Our Team

Thoughtful counsel from experts who are passionate about family business.

Like the families we proudly serve, our consultants have diverse backgrounds, histories and personalities. What we have in common is a passion for helping family firms. Together, our team is the largest, most experienced group of its kind, with deep educational and real-world expertise. And we’re dedicated to supporting each other, always striving toward our shared goal to be the best in the field.



Justin Albertson

Vice President, Client Services

Kimberly Allen

Senior Accounting Support Associate

Kristi Daeda

President and CEO

Stephanie Edsall

Senior Project Administrator

Auriel Jones

Executive Business Partner

Karen King

Marketing Communications Manager

Sierra Moen

Education Coordinator

Christine Nguyen

Employee Enablement Specialist

Agape Redwood Rogers

Board Search Practice Lead

Claire Stanecki

Client Success Specialist

Keionna Walton

Digital Marketing Strategist

Articles, Events and Resources Exclusively for Family Businesses

Sign up for our newsletter

Sign up for our Newsletter

Written and edited by our team of practitioners, our complimentary newsletters feature insights and guidance on the unique challenges that family businesses face.