Name | Company | City | State | Country | Professional Field | Action | |
---|---|---|---|---|---|---|---|
Richa Singh | singh@thefbcg.com | the Family Business Consulting Group | Centennial | Colorado | United States | Family Business Consultant / Coach | Details |
Mark Slater | Sfg266@gmail.com | CIBC Private Wealth Management | Toronto | Ontario | Canada | Family Office Professional / Family Office Consultant | Details |
Carolyn Smith | csmith@c3fp.com | C3 Financial Partners | New Braunfels | Texas | United States | Insurance Professional / CLU | Details |
Allison Smoot | allison.smoot@ubs.com | UBS Financial Services Inc | Salt Lake City | Utah | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details |
Kevin Spahn | kevin.spahn@nm.com | Spahn Financial | Lombard | Illinois | United States | Wealth Management / Family Wealth Advisor | Details |
Lisa Spalding | lspalding@tpi.org | The Philanthropic Initiative | Boston | Massachusetts | United States | Philanthropic Consultant / Professional | Details |
Allen Sparkman | sparkman@sparkmanfoote.com | Sparkman + Foote LLP | Denver | Colorado | United States | Attorney - Estate Planning or Tax | Details |
Mitchell Spearman | mitchell@giftsofalifetime.us | Gifts of a Lifetime, LLC | West Lake Hills | TX | Attorney - Other | Details | |
Carey Spencer | carey_spencer@keybank.com | Key Bank | Highland Heights | Ohio | United States | Wealth Management / Family Wealth Advisor | Details |
Susan St Amand | susan@sirfin.com | The Sirius Group Inc | Ottawa | Ontario | Canada | Other | Details |
Eric Stats | ericstats@gmail.com | Brighton Wealth Management | Kaysville | Utah | United States | Wealth Management / Family Wealth Advisor | Details |
Cindy Steeb | cindy@clsconsultingllc.com | CLS Consulting, LLC | Valley City | United States | Attorney - Estate Planning or Tax | Details | |
Mike Steger | Michael.F.Steger@colostate.edu | Meaningcraft, LLC | Fort Collins | Colorado | United States | Leadership Consultant / Coach | Details |
Craig Stephens | cstephens@myafo.com | Arlington Family Offices | Details | ||||
Ruth Steverlynck | ruth@lovinsgroup.com | Lovins Group | Whistler | British Columbia | Canada | Wealth Management / Family Wealth Advisor | Details |
Jeff Strese | jeff@jeffstrese.com | Jeff Strese Consulting Group | Dallas | Texas | United States | Leadership Consultant / Coach | Details |
Lisa Strutzel | lisa@lafwealth.com | LAF Family Wealth Advisors, LLC | Omaha | Nebraska | United States | Philanthropic Advisor / CAP | Details |
William Super | wsuper1@gmail.com | William Super CPAs & Consultants | Fallbrook | California | United States | Accountant / CPA | Details |
Amy Szostak | aew2@ntrs.com | Northern Trust Company | Chicago | IL | United States | Wealth Management / Family Wealth Advisor | Details |
David Talley | david.talley@trustcounsel.law | TrustCounsel PC | Lake Forest | California | United States | Attorney - Estate Planning or Tax | Details |
Christopher Tanke | ct@strategicfg.net | Strategic Financial Group | Wealth Management / Family Wealth Advisor | Details | |||
Harvey Taraday | hgt@tchllp.com | TCH Partners LLP | Toronto | Ontario | Canada | Accountant / CPA | Details |
Amy Theisen | amy.theisen@edwardjones.com | Edward Jones | Leawood | Kansas | United States | Legacy Planner / Consultant | Details |
Amy Theisen | amg13172@gmail.com | Edward Jones | Leawood | Kansas | United States | Accountant / CPA | Details |
Thomas Thiegs | tom.thiegs@gmail.com | Ascent Private Capital Management | Minneapolis | Minnesota | United States | Family Business Consultant / Coach | Details |
Sheena Thomas | sheena.rthomas@gmail.com | WASHINGTON | United States | Attorney - Other | Details | ||
James F Thomas Jr | buddy@superplan.com | Superior Planning | La Jolla | California | United States | Family Office Professional / Family Office Consultant | Details |
Christine Thorpe | christine@stronger-tomorrow.com | Stronger Tomorrow Wellness, LLC | New Jersey | United States | Leadership Consultant / Coach | Details | |
Darwin Toll | dtoll@almadelnorte.com | Alma Del Norte Co | Denver | Colorado | United States | Family Office Professional / Family Office Consultant | Details |
William Toner | bill@plainscoastal.com | Plains Coastal | Montecito | California | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details |
Test Page (Will delete later)Jorge Diaz2021-06-28T12:23:29-04:00