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

Jennifer Byrd

Vice President, Operations and Finance

Kristi Daeda

President and CEO

Stephanie Edsall

Lead Project Administrator

Auriel Jones

Executive Business Partner

Karen King

Marketing Communications Manager

Sierra Moen

Education Coordinator

Kelly Neubeck

Financial Controller

Agape Redwood Rogers

Board Search Practice Lead

Claire Stanecki

Senior Client Services Associate

Articles, Events and Resources Exclusively for Family Businesses

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