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 Marketing/Bus. Dev. 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 Follansbee, Bruce Follansbee, Bruce Title(s) Consulting Partner Company Name ERA Group Business Email BFollansbee@eragroup.com Business Category Business Consulting (non-financial) Gaffney, Dan Gaffney, Dan Title(s) Partner Company Name Moss Adams Business Email dan.gaffney@mossadams.com Business Category Accounting/CPA/Bookkeeping, Business Consulting (non-financial), Business/Business Formation, Estate/Estate Planning, Family Office, Family Succession/Exit Planning, Family/Individual Consulting, Financial, Governance, Legal, Strategic/Business Planning, Succession/Exit Planning, Tax Credentials, Professional Designations CPA Gentry, Bobby Gentry, Bobby Title(s) Wealth Advisor Company Name Freestone Capital Management Business Email bgentry@freestonecapital.com Business Category Family Office, Family Succession/Exit Planning, Family/Individual Consulting, Financial, Financial Planner/investment Manager, Health Care, Insurance/Risk Management, Long Term Care, Philanthropy Gerould, Don Gerould, Don Title(s) Managing Partner Company Name Cogent Equity Business Email don@cogentequity.com Business Category Business Broker/Mergers & Acquisitions gilmore, robert gilmore, robert Title(s) Lead Advisor Company Name Fulcrum Capital Business Email robert@fulcrumcapllc.com Business Category Financial, Financial Planner/investment Manager gray, Matt gray, Matt Title(s) Associate Wealth Manager Company Name Coldstream Wealth Management Business Email matt.gray@coldstream.com Business Category Financial, Financial Planner/investment Manager hadaway, martha hadaway, martha Title(s) Tax Partner Company Name Greenwood Ohlund, PS Business Email martha@greenwoodcpa.com Business Category Accounting/CPA/Bookkeeping, Business Consulting (non-financial), Financial, Strategic/Business Planning, Succession/Exit Planning Credentials, Professional Designations Enrolled Agent, Masters in Taxation Harper-Smith, Nick Harper-Smith, Nick Title(s) Attorney Company Name Helsell Fetterman LLP Business Email nharper-smith@helsell.com Business Category Legal hemmen, christina hemmen, christina Title(s) Founder/Director Company Name Modern Human HR Business Email christina@modernhumanhr.com Business Category Business Consulting (non-financial) Hemmert, Ryan Hemmert, Ryan Title(s) Business Broker / Founder Company Name Washington Business Brokers LLC Business Email ryan@wabusinessbrokers.com Business Category Business Broker/Mergers & Acquisitions, Financial ← Previous Next →
