Member Directory
Our mission is to be a welcoming community of diverse professionals serving family businesses.
Title(s)
Fellow Wealth Consultant Certification from Heritage Institute
Company Name
Focus and Sustain
Business Email
Business Category
Credentials, Professional Designations
Certified Mediator WA. State, Fellow Certification from The Heritage Institute, Certification Training from Institute for Preparing Heirs
Title(s)
Trust & Estate, Tax Attorney
Business Email
Business Category
Title(s)
Executive Director
Company Name
JPMorgan Chase
Business Email
Business Category
Title(s)
Wealth Advisor
Company Name
Merriman, LLC
Business Email
Business Category
Credentials, Professional Designations
CFP®, AFC®
Title(s)
Attorney
Company Name
Walroth-Sadurni Law
Business Email
Business Category