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 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 true, ryan true, ryan Title(s) Middle Market Property & Casualty Consultant Company Name USI Business Email ryan.true@usi.com Business Category Business Consulting (non-financial), Insurance/Risk Management 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® WEEDIN, DAN WEEDIN, DAN Title(s) Crisis Navigator / Insurance Strategist Company Name Emerging Risk Solutions Business Email dan@danweedin.com Business Category Financial, Insurance/Risk Management wright, nikki wright, nikki Title(s) Managing Director Company Name CBIZ Business Email NIKKI.WRIGHT@CBIZ.COM Business Category Accounting/CPA/Bookkeeping, Financial young, justin young, justin Title(s) Partners/Wealth Advisor Company Name Opal Advisors Business Email justin@opaladvisors.com Business Category Financial, Financial Planner/investment Manager Credentials, Professional Designations Series 65, Chartered Alternative Investment Analyst ← Previous
