Family Wealth Planning Institute
Company Profile
Industry:Legal Services
Site:FamilyWealthMatters.com
Description:Changing the way lawyers think and the way the public thinks about lawyers. Creating a new paradigm that provides families and small business owners with affordable access to a lifetime relationship with a lawyer. Find our more at www.FamilyWealthMatters.com
Specialties:Family Lawyers
Company size:1-10 employees
Who has worked at Family Wealth Planning Institute
| Position at Family Wealth Planning Institute | Previous job position | |
|---|---|---|
| Matthew "Hitch" Mcdermid | CEOSince 2010 |
Living Dream ArtsChairman of the Board Since Jun 2009 |
Former Employees
| Position at Family Wealth Planning Institute | Next job position | |
|---|---|---|
| Amber Watson-Tardiff | Public Relations Coordinator | Legal Marketing Expert for Estate Planning AttorneysNov 2008 - Feb 2010 |
Legal Marketing MavenCOO | Head Copywriter | Law Firm Marketing Expert for Estate Planning Attorneys Since Mar 2009 |
| Andrew Baber | Product ManagerJan 2010 - 2011 |
LevelUpIntegration Manager Since May 2012 |
| Beverly Arden | Special Projects/Infusionsoft2005 - 2010 |
Virtual MarketiersInfusionsoft Certified Consultant Since 2008 |
| Corina Davis | IT Operations DirectorJan 2010 - Jul 2010 |
BlingBusiness Manager Since Feb 2013 |
| Corina Wentzel | IT Operations DirectorJan 2010 - Jul 2010 |
The Party Goddess! Inc.Extraordinary Marketing Manager Since Sep 2010 |
| Dede Soto | PFL attorney2009 - 2010 |
Soto Law GroupAttorney/ Owner Since Aug 2009 |
| Kris Mazzini | Billing / Infusion CRM SpecialistNov 2006 - Feb 2009 |
Exclusive Virtual SolutionsOwner Since Jan 2005 |
| Kyra Howell | Client Services Director2010 - 2011 |
Foundations for GivingFounder & CEO Since Mar 2011 |
| Patrick Phancao | Member2009 - Jan 2010 |
Asset Protection & Elder Law Center (Founded by Phancao & Shaffer, LLP)Attorney Since Nov 2004 |
| Rodney J. Hatley, J.d., Ll.m. (Taxation) | Member2007 - 2009 |
Chhokar Law Group, P.C.Attorney at Law/Of Counsel Since Aug 2010 |
| Tammy Henderson | Program ManagerApr 2009 - May 2010 |