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 Homan, Carey Homan, Carey Title(s) CPA | Small Business Tax Advisor Company Name Taxman & Associates Business Email carey@taxman.cc Business Category Financial Huisenga, Josh Huisenga, Josh Company Name Chalkbox Creative Business Category Business Consulting (non-financial), Marketing/Bus. Dev. Ildhuso, Gunnar Ildhuso, Gunnar Title(s) Wealth Manager Company Name Coldstream Business Email gunnar.ildhuso@coldstream.com Business Category Financial, Financial Planner/investment Manager Jameson, Jolie Jameson, Jolie Title(s) Western Washington Business Development Manager Company Name CFO Selections. Business Email jolie@cfoselections.com Business Category CFO, Financial kershner, sherene kershner, sherene Title(s) Medicare & Benefits Strategy Advisor Company Name Integrity Insurance NW Business Email sherene@integrityinsurancenw.com Business Category Financial, Insurance/Risk Management kimpton, eric kimpton, eric Title(s) Senior Tax Manager Company Name Greenwood Ohlund Business Email eric@greenwoodcpa.com Business Category Accounting/CPA/Bookkeeping, Financial Kizzler, Wendy Kizzler, Wendy Title(s) Wealth Strategist Company Name Northern Trust Business Email wk3@ntrs.com Business Category General Credentials, Professional Designations Licensed and registered as an Investment Advisor and General Securities Representative, Certified Private Wealth Advisor ®. Lee, Michelle Lee, Michelle Title(s) SVP, Commercial Relationship Manager, Middle Market Banking Company Name Columbia Bank Business Email michellelee@columbiabank.com Business Category Banker/Lender, Financial Leigeb, Brandon Leigeb, Brandon Title(s) Wealth Managment Alalyst Company Name The Aistear Wealth Management Group. Morgan Stanley Business Email Brandon.Leitgeb@morganstanley.com Business Category Financial, Financial Planner/investment Manager Longyear, Michael Longyear, Michael Title(s) Member, Attorney Company Name Reed Longyear Malnati & Ahrens Business Email mlongyear@reedlongyearlaw.com Business Category Business Consulting (non-financial), Business/Business Formation, Elder/Family Law, Estate/Estate Planning, Family/Individual Consulting, Legal, Philanthropy, Strategic/Business Planning, Succession/Exit Planning, Tax ← Previous Next →
