Name | Company | City | State | Country | Professional Field | Action | |
---|---|---|---|---|---|---|---|
Dave Werbeck | dwerbeck@ellenhorn.com | Ellenhorn | Weston | Connecticut | United States | Other | Details |
Matt Wesley | matt@being-becoming.com | Merrill Center for Family Wealth™ | Denver | CO | United States | Leadership Consultant / Coach | Details |
Jaleigh White | Jwhite@rwbaird.com | Baird | Sarasota | Florida | United States | Accountant / CPA | Details |
Dan Whittenburg | Dan@Whittenburgwealth.com | Whittenburg Wealth Partners | Salt Lake City | Utah | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details |
Thomasina Williams | THWilliams@SankofaLegacyAdvisors.com | Sankofa Legacy Advisors | Winter Park | Florida | United States | Leadership Consultant / Coach | Details |
Mark Williams | Mark.Williams@CarterCenter.org | The Carter Center | Atlanta | GA | Attorney - Estate Planning or Tax | Details | |
Margaret Wilson | margaret@tandem-partners.com | M. E. Wilson, Inc. dba Tandem Partners | Freeland | Maryland | United States | Family Business Consultant / Coach | Details |
Meredith Wilson Parfet | meredith@ravenyard.com | Ravenyard Group | Boulder | Colorado | United States | Other | Details |
STEPHANIE WINSLOW | stephanie@leanonthewall.com | Wall Private Wealth | Palm Beach Gardens | Florida | United States | Legacy Planner / Consultant | Details |
Kathy Wiseman | kathy@workingsystemsinc.net | Working Systems | Washington | District of Columbia | United States | Family Business Consultant / Coach | Details |
John Wolfkill | John.Wolfkill@ccaurora.edu | Community College of Aurora (CCA) | Aurora | Colorado | United States | Fundraiser / Development Professional | Details |
Sharon Wood | sharon@generationalfamilywealth.com | Generational Family Wealth | Denver | Legacy Planner / Consultant | Details | ||
Ashlee Woods | Ashlee.woods@ascent.usbank.com | Ascent Private Capital Management of U.S. Bank | Denver | Colorado | United States | Philanthropic Advisor / CAP | Details |
Oksana Yakushko | oksana@cathexis-group.com | Cathexis Psychological Group | Santa Barbara | California | United States | Relational Expert / Therapist | Details |
Caren Yanis | Caren@crolandconsulting.com | Croland Consulting | Chicago | Illinois | United States | Philanthropic Consultant / Professional | Details |
Veronica Yepez Reyna | veronica@perpetumconsulting.com | Perpetum Family Office | San Diego | California | United States | Family Business Consultant / Coach | Details |
Marion Yongue, CAP | myongue@usf.edu | University of South Florida Foundation, Inc. | Oldsmar | Florida | United States | Details | |
Chris Yonker | chris@chrisyonker.com | Details | |||||
David York | david@yorkhowell.com | York Howell & Guymon | Salt Lake City | Utah | United States | Attorney - Estate Planning or Tax | Details |
Dien Yuen | dien.yuen@theamericancollege.edu | The American College of Financial Services | King of Prussia | Pennsylvania | United States | Philanthropic Advisor / CAP | Details |
Dien Yuen | dien@daylightadvisors.com | The American College of Financial Services | King of Prussia | Pennsylvania | United States | Philanthropic Advisor / CAP | Details |
Anne Zeckser | aazeckser@gmail.com | Laurel Family and Philanthropic Advising, LLC | Denver | Colorado | United States | Family Office Professional / Family Office Consultant | Details |
Rod Zeeb | rod@theheritageinstitute.com | The Heritage Institute | Perrysburg | Ohio | United States | Attorney - Other | Details |
Test Page (Will delete later)Jorge Diaz2021-06-28T12:23:29-04:00