Connecting Point

Connecting Point 2018-06-03T13:10:39+00:00

The Connecting Point is a private directory of PPI members created to increase both the frequency and effectiveness of collaboration among PPI members.  Please refrain from self‐promotion and direct marketing fellow members; please do not add these individuals to any mailing lists without their consent.

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Name Email Country State Company Professional Field Action
Kathleen Adamskadams@seia.comUnited StatesSEIAFinancial Planner / CFP / CFA / ChFC / CIMA Details
Stephanie Allenstephanie@westallen.comUnited StatesColoradoBrains on PurposeOther Details
Stacy Allredstacy_allred@ml.comUnited StatesBAC-Merrill LynchWealth Management / Family Wealth Advisor Details
Mark Altons.mark.alton@morganstanley.comUnited StatesNew YorkMorgan StanleyWealth Management / Family Wealth Advisor Details
Carol Andersoncarol@moneyquotient.orgUnited StatesOregonMoney QuotientNon-Profit Professional Details
Mary Andersonmary@maryganderson.comUnited StatesLegacy Planner / Consultant Details
Kristen Armstrongkristen.armstrong@usbank.comUnited StatesCaliforniaAscent Private Capital Management of U.S. BankWealth Management / Family Wealth Advisor Details
Rich Arzagarich@inswhisper.comUnited StatesCaliforniaInsurance Whisperer, LLCInsurance Professional / CLU Details
Sylvia Azoulaysylvia.azoulay@richardsongmp.comCanadaOntarioRichardson GMP Private Family OfficeLimitedEstate Planning or Tax Attorney Details
Richard Bakalrichard@rbakal.comUnited StatesConnecticutThe Wine TrustFamily Business Consultant / Coach Details
Gregg Ballewgballew@westwoodgroup.comUnited StatesTexasWestwood TrustWealth Management / Family Wealth Advisor Details
Shawn Barberisshawn@aspida360.comUnited StatesMarylandAspida360Wealth Management / Family Wealth Advisor Details
Phillip BarnhillPhil.Barnhill@StoryFamilyInstitute.comUnited StatesMinnesotaStory Family Institute, LLCLegacy Planner / Consultant Details
Russel Baskinrbaskin@family-enterprise-xchange.comCanadaFAMILY ENTERPRISE XCHANGEFamily Business Consultant / Coach Details
David Battlesdbattles@okumf.orgUnited StatesOklahomaMr.Philanthropic Advisor / CAP Details
Doug Baumoeldbaumoel@continuityfbc.comUnited StatesMassachusettsContinuity Family Business ConsultingFamily Business Consultant / Coach Details
Debra Beadlebeadlede@abslegacypartners.comABS Legacy PartnersFamily Office Professional / Family Office Consultant Details
Jane Beddalljb@dovetailresolutions.comUnited StatesConnecticutDovetail Resolutions, LLCFamily Business Consultant / Coach Details
Timothy J. Belbertim@thealchemiagroup.comUnited StatesColoradoThe Alchemia GroupLegacy Planner / Consultant Details
Abigail Bennettbennett.abby.j@gmail.comUnited StatesNew YorkWildStar Partners LLCFamily Office Professional / Family Office Consultant Details
Michael Blacksburgmichael.blacksburg@wellsfargo.comUnited StatesNorth CarolinaWells Fargo BankTrustee / Trust Professional / CTFA Details
Michael Bohlmike.bohl@wyomingbank.comUnited StatesWyomingWyoming Bank & TrustTrustee / Trust Professional / CTFA Details
Emily Bonifaceemily@wehope.netOregonOther Details
Randall Borkusrandall@wpcdllc.comUnited StatesIllinoisWealth Preservation Concepts, LLCEstate Planning or Tax Attorney Details
Ryan Bosseryan.bosse@cymi.comUnited StatesOhioCYMI HoldingsFamily Office Professional / Family Office Consultant Details
Emily Bouchardemily@wealthlegacygroup.netUnited StatesCaliforniaWealth Legacy GroupRelational Expert / Therapist Details
Dave Bowmandaveb@capstonecollegepartners.comUnited StatesOhioCapstone College PartnersFinancial Planner / CFP / CFA / ChFC / CIMA Details
Susan Bradleysusan@suddenmoney.comUnited StatesFloridaSudden Money InstituteOther Details
Sarah Bradleysarah.bradley@archetypewealth.comUnited StatesTexasArchetypeWealth Management / Family Wealth Advisor Details
Sandra Bragarsbragar@aspiriant.comUnited StatesCaliforniaAspiriantFinancial Planner / CFP / CFA / ChFC / CIMA Details