Legacy Project Directory

Directory of Professional Business Advisors

The Legacy Project aims to promote employee-ownership through the succession planning of existing businesses. Along with the video series and workshops, the aim was to create a network of professional advisors with an awareness of employee-ownership models. The following people attended our workshops and have skills, knowledge, and expertise to provide anyone seeking business advice.

Idaho

Rob Atkins, Vice President

  • Wells Fargo, SW Idaho Banking Group
  • 1303 Addison Ave. E, Twin Falls, ID 83301
  • 208-735-3524

Ryan Magleby, Executive Director

Bryan Matsuoka, Regional Director

  • College of Southern Idaho, Idaho SBDC-Twin Falls
  • 202 Falls Avenue, Twin Falls, ID 83303
  • 208.732.6451

David Noack, Regional Director

  • SBDC-Idaho Falls
  • 2300 North Yellowstone Highway, Idaho Falls, ID 83401
  • 208-390-7867

Oregon

Lisa Dawson, Executive Director

Lisa Denhem, Consultant

Marshall Doak, Director

Sandijean Fuson, Attorney

Vale, Oregon 97918

541-473-3440

Raven Manta, Business Service Development

 

Michelle Martin, Director of Economic Development

Loren Schonchin, Small Business Development Specialist

Andrea Testi, Small Business Development Specialist

Washington

Cindy Brooks, Advisor

Mark Costello, Deputy District Director

Karen Francis-McWhite, Executive Director

Jim Gerner, Enrolled Agent

Kathy Herndon, Partner

  • VSH CPAs
  • 2200 Rimland Drive, Suite 205, Bellingham, WA 98226
  • 360-734-8715

Jessica Jenson, Attorney & Partner

  • Cap City Law
  • 2604 12th Ct SW, Olympia, WA 98502
  • 360-705-1335

Kristy Keeley, Accounting Manager

Julie Lara, Advisor

  • Washington SBDC
  • 901 East 2nd Ave., Suite 210, Spokane, WA 99202
  • 509-358-7767

Deric Latendresse, Associate Attorney

Wes Martin, Managing Broker

Patricia Michl, Attorney

  • 509-745-8801

Nick Milner, Attorney

  • Cap City Law
  • 2604 12th Ct SW, Olympia, WA 98502
  • 360-705-1335

Billie Morelli, Attorney

Diana Morelli-Klina, Director of Latino Business Retention and Expansion

Christine Myers, Tribal Planner

  • Cowlitz Indian Tribe
  • POB 2967, Longview, WA 98632
  • 970-946-3151

Kyle Powers, Tax Manager

  • VSH CPAs
  • 2200 Rimland Drive, Suite 205, Bellingham, WA 98226
  • 360-391-4176

Silvia Ramos, Owner

Asche Rider, Advisor

  • Washington SBDC
  • 1616 Cornwall Ave, Suite 119, Bellingham, WA 98225
  • 360-778-1762

Paul Schissler, Proprietor

Micheal Snow, Practice Manager

John Stewart, Senior Vice President

Bob Sytsma, Partner

  • VSH CPAs
  • 2200 Rimland Drive, Suite 205, Bellingham, WA 98226
  • 360-734-8715

To get listed on this directory, send us an email.

 

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