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 Peshtaz, Bareq Peshtaz, Bareq Title(s) Family Wealth Advisor, Financial Advisor Company Name Aistear Group at Morgan Stanley Business Category Financial Platt, John 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 Schalla, Susan Schalla, Susan Title(s) Attorney Company Name CARNEY BADLEY SPELLMAN Business Email schalla@carneylaw.com Business Category Business/Business Formation, Estate/Estate Planning, Legal, Tax Spencer, Aaron Spencer, Aaron Title(s) Wealth Advisor, CFP®, ADPA™ Company Name Merriman Wealth Management Business Email aaron@merriman.com Business Category Financial Stone, Dan Stone, Dan Title(s) Principal, Business Broker Company Name Transition360, LLC Business Email danstone@transition360.com Business Category Business Broker/Mergers & Acquisitions, Business Consulting (non-financial), Family Succession/Exit Planning, Family/Individual Consulting, Financial, Strategic/Business Planning, Succession/Exit Planning Stone, Pam Stone, Pam Title(s) Regional Business Development Manager Company Name Family Resource Home Care Business Email pams@familyrhc.com Business Category Business Consulting (non-financial), Care Management, Health Care, Long Term Care, Marketing/Bus. Dev., Medical Townsend, Bhaj Townsend, Bhaj Title(s) Fellow Wealth Consultant Certification from Heritage Institute Company Name Focus and Sustain Business Email bhaj@focusandsustain.com Business Category Business Consulting (non-financial), Coach/Mentor, Family Dynamics, Family Succession/Exit Planning, Family/Individual Consulting, Governance, Leadership Development, Philanthropy, Succession/Exit Planning Credentials, Professional Designations Certified Mediator WA. State, Fellow Certification from The Heritage Institute, Certification Training from Institute for Preparing Heirs TRUONG, PAIGE TRUONG, PAIGE Title(s) Senior Financial Analyst Company Name Shine Financials Business Email paige@shinefinancials.com Business Category Financial VanDerSnick, Jo VanDerSnick, Jo Title(s) Executive Director Company Name JPMorgan Chase Business Email jo.vandersnick@chase.com Business Category Banker/Lender, Financial Waclawik, Chris Waclawik, Chris Title(s) Wealth Advisor Company Name Focus Partners Wealth Business Email chris@merriman.com Business Category Family Succession/Exit Planning, Family/Individual Consulting, Financial, Financial Planner/investment Manager Credentials, Professional Designations CFP®, AFC® ← Previous Next →
