Directory Category: Succession/Exit Planning

Stiefel, David
Title(s)
Managing Partner
Company Name
Baker Tilly
Credentials, Professional Designations
MBA, CPA/PFS
Townsend, Bhaj
Title(s)
Fellow Wealth Consultant Certification from Heritage Institute
Company Name
Focus and Sustain
Credentials, Professional Designations
Certified Mediator WA. State, Fellow Certification from The Heritage Institute, Certification Training from Institute for Preparing Heirs

Sponsors

USI logo 6-2023
425 Business 2.0
SouthSound Business 5-23
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