Shontina CoersCFO & Strategic Client Advisor Unlock your path forward. Teri Wagner, CPACFO & Strategic Family Advisor Name * First Name Last Name Email * Phone * (###) ### #### Family or Business Name * What challenges or opportunities have led you to seek our services? * What is the range of your family net worth? * $1,000,000 - $5,000,000 $5,000,000 - $20,000,000 $20,000,000 - $50,000,000 $50,000,000 or more How did you hear about us? If referred, please let us know who referred you. Thank you for taking the time to submit your application. A member of our team will reach out to you after reviewing your submission. Please fill out this form and one of our advisors will contact you soon.