Service Providers
Conway Center for Family Business Service Provider Members are an integral part of our organization. These companies provide important services that family businesses need. The professionals who represent these companies are professionals who have built reputations for understanding and meeting the needs of family businesses.
For information about how your organization can become a Service Provider Member, click here.
Dan Roe
Budros, Ruhlin & Roe
1650 Lakeshore Drive, Suite 150
Columbus, OH 43204
Email: droe@b-r-r.com
Phone: (614) 481-6900
Fax: (614) 481-6819
John Schuman
Budros, Ruhlin & Roe
1650 Lakeshore Drive, Suite 150
Columbus, OH 43204
Email: jschuman@b-r-r.com
Phone: (614) 481-6900
Fax: (614) 481-6819
Donna Kanoski
Columbus Business First
303 W. Nationwide Blvd.
Columbus, OH 43215
Email: dkanoski@bizjournals.com
Phone: (614) 220-5416
Fax: (614) 220-5439
Melissa Price
Columbus Business First
303 W. Nationwide Blvd.
Columbus, OH 43215
Email: mprice@bizjournals.com
Phone: (614) 220-5436
Fax (614) 220-5423
Jennifer Wehrly
Commerce National Bank
3650 Olentangy River Road, Suite 100
Columbus, OH 43214
Email: jwehrly@firstmerchants.com
Phone: (614) 583-2200
Fax: (614) 583-2201
Tom Dunson
Commerce National Bank
3650 Olentangy River Road, Suite 100
Columbus, OH 43214
Email: tdunson@firstmerchants.com
Phone: (614) 583-2032
Fax: (614) 583-2201
Eric Collet
Managing Director
Definity Partners
501 W. Schrock Road, Suite 300
Westerville, OH 43081
Email: ecollet@definitypartners.com
Phone: (513) 381-7200
Cell: (614) 623-2951
Jonathan J. Downes
Downes Fishel Hass Kim LLP
Attorneys at Law
400 S. Fifth Street, Suite 200
Columbus, OH 43215
Email: jdownes@downesfishel.com
Phone: (614) 221-1216
Edward S. Kim
Downes Fishel Hass Kim LLP
Attorneys at Law
400 S. Fifth Street, Suite 200
Columbus, OH 43215
Email: ekim@downesfishel.com
Phone: (614) 221-1216
Dick Emens
Attorney at Law
Emens & Wolper Law Firm
One Easton Oval, Suite 550
Columbus Oh 43219
Email: demens@emenswolperlaw.com
Phone: (614) 414-0888
Fax: (614) 414-0898
Beatrice Wolper
Attorney at Law
Emens & Wolper Law Firm
One Easton Oval, Suite 550
Columbus Oh 43219
Email: bwolper@emenswolperlaw.com
Phone: (614) 414-0888
Fax: (614) 414-0898
Greg Lashutka
Findley Davies
65 East State Street
Suite 1725
Email: glashutka@findleydavies.com
Phone: (614) 458-1869
Kyle Pifher
Findley Davies
65 East State Street
Suite 1725
Columbus Ohio 43215
Email: KPifher@findleydavies.com
Phone: (614) 458-1869
Tom Flynn
Partner
Focus CFO
4200 Regent Street Suite 200
Columbus Ohio 43219
Email: t.flynn@focuscfo.com
Phone: (614) 944-5760
Brad Martyn
Partner
Focus CFO
4200 Regent Street Suite 200
Columbus Ohio 43219
Email: b.martyn@focuscfo.com
Phone: (614) 944-5760
Brian Bornino
Director of Valuation Services
GBQ Partners LLC
230 West Street, Suite 700
Columbus, OH 43215
Email: bbornino@gbq.com
Phone: (614) 947-5212
Fax: (614) 227-6999
Darci Congrove
Managing Partner
GBQ Partners LLC
230 West Street, Suite 700
Columbus, OH 43215
Email: dcongrove@gbq.com
Phone: (614) 947-5224
Fax: (614) 227-6999
Kelly Borth
President
GREENCREST
120 Northwoods Blvd.
Columbus, OH 43235
Email: kborth@greencrest.com
Phone: (614) 885-7921
Fax: (614) 885-7926
Harvey Glick
President/CEO
Insight Bank
8760 Orion Place
Columbus, OH 43240
Email: harvey.glick@insightbank.com
Phone: (614) 431-9400
Fax: (614) 431-9410
Steve Brooks
Executive Vice President
Insight Bank
8760 Orion Place
Columbus, OH 43240
Email: steve.brooks@insightbank.com
Phone: (614) 431-9400
Fax: (614) 431-9410
David Lundregan
Wealth Management
KeyBank
88 E. Broad Street
Columbus, OH 43215
Email: David_Lundregan@keybank.com
Phone: (614) 460-3477
Fax: (614) 365-3360
Eric Sideri
Senior Vice President/Market Manager Business Banking
KeyBank
88 E. Broad Street
Columbus, OH 43215
Email: Eric_Sideri@keybank.com
Phone: (614) 460-3433
Fax: (614) 365-3360
Joel J. Guth
Family Wealth Director
Senior Vice President - Wealth Management
Morgan Stanley Smith Barney
21 East State Street, 15th Floor
Columbus, OH 43215
Email: joel.j.guth@citi.com
Phone: (614) 460-2633
Fax: (614) 228-2875
Bill Sullivan
Neace Lukens
285 Cozzins Street
Columbus, OH 43215
Email: bill.sullivan@neacelukens.com
Phone: (614) 220-9252
Fax: (614) 224-0732
Nancy Watts, CPA
President
Norman Jones Enlow & Co.
