Name | Company | City | State | Country | Professional Field | Action | |
---|---|---|---|---|---|---|---|
Lindsay Pope | lindsay@lindsaypope.com | Trustee Support | Auckland | Auckland | New Zealand | Trustee / Trust Professional / CTFA | Details |
Gregory Popera | gregory_popera@ml.com | POH Merrill Private Wealth | Tysons | VA | Wealth Management / Family Wealth Advisor | Details | |
Ryan Porter | ryanp@pistolcreek.com | Apex Foundation | Bellevue | Washington | United States | Family Foundation | Details |
Renee Porter-Medley | rportermedley@gmail.com | RPM Consulting, Facilitating & Coaching | Naples | Florida | United States | Leadership Consultant / Coach | Details |
Amie Post | amie.post@gmail.com | The Family Crisis Center of Baltimore County, Inc. | Baltimore | Maryland | United States | Non-Profit Professional | Details |
Chris Prewitt | cprewitt@hogantaylor.com | HoganTaylor, LLP | Little Rock | Arkansas | United States | Accountant / CPA | Details |
Paul Puccinelli | Paul@dyalogues.com | Dyalogues, Inc. | Kentfield | California | United States | Relational Expert / Therapist | Details |
Courtney Pullen | courtney@pullenconsulting.com | Pullen Consulting Group | Denver | Colorado | United States | Family Business Consultant / Coach | Details |
Kevin Quinn | kevin@trusteetexas.com | Independent Trustee Alliance | Sachse | Texas | United States | Trustee / Trust Professional / CTFA | Details |
Kevin Quinn | kquinn@legacycounsellors.com | Easthampton | MA | Attorney - Estate Planning or Tax | Details | ||
Carrie Quraishi | carrie@quraishilaw.com | Pro Bono of NEA | Jonesboro | Arkansas | United States | Attorney - Estate Planning or Tax | Details |
Cindy Radu | cindyradu@icloud.com | Cindy Radu Advisory Ltd. | Calgary | Alberta | Canada | Other | Details |
Brandon Rains | brandon@rains-law.com | The Rains Law Firm | Greenwood Village | Colorado | United States | Attorney - Estate Planning or Tax | Details |
Mimi Ramsey | mimi@thrivewithwealth.com | Your Company | Details | ||||
Rick Randall | rickr@nnepa.com | National Network of Estate Planning Attorneys | Indianapoolis | Indiana | United States | Attorney - Estate Planning or Tax | Details |
Catherine Rauschuber | catrauschuber1@gmail.com | San Francisco | California | United States | Other | Details | |
Rick Raymond | rickraymond@mac.com | Richard Raymond Associates | New York | New York | United States | Family Business Consultant / Coach | Details |
Susan Reardon | s.e.reardon@outlook.com | True North Charitable Advising | South Pasadena | CA | Philanthropic Consultant / Professional | Details | |
Bobbi Rebell | bobbi@financialgrownup.com | Financial Wellness Strategies | New York | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details | |
Kathleen Rehl | KathleenRehl@gmail.com | Kathleen Rehl | St. Petersburg | Florida | United States | Legacy Planner / Consultant | Details |
Nancy Reid | nancy@philagiving.com | Phīla Engaged Giving | SEATTLE | WA | Trustee / Trust Professional / CTFA | Details | |
Amelia Renkert-Thomas | amelia@renkertthomasconsulting.com | Rougemont | North Carolina | United States | Details | ||
Matthew Rezac | matt@matthewrezac.com | Wealth | Wellbeing | Wisdom | Omaha | Nebraska | United States | Other | Details |
Sue Rhomberg | suerhomberg@gmail.com | Living Legacies, LLC | Oak Park | Illinois | United States | Legacy Planner / Consultant | Details |
Rebecca Richards | rrichards@academicrenewal.org | Fund for Academic Renewal | Washington | District of Columbia | United States | Non-Profit Professional | Details |
Roderick Riggins | rmrwritewealth@gmail.com | WriteWealth, LLC | Dallas | Texas | United States | Philanthropic Advisor / CAP | Details |
Kimberlee Riley | kriley@cfocf.org | The Catholic Foundation of Central Florida | Orlando, FL | Florida | United States | Philanthropic Advisor / CAP | Details |
Elliot Robbins | erobbins@myafo.com | Arlington Family Office | Birmingham | AL | United States | Trustee / Trust Professional / CTFA | Details |
Elliot Robbins | er@arlington.com | Arlington Family Offices | Trustee / Trust Professional / CTFA | Details | |||
Dan Roberts | dan.roberts@bakertilly.ca | Baker Tilly WM LLP | Details |
Test Page (Will delete later)Jorge Diaz2021-06-28T12:23:29-04:00