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 City State Profession
Al Nodarse Portland OR Accounting, Tax Preparation, Bookkeeping
Christenson OConnor Johnson Kindness Law Seattle WA Legal Services
Jeff Owens Clackamas OR Investment & Financial Advice
Bill Patten Portland OR
Brad Pease Portland OR Investment & Financial Advice
Amy Robinson Vancouver/Portland Metro WA Legal Services
John Rosenfeld Portland OR Legal Services
Jed Schlanger Portland OR Investment & Financial Advice
Lisa Sclan Cooper Ashland OR Accounting, Tax Preparation, Bookkeeping
Jan Sokol Portland OR Legal Services
Teresa Spada Portland OR Accounting, Tax Preparation, Bookkeeping
Andrew Sprauer Salem OR Legal Services
Gary St. Louis Portland OR Legal Services
Mary Sutter Portland OR Accounting, Tax Preparation, Bookkeeping
Alan Thayer Eugene OR Legal Services
Ken Trautman Medford OR Investment & Financial Advice
Denise Trepanier Eugene OR Marketing & Consulting Services
Steve Uerlings Corvallis OR Insurance
Charles Vaughan Baker City OR Legal Services
Eugene Wallace Aurora OR Marketing & Consulting Services
Jon Wickersham Seaside OR Legal Services
Mark Wickman McMinnville OR Marketing & Consulting Services
June Wiyrick Flores Portland OR Legal Services
Tim Wood Lake Oswego OR Investment & Financial Advice
Bill Zipp Corvallis OR Marketing & Consulting Services
Steven Zipper Portland OR Legal Services

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