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
Paul Carlson Portland OR
Terri Bennink Portland OR Marketing & Consulting Services
Janelle Markovich Portland OR Insurance
John Rosenfeld Portland OR Legal Services
Peter Arezzini Portland OR Marketing & Consulting Services
Jim Baker Portland OR Insurance
Steven Zipper Portland OR Legal Services
Marcia Bagnall Portland OR Marketing & Consulting Services
Amy Apiado Portland OR Accounting, Tax Preparation, Bookkeeping
David Alexander Portland OR Investment & Financial Advice
Dave Adams Portland OR Accounting, Tax Preparation, Bookkeeping
Tom Fink Portland OR Insurance
Preston Byrd Portland OR Accounting, Tax Preparation, Bookkeeping
Darrell Beck Portland OR Marketing & Consulting Services
Pat Green Portland OR Legal Services
Bryan Justrom Portland OR Accounting, Tax Preparation, Bookkeeping
Bill Patten Portland OR
Teresa Spada Portland OR Accounting, Tax Preparation, Bookkeeping
Lee Kell Portland OR Legal Services
Doug Alford Pacific Northwest Marketing & Consulting Services
Don Bielen Pacific Northwest Investment & Financial Advice
Brian Gundell Oregon City OR Marketing & Consulting Services
Jean Meeks-Koch Mt. Pleasant SC Marketing & Consulting Services
Michael Berrevoets Milwaukie OR Accounting, Tax Preparation, Bookkeeping
Scott Barbur Milwaukie OR Legal Services
Brenda Edwards Medford OR Staffing, HR, Talent Acquisition
Troy Bennett Medford OR Investment & Financial Advice
Ken Trautman Medford OR Investment & Financial Advice
Mark Wickman McMinnville OR Marketing & Consulting Services
Brad Gevurtz Lake Oswego OR Investment & Financial Advice

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