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 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. For a list of our family business members, click here.
P.O. Box 30962 | Columbus, OH 43230
List of Services:
- Business valuation and business valuation consulting
Courtney Sparks White, J.D., LL.M., ASA, CVA, MAFF - Partner
courtney@blueskybv.com
(614) 558-2047
Elizabeth Petrie, CPA, CVA - Partner
beth@blueskybv.com
(614) 558-2543
4449 Easton Way| Suite 400 | Columbus, OH 43219
List of Services:
- Tax Compliance & Consulting
- Accounting & Assurance Services
- Employee Benefit Plan Services
- Strategic HR
- Technology
- Data Analytics
- Operations & Supply Chain Strategy
- Risk & Controls
- Process Improvement
- Cybersecurity
Debbie Long - Business Development Manager
djlong@cshco.com
(614) 468-2439
5114 Harlem Rd. | New Albany, OH 43054
List of Services:
- EOS Implementation
- Business Coaching
- Team/Meeting Facilitation
Ryan Yeoman - Professional EOS Implementer® at EOS Worldwide
ryan.yeoman@eosworldwide.com
(614) 306-2902
1234 East Broad Street | Columbus, Ohio 43205-1453
List of Services:
- Donor Advised Funds
- Emergency Assistance Programs
- Scholarship Programs
- Matching Gift Programs
- Community Research
- Administrative Processing of Donations and Grants
Lisa Jolley, Senior Director for Donor Services
ljolley@columbusfoundation.org
(614) 545-3244
Stefanie Coffman, Manager of Corporate Philanthropy
scoffman@columbusfoundation.org
(614) 251-4013
1801 Watermark Drive | Suite 300 | Columbus, OH 43215
List of Services:
- Wealth and Investment Management Services
- Retirement Plan Services
Isaiah Stidham, CPA, CFP, CEPA - Partner, Wealth Advisor
isaiah.stidham@corient.com
(614) 359-6470
Eric Shisler, CFA, AIF - Retirement Plan Services & Senior Strategist Director
eric.shisler@corient.com
(614) 485-6132
One Easton Oval, Suite 340 | Columbus, OH 43219
List of Services:
- Family Business Consulting
- Succession Planning
- Outside General Counsel
- Contract Review & Negotiations
- Mergers & Acquisitions
- Entity Selection and Formation
- Asset Protection
- Buy-Sell Implementation
- Estate Planning, Probate and Trust Administration
Bea Wolper - Attorney at Law, CEO
bwolper@ewjjlaw.com
(614) 414-0888
Kelly Jasin - Attorney at Law, President
kjasin@ewjjlaw.com
(614) 414-0888
3650 Olentangy River Road | Suite 100 | Columbus, OH 43214
Martin Brady, Senior Vice President
mbrady@firstmerchants.com
(614) 583-2200
Mike Kramer, Vice President Relationship Manager
mkramer@firstmerchants.com
(614) 583-2121
5260 State Rt 95 | Mt Gilead, OH 43338
List of Services:
- Summer Residential Camps
- Family Camps
- Outreach Programming
- Mental Health Services
Nichole Dunn, President & CEO
info@flyinghorsefarms.org
(419) 751-7077
230 West Street | Suite 700 | Columbus, OH 43215
List of Services:
- Tax
- Assurance
- Client Accounting & Advisory
- ESOP Advisory
- Forensic & Dispute Advisory
- Human Resources Consulting
- IT & Cybersecurity
- Transaction Advisory
- Valuation & Financial Opinions
Brian Bornino, CPA/ABV, CFA, CBA, Director of GBQ Capital Advisors
bbornino@gbq.com
(614) 947-5212
Darci Congrove, CPA, Managing Director
dcongrove@gbq.com
(614) 947-5224
120 Northwoods Blvd. | Columbus, OH 43235
List of Services:
- Brand development
- Marketing
- Advertising
- Public relations
- Digital marketing
- SEO & SEM
- Social Media
- Web design
Kelly Borth, CEO and Chief Strategy Officer
kborth@greencrest.com
(614) 885-7921
Leslie Fulford, Senior Account Executive/Business Development
lfulford@greencrest.com
(614) 885-7921
325 John H. McConnell Boulevard | Suite 425 | Columbus, OH 43215
List of Services:
- Retirement Planning
- Financial Planning
- Investment Management
- Business Exit Planning
- Succession Planning
Joel J. Guth - CEO, Founder
