Seth Shapiro, Seth Title(s) Executive Vice President Company Name USI Kibble & Prentice Business Email seth.shapiro@usi.com Business Category General Credentials, Professional Designations CPCU, ARM, AIS, ARe, CyRM Shepherd, Michael Shepherd, Michael Title(s) Chief Brand & Communications Officer Company Name The Shepherd Group Business Email michael@theshepherdgroup.com Business Category Business Consulting (non-financial), Marketing/Bus. Dev., Strategic/Business Planning Spencer, Aaron Spencer, Aaron Title(s) Wealth Advisor, CFP®, ADPA™ Company Name Merriman Wealth Management Business Email aaron@merriman.com Business Category Financial Stone, Dan Stone, Dan Title(s) Principal, Business Broker Company Name Transition360, LLC Business Email danstone@transition360.com Business Category Business Broker/Mergers & Acquisitions, Business Consulting (non-financial), Family Succession/Exit Planning, Family/Individual Consulting, Financial, Strategic/Business Planning, Succession/Exit Planning Stone, Pam Stone, Pam Title(s) Regional Business Development Manager Company Name Family Resource Home Care Business Email pams@familyrhc.com Business Category Business Consulting (non-financial), Care Management, Health Care, Long Term Care, Marketing/Bus. Dev., Medical Suttle, Savannah Suttle, Savannah Title(s) CEO, Chief Strategy Consultant Company Name Schema Consulting and Management Business Email savannah@schemapm.com Business Category Coach/Mentor, Family Dynamics, Family/Individual Consulting Townsend, Bhaj Townsend, Bhaj Title(s) Fellow Wealth Consultant Certification from Heritage Institute Company Name Focus and Sustain Business Email bhaj@focusandsustain.com Business Category Business Consulting (non-financial), Coach/Mentor, Family Dynamics, Family Succession/Exit Planning, Family/Individual Consulting, Governance, Leadership Development, Philanthropy, Succession/Exit Planning Credentials, Professional Designations Certified Mediator WA. State, Fellow Certification from The Heritage Institute, Certification Training from Institute for Preparing Heirs VanDerSnick, Jo VanDerSnick, Jo Title(s) Executive Director Company Name JPMorgan Chase Business Email jo.vandersnick@chase.com Business Category Banker/Lender, Financial Waclawik, Chris Waclawik, Chris Title(s) Wealth Advisor Company Name Merriman, LLC Business Email chris@merriman.com Business Category Family Succession/Exit Planning, Family/Individual Consulting, Financial, Financial Planner/investment Manager Credentials, Professional Designations CFP®, AFC® WEEDIN, DAN WEEDIN, DAN Title(s) Crisis Navigator / Insurance Strategist Company Name Emerging Risk Solutions Business Email dan@danweedin.com Business Category Financial, Insurance/Risk Management ← Previous
