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 Jameson, Jolie Jameson, Jolie Title(s) Western Washington Business Development Manager Company Name CFO Selections. Business Email jolie@cfoselections.com Business Category CFO, 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 Maier, Curt Maier, Curt Title(s) VP Business Development Company Name IBA Business Email curt@ibainc.com Business Category General Credentials, Professional Designations CMAI, CFB Marberg, Aaron Marberg, Aaron Title(s) Vice President & Client Advisor Company Name Bernstein Business Email aaron.marberg@bernstein.com Business Category General Martinka, Jessica Martinka, Jessica Title(s) Client & Business Development Company Name Martinka Consulting Business Email jessica@martinkaconsulting.com Business Category Business Consulting (non-financial) Martinka, John Martinka, John Title(s) CEO, Founder Company Name Martinka Consulting Business Email john@martinkaconsulting.com Business Category Business Broker/Mergers & Acquisitions, Business Consulting (non-financial), Financial, Succession/Exit Planning Mathewson, Campbell Mathewson, Campbell Title(s) Managing Partner & Designated Broker Company Name CMRE Partners Business Email cmathewson@cmrepartners.com Business Category Real Estate ← Previous Next →
