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 Human Resources (HR) Marketing/Bus. Dev. Sales 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 Neal, Eli Neal, Eli Title(s) Principal Company Name 4 Corners Financial Forensics Business Email eneal@4cornersff.com Business Category Accounting/CPA/Bookkeeping, Business Broker/Mergers & Acquisitions, Business Consulting (non-financial), Business/Business Formation, Estate/Estate Planning, Family Succession/Exit Planning, Family/Individual Consulting, Financial, Legal, Strategic/Business Planning, Succession/Exit Planning Credentials, Professional Designations CPA, ABV, CFF Niehaus, Troy Niehaus, Troy Title(s) Wealth Advisor Company Name Bernstein Private Wealth Management Business Email troy.niehaus@bernstein.com Business Category Financial Pariser, Benjamin Pariser, Benjamin Title(s) Principal Company Name Restorical Research Business Email ben@restorical.com Business Category General Penner, Kevin Penner, Kevin Title(s) Senior Manager, Advisory Senior Family Advisor Company Name Parcion Private Wealth Business Email admin@nwfba.org Business Category Financial Perrault, Sherry Perrault, Sherry Title(s) Senior Manager Company Name Baker Tilly Business Email sherry.perrault@bakertilly.com Business Category Accounting/CPA/Bookkeeping, Financial 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 Pletz, Andy Pletz, Andy Business Email AndyPletz@mac.com Business Category Banker/Lender, Financial Poll, Billy Poll, Billy Title(s) Partner / Commercial Real Estate Broker Company Name NAI Puget Sound Properties Business Email bpoll@nai-psp.com Polyak, Terry Polyak, Terry Title(s) Business Performance Advisor Company Name Insperity Business Email terry.polyak@insperity.com Business Category Benefits/Compensation, Business Consulting (non-financial), Family Succession/Exit Planning, Family/Individual Consulting, Health Care, Human Resources (HR), Leadership Development, Marketing/Bus. Dev., Medical, Sales, Strategic/Business Planning, Succession/Exit Planning ← Previous Next →