226 N. Fifth Street, Suite 500
Columbus, OH 43215
Email: nwatts@nje.com
Phone: (614) 228-4000
Fax: (614) 228-4040
Michelle Roseberry, CPA
Norman Jones Enlow & Co.
226 N. Fifth Street, Suite 500
Columbus, OH 43215
Email: mroseberry@nje.com
Phone: (614) 228-4000
Fax: (614) 228-4040
Nicole Evans
Director of Admissions
Ohio Dominican University
1216 Sunbury Road
Columbus, OH 43219
Email: evansn@ohiodominican.edu
Phone: (614) 251-4603
Fax: (614) 251-0156
Jill Westerfeld
Graduate Admissions
Ohio Dominican University
1216 Sunbury Road
Columbus, OH 43219
Email: westerfj@ohiodominican.edu
Phone: (614) 251-4725
Fax: (614) 251-0156
Gary J. Forbeck, CFA
Managing Director
Oxford Financial Group, Ltd.
P.O. Box 80238
Indianapolis, Indiana 46280-0238
Email: gforbeck@ofgltd.com
Phone: (800) 722-2289 or (317) 843-5678
Fax: (317) 843-5679
Peter Reist
Managing Director
Oxford Financial Group, Ltd.
P.O. Box 80238
Indianapolis, Indiana 46280-0238
Email: preist@ofgltd.com
Phone: (800) 722-2289 or (317) 843-5678
Fax: (317) 843-5679
Billy Fischer
Director of Business Development
Oxiem Interactive
5131 Post Road, Suite 220
Dublin, Ohio 43017
Email: bfischer@oxiem.com
Phone: (614) 787-6675
Fax: (866) 800-9945
Crystal Olig
Account Services Manager
Oxiem Interactive
5131 Post Road, Suite 220
Dublin, Ohio 43017
Email: colig@oxiem.com
Phone: (614) 787-6676
Fax: (866) 800-9945
Hans Kronsbein, CFP, CPWA
Relationship Manager
Plante & Moran Financial Advisors
65 East State Street, Suite 600
Columbus, OH 43215
Email: hans.kronsbein@plantemoran.com
Phone: (614) 222-9082
Bernie Ostrowski, CPA, JD
Plante & Moran, PLLC
65 East State Street, Suite 600
Columbus, OH 43215
Email: bernie.ostrowski@plantemoran.com
Phone: (614) 222-9053
Tim McDaniel, CPA/ABV, ASA, CBA
Rea Strategic Solutions | A Division of Rea & Associates, Inc., CPAs
5775 Perimeter Drive
Dublin, Ohio 43017
Email: tim.mcdaniel@reacpa.com
Phone: (614) 923-6532
Fax: (614) 464-2871
Scott Rider
Rider Financial Group
4094 Main Street
Hilliard, OH 43026
Email: sprider@financialguide.com
Phone: (614) 876-7044
Fax: (614) 876-0409
Brian Zak
Sequent
4700 Lakehurst Ct., Ste. 200
Dublin, OH 43016
Email: bzak@sequent.biz
Phone: (614) 436-5880
Fax: (614) 436-5881
Tony Kington
Attorney-at-Law
Taft Stettinius & Hollister LLP
65 East State Street, Suite 1000
Columbus, OH 43215
Email: tkington@taftlaw.com
Phone: (614) 334-6141
Fax: (614) 221-2007
Meredith Knueve
Attorney-at-Law
Taft Stettinius & Hollister LLP
65 East State Street, Suite 1000
Columbus, OH 43215
Email: mknueve@taftlaw.com
Phone: (614) 334-6147
Fax: (614) 221-2007
Ann. B. Zallocco
Attorney-At-Law
Thompson Hine, LLP
41 S. High Street, Suite 1700
Columbus, OH 43215
Email: Ann.Zallocco@ThompsonHine.com
Phone: (614) 469-3225
Cell: (614) 448-8931
Fax: (614) 469-3361
Jim Balthaser
Attorney-At-Law
Thompson Hine, LLP
41 S. High Street, Suite 1700
Columbus, OH 43215
Email: Jim.Balthaser@ThompsonHine.com
Phone: (614) 469-3226
Fax: (614) 469-3361
Richard E. Connolly
1328 Dublin Road, Suite 100
Columbus, OH 43215
Email:rconnolly@wchins.net
Phone: (614) 486-9260
Fax: (614) 486-5103
Paul W. Ward
1328 Dublin Road, Suite 100
Columbus, OH 43215
Email:pward@wchins.net
Phone: (614) 486-9260
Fax: (614) 486-5103
Amy Marshall
Webbed Marketing
781 Northwest Boulevard, Suite 200
Columbus, OH 43212
Email: amarshall@webbedmarketing.com
Phone: (614) 291-8456
Phone: (413) 831-3408
Bill Balderaz
Webbed Marketing
781 Northwest Boulevard, Suite 200
Columbus, OH 43212
Email: bbalderaz@webbedmarketing.com
Phone: (614) 291-8456
Phone: (413) 831-3408
Robert E. Beymer
Senior Vice President
Willis, Inc.
2245 North Bank Drive
Columbus, OH 43220
Email: Robert.Beymer@willis.com
Phone: (614) 326-4716
Fax: (614) 457-1507