Name | Company | City | State | Country | Professional Field | Action | |
---|---|---|---|---|---|---|---|
Ann Koenigsman | akoenigsman@skrco.com | SKR+Co | Colorado Springs | United States | Accountant / CPA | Details | |
Ram Kolluri | kolluri.ram@gmail.com | Kolluri Wealth Management LLC | Austin | Texas | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details |
Amanda Koplin | amanda@koplinconsulting.com | Koplin Consulting | San Antonio | TEXAS | United States | Relational Expert / Therapist | Details |
Kenneth Kossoff | kwk@pktaxlaw.com | Panitz & Kossoff, LLP & Solo Aging Solutions, LLC | Westlake Village | California | United States | Attorney - Estate Planning or Tax | Details |
Wendy Kowalik | wendy@predicopartners.com | Predico Partners | San Antonio | Texas | United States | Family Office Professional / Family Office Consultant | Details |
Don Kozusko | Dkozusko@kozlaw.com | Washington. DC | District of Columbia | United States | Attorney - Estate Planning or Tax | Details | |
Mike Krol | mkrol@waldronpw.com | Waldron Private Wealth | Pittsburgh | Pennsylvania | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details |
Joseph Kuo | joseph@abundancewp.com | Financial Life Focus LLC | Fremont | CA | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details |
Paul Kuveke | pkuveke@kuveke.com | Sussex Wealth Strategies LLC | Bonita Springs | Florida | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details |
Russell Kyncl | russ@strategicexit.com | Strategic Exit, LLC | Lakewood | Colorado | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details |
Jeffrey Lambert | jk.lambert@outlook.com | LHT Consulting Group | Michigan | United States | Family Office Professional / Family Office Consultant | Details | |
Edward Lara | Ronlara@msn.com | Pierce Wealth Partners | Financial Planner / CFP / CFA / ChFC / CIMA | Details | |||
Bob Larkins | bob.larkins@agencyone.net | Larkins and Larkins LLC | Springboro | Ohio | United States | Insurance Professional / CLU | Details |
Jane Larrabee | jlaw.bizop@runbox.com | Law Office of Jane K. Larrabee | Tucson | Arizona | United States | Attorney - Estate Planning or Tax | Details |
Jen Laun | Jenerousheart@gmail.com | Pulaski | New York | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details | |
Steve Legler | sl@stevelegler.com | TSI Heritage | Montreal | Quebec | Canada | Family Business Consultant / Coach | Details |
Christine LeGrand | legrandchristine@hotmail.com | Your Company | Accountant / CPA | Details | |||
Jennifer Lehman | jennifer.lehman@theamericancollege.edu | The American College | Philanthropic Consultant / Professional | Details | |||
David Lenz | dlenz@sssb-law.com | Schneider Smeltz Spieth Bell LLP | Cleveland | Ohio | United States | Attorney - Estate Planning or Tax | Details |
Yale Levey | yale@gatewayforgood.com | Gateway for Good | Manalapan | New Jersey | United States | Other | Details |
Tom Levinson | toml@parkpiedmont.com | New York | New York | United States | Wealth Management / Family Wealth Advisor | Details | |
Kris Lier | krislier.law@gmail.com | Schwab | Clearwater | Florida | United States | Details | |
Amp Lify | team@weamplify.info | WeAmplify | LOS BAÑOS | LAGUNA | Family Foundation | Details | |
Austin Light | alight@theblumfirm.com | The Blum Firm, P.C. | Austin | Texas | United States | Attorney - Estate Planning or Tax | Details |
Shannon Link | shannonlink@onpointeadvisory.com | OnPointe, LLC | Denver | United States | Family Business Consultant / Coach | Details | |
Eugene Lipitz | ack@lipitz.com | Commodore Mgmnt Co | Phoenix | Arizona | United States | Family Business Consultant / Coach | Details |
Evana Lithgow | evana@workingminds.co.nz | Working Minds Limited | Auckland | Auckland | New Zealand | Family Office Professional / Family Office Consultant | Details |
Margaret Liu | margliu@firstrepublic.com | First Republic | Washington | United States | Wealth Management / Family Wealth Advisor | Details | |
Kim Llumiquinga | kllumiquinga@tfophoenix.com | TFO FAMILY OFFICE PARTNERS | pHOENIX | Arizona | United States | Philanthropic Advisor / CAP | Details |
Marguerite Lorenz, CTFA, CLPF | MLorenz@mytrustee.net | Lorenz Private Trustees | Temecula | California | United States | Trustee / Trust Professional / CTFA | Details |
Test Page (Will delete later)Jorge Diaz2021-06-28T12:23:29-04:00