Name | Company | City | State | Country | Professional Field | Action | |
---|---|---|---|---|---|---|---|
Jane Beddall | Jb@dovetailresolutions.com | Dovetail Resolutions, LLC | Naples | Florida | United States | Other | Details |
Tim Belber | tim@thealchemiagroup.com | The Alchemia Group | Denver | Colorado | United States | Legacy Planner / Consultant | Details |
Bruce Benesh | bruce@brucebenesh.com | Your Company | Details | ||||
Andy Billings | andy.billings@gmail.com | Future Ready | San Carlos (Silicon Valley) | California | United States | Family Business Consultant / Coach | Details |
Michael Blacksburg | michael@blacksburg-law.com | Blacksburg Law | San Rafael | California | United States | Attorney - Estate Planning or Tax | Details |
Marvin Blum | mblum@theblumfirm.com | The Blum Firm, P.C. | Fort Worth | Texas | United States | Attorney - Estate Planning or Tax | Details |
Mike Bohl | mike.bohl@wyomingbank.com | Wyoming Bank & Trust | Cheyenne | Wyoming | United States | Trustee / Trust Professional / CTFA | Details |
Esanju Bonga | esanju@progressioncounselling.com | Esanju Bonga Counselling Services | Waterloo | Ontario | Canada | Relational Expert / Therapist | Details |
Sonja Borda | sonja.borda@paulcomstockpartners.com | Paul Comstock Partners | Houston | Texas | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details |
Emily Bouchard | emily4families@gmail.com | PNC Private Bank Hawthorn | La Jolla | California | United States | Family Business Consultant / Coach | Details |
Susan Bradley | Susan@suddenmoney.com | Sudden Money Institute | Palm Beach Gardens | Florida | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details |
Kristen Bradley | kristen.bradley@bokf.com | BOK Financial Private Wealth | Denver | Colorado | United States | Family Office Professional / Family Office Consultant | Details |
Sandi Bragar | sbragar@aspiriant.com | Aspiriant | San Francisco | California | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details |
Dennis Branconier | dennisb@intentionalheritage.com | Intentional Heritage | Rancho Palos Verdes | California | United States | Insurance Professional / CLU | Details |
Caleb Breakey | caleb@renownpublishing.com | Renown Publishing | Bellingham | Washington | United States | Legacy Planner / Consultant | Details |
Griffin Bridgers | griffin.bridgers@gmail.com | Bridgers Wealth Strategies, LLC | Colorado | United States | Family Office Professional / Family Office Consultant | Details | |
E Lawrence Brock | Elb@brocklawoffice.com | St George estate planning | Saint George | Utah | United States | Attorney - Estate Planning or Tax | Details |
Brenda Broderick | bbroderick1@mac.com | Grimes | Iowa | United States | Family Office Professional / Family Office Consultant | Details | |
John Brown | jbrown@exitplanningforadvisors.com | Business Enterprise Institute, Inc. | Denver | Colorado | United States | Transition & Exit Planning / Retirement Planning Consultant | Details |
Andrew Brown | andrew@brownlawyerspc.com | Brown Lawyers PC | Waterdown | Ontario | Canada | Attorney - Estate Planning or Tax | Details |
Kenny Brown | kennylbrown@gmail.com | Argent Trust Company d/b/a AmeriTrust Corporation | Tulsa | Oklahoma | United States | Trustee / Trust Professional / CTFA | Details |
Hillary Brown | hbrown@bretonhillgroup.com | Breton Hill Group, LLC | Cypress | Texas | United States | Family Office Professional / Family Office Consultant | Details |
Adam Brunner | adam.brunner@wildstarpartners.com | WildStar Partners | Victor | New York | United States | Family Office Professional / Family Office Consultant | Details |
Lauren Bujosa | LRBConsultant@icloud.com | Kindred Advising | Miami | Florida | United States | Relational Expert / Therapist | Details |
Stuart Burden | sburden@firstrepublic.com | J.P. Morgan Wealth Management | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details | ||
Jas Butalia | jbutalia@wbmpllp.com | WBM Partners LLP | Calgary | Alberta | Canada | Family Business Consultant / Coach | Details |
Marty Cain | martycain@cainandcainlaw.com | Cain & Cain PLLC | Norman | Oklahoma | United States | Other | Details |
John Campbell | john@campbellrecoveryservices.com | Campbell Recovery Services | Dallas | Texas | United States | Relational Expert / Therapist | Details |
Holly Carroccio | holly@nexusdfw.com | Nexus Advisors | Plano | TX | Financial Planner / CFP / CFA / ChFC / CIMA | Details | |
Cathy Carroll | cathy@legacyonward.com | Legacy Onward, Inc. | San Antonio | Texas | United States | Leadership Consultant / Coach | Details |
Test Page (Will delete later)Jorge Diaz2021-06-28T12:23:29-04:00