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 Richmond, John Richmond, John Title(s) Associate Advisor Company Name Fulcrum Capital Business Email john@fulcrumcapllc.com Business Category Financial, General Credentials, Professional Designations CFP® Roberg Addie Roberg Addie Title(s) Senior Loan Officer Company Name Like Oak Bank Business Email addie.roberge@liveoak.bank Business Category Banker/Lender, Financial Schneider, Rachel Schneider, Rachel Title(s) Wealth Advisor Company Name Bernstein Private Wealth Management Business Email rachel.schneider@bernstein.com Business Category Financial Shapiro, Seth Shapiro, Seth Title(s) Executive Vice President Company Name USI Kibble & Prentice Business Email seth.shapiro@usi.com Business Category General Credentials, Professional Designations CPCU, ARM, AIS, ARe, CyRM Shepherd, Michael Shepherd, Michael Title(s) Chief Brand & Communications Officer Company Name The Shepherd Group Business Email michael@theshepherdgroup.com Business Category Business Consulting (non-financial), Marketing/Bus. Dev., Strategic/Business Planning Smith, Lynell Smith, Lynell Title(s) VP Commercial Relationship Manager Company Name Banner Bank Business Email lynell.smith@bannerbank.com Business Category Business Broker/Mergers & Acquisitions, Financial Sterken, Jeff Sterken, Jeff Title(s) Capital Markets Officer Company Name Heritage Bank Business Email jeff.sterken@heritagebanknw.com Business Category Banker/Lender, 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) Director of Business Development Company Name Family Resource Home Care Business Email pam@familyresourcehomecare.com Business Category Business Consulting (non-financial), Care Management, Health Care, Long Term Care, Marketing/Bus. Dev., Medical Suttle, Savannah Suttle, Savannah Title(s) CEO, Chief Strategy Consultant Company Name Schema Consulting and Management Business Email savannah@schemapm.com Business Category Coach/Mentor, Family Dynamics, Family/Individual Consulting ← Previous Next →