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 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 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
