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Service Providers   


The Service Provider Members are an integral part of our organization.  These companies provide important services that family businesses need, from insurance and legal services to organizational consulting and more. The individuals who represent these companies are professionals who have built reputations for understanding and meeting the needs of family businesses.
 

Dan Roe
Budros, Ruhlin & Roe
1650 Lakeshore Drive
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
Columbus, OH 43204
Email: jschuman@b-r-r.com
Phone: (614) 481-6900
Fax: (614)  481-6819

Sarah Bednar
Columbus Business First
303 W. Nationwide Blvd.
Columbus, OH 43215
Email: sbednar@bizjournals.com
Phone: 614-220-5438
Fax: 614-220-5439

Lauren Boccia
Columbus Business First
303 W. Nationwide Blvd.
Columbus, OH 43215
Email: lboccia@bizjournals.com
Phone: 614-220-5422
Fax 614-220-5423

Dick Emens
Attorney-at-Law
Chester Willcox & Saxbe, LLP

65 East State Street, Suite 1000
Columbus, OH 43215
Email: demens@cwslaw.com
Phone: (614) 334-6129
Fax: (614) 241-3016

Beatrice Wolper
Attorney-at-Law
Chester Willcox & Saxbe, LLP

65 East State Street, Suite 1000
Columbus, OH 43215
Email: bwolper@cwslaw.com
Phone: (614) 221-4000
Fax: (614) 241-3016

Joel J. Guth
Advisor, Citi Family Office
Senior V.P. – Wealth Management
The Guth Group
21 East State Street, 15th Floor
Columbus, OH 43215
Email: joel.j.guth@citi.com
Phone: (614) 460-2633
Fax: (614) 228-2875

Rose Hortz
Commerce National Bank
3650 Olentangy River Road 
Suite 100
Columbus, OH 43214
Email: rhortz@firstmerchants.com

Phone: (614) 583-2081
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

Nick Williams
Project Manager
Definity Partners
501 W. Schrock Road, Suite 300
Westerville, OH 43081
Email: nwilliams@definitypartners.com
Phone: 866.520.2003
Cell: 614.296.4069

Paul Kopelson
VP Business Development
Definity Partners
501 W. Schrock Road, Suite 300
Westerville, OH 43081
Email: pkopelson@definitypartners.com
Phone: 866.520.2003
Cell: 614.403.3694

Darci Congrove
CPA
GBQ Partners LLP

500 South Front Street,
PO Box 18218-2108
Columbus, OH 43215
Email: dlc@gbq.com
Phone: (614) 221-1120
Fax: (614) 227-6999

Robert M. Drovdlic, MSSA
Senior Consultant
The Global Consulting 
          Partnership
5650 Blazer Parkway
Suite 100
Dublin, OH 43017
Email:
Robert_Drovdlic@tgcpinc.com
Phone: (614) 734-8446
Fax: (614) 734-8301

Daniel Kendall, PhD.
Managing Director
The Global Consulting 
          Partnership
5650 Blazer Parkway
Suite 100
Dublin, OH 43017
Email: dan.kendall@tgcpinc.com
Phone: (614) 734-8448
Fax: (614) 734-8301
Cell: (614) 406-2073

Kelly Borth
President
GREENCREST

120 Northwoods Blvd.
Columbus, OH 43235
Email: gcm@greencrest.com
Phone: (614) 885-7921
Fax: (614) 885-7926

Kelly Geier
GREENCREST

120 Northwoods Blvd.
Columbus, OH 43235
Email:
kgeier@greencrest.com
Phone: (614) 885-7921
Fax: (614) 885-7926

Mark S. Kelly
President/CEO
Insight Bank
8760 Orion Place
Columbus, OH 43240
Email:
mark.kelly@insightbank.com
Phone: (614) 431-9400
Fax: (614) 431-9410

Karen Stypinski
Vice President of Retail Deposit Services
Insight Bank
8760 Orion Place
Columbus, OH 43240
Email:
Karen.Stypinski@insightbank.com
Phone: (614) 431-9400
Fax: (614) 431-9410

Scott Rider
MassMutual
4094 Main Street
Hilliard, OH 43026
Email: sprider@finsvcs.com
Phone: (614) 876-7044
Fax: (614) 876-0409

Earl Avakian
MassMutual
4094 Main Street
Hilliard, OH 43026
Email:
epa@avakianfg.com
Phone: (614) 529-0010
Fax: (614) 876-0409

Andrew Coen
Norman Jones Enlow
530 W. Spring Street. Ste #100
Columbus, OH 43215-2301
Email: acoen@nje.com
Phone: (614) 228-4000
Fax: (614) 228-4040

Thaddeus O'Brien
President
O'Brien & Associates, Inc.

47 W. Third Avenue
Columbus, OH 43201
Email: tobrien@copper.net
Phone: (614) 299-4076
Fax: (614) 299-4084

Jennifer B. Cameron
R.DORSEY+COMPANY

Your Partner in Technology Solutions
1372 Grandview Ave., Suite 225
Columbus, Ohio 43212
Email:
jbcameron@dorseyplus.com
Phone: (614) 486-8900, x226
Fax: (614) 486-3698

Tim R. Cook
R.DORSEY+COMPANY

Your Partner in Technology Solutions
1372 Grandview Ave., Suite 225
Columbus, Ohio 43212
Email:
trcook@dorseyplus.com
Phone: (614) 486-8900, x223

Fax: (614) 486-3698

Tim McDaniel, CPA, ASA, CBA, CBI
Rea Strategic Solutions | A Division of Rea & Associates, Inc., CPAs
280 North High Street, Suite 800
Columbus, Ohio 43215-7510
Email: tim.mcdaniel@reacpa.com
Phone:  (614) 923-6532
Fax: (614) 464-2871


Services: Investment Banking | Business Valuations | Succession Planning

Bruce Bernard, JD, CPA, ABV, CBI
Rea Strategic Solutions | A Division of Rea & Associates, Inc., CPAs
280 North High Street, Suite 800
Columbus, Ohio 43215-7510
Email: bruce.bernard@reacpa.com
       
Phone:
 (614) 923-6534
Fax: (614) 464-2871


Services: Investment Banking | Business Valuations | Succession Planning

Joe Cole
Sequent
4700 Lakehurst Ct., Ste. 200
Dublin, OH 43016
Email: 
jcole@sequent.biz
Phone: (614) 436-5880
Fax: (614) 436-5881

Jeff Kolda
Sequent
4700 Lakehurst Ct., Ste. 200
Dublin, OH 43016
Email: 
jkolda@sequent.biz
Phone: (614) 436-5880
Fax: (614) 436-5881

Ann. B. Zallocco
Attorney-At-Law
Thompson Hine, LLP

10 W. Broad Street, Suite 700
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

10 W. Broad Street, Suite 700
Columbus, OH 43215
Email:
Jim.Balthaser@ThompsonHine.com
Phone: (614) 469-3226
Fax: (614) 469-3361

Robert E. Beymer
Senior Vice President
Willis of Ohio Inc.

655 Metro Place, Suite 900
Dublin, OH 43017
Email: beymer.robert@willis.com
Phone: (614) 766-8902
Fax: (614) 766-8999
Todd Cullen
Senior Vice President
Willis of Ohio Inc.

655 Metro Place, Suite 900
Dublin, OH 43017
Email: cullen.todd@willis.com
Phone: (614)
766-8921
Fax: (614) 766-8999
 
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