Accounting/CPA/Bookkeeping – Northwest Family Business Advisors

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

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

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

Stiefel, David

Title(s)

Managing Partner

Company Name

Baker Tilly

Business Email

david.stiefel@bakertilly.com

Business Category

Accounting/CPA/Bookkeeping, Business Consulting (non-financial), Family Office, Family Succession/Exit Planning, Family/Individual Consulting, Financial, Governance, Succession/Exit Planning

Credentials, Professional Designations

MBA, CPA/PFS

Directory Category: Accounting/CPA/Bookkeeping

Houston, Lori

Neal, Eli

Platt, John

Stiefel, David

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