Member Directory
Our mission is to be a welcoming community of diverse professionals serving family businesses.
Title(s)
Associate Advisor
Company Name
Fulcrum Capital
Business Email
Credentials, Professional Designations
CFP®
Title(s)
Senior Loan Officer
Company Name
Like Oak Bank
Business Email
Business Category
Title(s)
Wealth Advisor
Company Name
Bernstein Private Wealth Management
Business Email
Business Category
Title(s)
Executive Vice President
Company Name
USI Kibble & Prentice
Business Email
Business Category
Credentials, Professional Designations
CPCU, ARM, AIS, ARe, CyRM
Title(s)
Chief Brand & Communications Officer
Company Name
The Shepherd Group
Business Email
Business Category
Title(s)
VP Commercial Relationship Manager
Company Name
Banner Bank
Business Email
Business Category
Title(s)
Capital Markets Officer
Company Name
Heritage Bank
Business Email
Business Category
Title(s)
Principal, Business Broker
Company Name
Transition360, LLC
Business Email
Title(s)
Director of Business Development
Company Name
Family Resource Home Care
Business Email
Business Category
Title(s)
CEO, Chief Strategy Consultant
Company Name
Schema Consulting and Management
Business Email
Business Category
