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.
Consultants
Management

Justin Albertson
Vice President, Client Services
Kelly Baird
Client Services Project Administrator
Claire Barner
Director of Business Operations
Natasha Bell
Accounting Manager
Kimberly Cato
Advanced Accounting Support Associate
Kristi Daeda
President and CEO
Stephanie Edsall
Senior Project Administrator
Auriel Jones
Executive Business Partner
Karen King
Marketing Communications Manager
Christine Nguyen
Human Resources Generalist
Agape Redwood Rogers
Board Search Practice Lead
Claire Stanecki
Client Success Specialist
Keionna Walton
Digital Marketing Strategist