Advisor Search

Family businesses need advising teams they can trust.

Our family business advisor search can connect you with lawyers, accountants, consultants, insurance experts, and more. Advisors on our list understand the complexities family businesses face and the nuances of navigating family relationships. Whether you’ve just started your family business, are strengthening it, or are preparing for succession, we can help you build a team so you can thrive.

Use our advisor search to find the experts you need, learn where they are located and see which industries they serve. When you click on an advisor, you can learn more about their experience, their affiliation with the Center for Family Enterprise, the size of their company, and more.

Please read our article, “Tips for Hiring a Professional Advisor” as you preview this list.

Name Citysort ascending State Profession
Nancy Horton Lake Oswego OR Investment & Financial Advice
Tim Wood Lake Oswego OR Investment & Financial Advice
Ken Leatherman Lake Oswego OR Insurance
Matt Katzer Lake Oswego OR Technology Consulting
Patricia Logan Klamath Falls OR Accounting, Tax Preparation, Bookkeeping
Randolph Colson Gresham OR Accounting, Tax Preparation, Bookkeeping
Christopher Linkhorn Eugene OR Investment & Financial Advice
Alan Thayer Eugene OR Legal Services
Darrin Godfrey Eugene OR Insurance
Art Clark Eugene OR Legal Services
Robin Matthews Eugene OR Accounting, Tax Preparation, Bookkeeping
Denise Trepanier Eugene OR Marketing & Consulting Services
Gerry Gaydos Eugene OR Legal Services
Jim Hutcheson Dallas TX Marketing & Consulting Services
Jeff Jimerson Corvallis OR Marketing & Consulting Services
Steve Uerlings Corvallis OR Insurance
Michele Kellison Corvallis OR Accounting, Tax Preparation, Bookkeeping
Bill Zipp Corvallis OR Marketing & Consulting Services
Jeff Owens Clackamas OR Investment & Financial Advice
Michael Beck Central Point OR Insurance
Charles Vaughan Baker City OR Legal Services
Eugene Wallace Aurora OR Marketing & Consulting Services
Lisa Sclan Cooper Ashland OR Accounting, Tax Preparation, Bookkeeping
Deborah Beier Albany OR Marketing & Consulting Services
Greg Krpalek Albany OR Investment & Financial Advice
Dave Chin OR Marketing & Consulting Services

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