jguth@gryphonfp.com
(614) 929-2880
Jeff Lagusch - Director, Wealth Management
jlagusch@gryphonfp.com
(614) 929-2838
430 N Hamilton Rd | Whitehall, OH 43213
List of Services:
- Personal & Business Banking
- Commercial & Mortgage Lending
- Treasury Management
- Agribusiness Banking
- Wealth Management Services
Michelle Haslinger - VP, Commercial Relationship Manager
Michelle.haslinger@heartland.bank
(614) 839-2265
Kori J. Manus, AIF®, CRPS®, CEPA® - LPL Wealth Management Advisor
Kori.manus@lpl.com
(614) 392-5303
775 Yard Street, Suite 160 | Columbus, Ohio 43212
- Full or Partial Outsourced Accounting
- Tax Services
- Wealth and Succession Planning
- Business Valuations
- Audit & Assurance Services
Stephen C. Smith, CPA, CGMA, MBA, CVA - Principal
SSmith@holbrookmanter.com
(614) 437-7597
Brian Ravencraft, CPA, CGMA - Principal
BRavencraft@holbrookmanter.com
(937) 303-1605
7 Easton Oval | EA1W540 | Columbus, OH 43219
List of Services:
- Commercial Loans
- Equipment Finance
- Commercial Cash Management
- Capital Markets Advisory
- Personal Banking
Ben Williams, Vice President, Regional Banking
benjamin.r.williams@huntington.com
614-899-8540
6605 Longshore Street | Suite 240 | Dublin, OH 43017
List of Services:
- Strategic Planning
- Business Financial Advisory
- Restructuring & Turnaround Management
- Business Development
- Operational Performance
- Succession Plannings
Jeff Cope, Managing Director
jacope@jacoadvisorygroup.com
(614) 582-1797
Chris Intihar, Managing Director
cintihar@jacoadvisorygroup.com
(937) 309-9747
88 E. Broad Street | 2nd Floor | Columbus, OH 43215
List of Services:
- Treasury Management
- Commercial Banking
- Wealth Management
- Financial Wellness
- Risk Management
Joyce Salizzoni, CFP, CWS, Sr Vice President
joyce_e_salizzoni@keybank.com
(614) 365-3363
Suzan Jones, VP, Payments Advisor
Suzan_r_Jones@keybank.com
(614) 365-3381
212 Avondale Ave. | Columbus, OH 43223
List of Services:
- Fractional Team and Culture Leadership
- Comprehensive Culture-System
- Assessments
- Management Training and Development
- Executive Coaching (1v1 and group)
- Team and Strategy Facilitations
- Skill Building Workshops
Jackie Schetter, Founder
jackie@leadforculture.com
(614) 365-3663
1699 West Mound Street | Columbus, Ohio 43223
List of Services:
- Corporate Wellness
- Full-service Catering and Events
- Travel Vaccines and Corporate Flu Clinics
- Background Checks
- Employee Safety Empowerment Training
- Volunteering/Employee Engagement/ Team Building
- Sponsorships
- Preparing for Aging
- In-home Senior Services (Meals, Homecare, Pet care, Home Repair)
- Health Support Services (Wellness, Cancer, Diabetes, Arthritis, etc.)
Tricia Strahler - Chief Communications & Marketing Officer
tstrahler@lifecarealliance.org
(614) 437-2803
655 Metro Place South, Suite 380 | Dublin, OH 43017
List of Services:
- Employee Health & Benefits
- HR Consulting
- DE&I Consulting
- Business Insurance
- Retirement Services
- Private Client Services
Chuck Murlin, SVP & Market Sales Leader
Chuck.Murlin@MarshMMA.com
(614) 215-8000
Nick Bellanca, SHRM-SCP, GBDS - Vice President, Employee Health & Benefits
Nick.Bellanca@MarshMMA.com
(614) 215-8000
425 Metro Place, Suite 250 | Dublin, OH 43017
List of Services:
- Advisory & Consulting
- Audit & Assurance
- Investigative & Forensic Accounting
- Tax
- Wealth Center
Lloyd Bell, CBA, CM&AA - Director, Corporate Finance Group
lbell@meadenmoore.com
(216) 928-5360
Brian Dunfee, CPA, CEBS - Director, Benefit Plan Group
bdunfee@meadenmoore.com
(614) 848-8496
NMLS#1408705 - The Fortis Group of Morgan Stanley
4449 Easton Way, Suite 300 | Columbus, OH 43219
Michael L. Beers, CIMA, CRPS, C(k)P - Senior Vice President - Financial Advisor - Corporate Retirement Director - Family Wealth Advisor
Phone: (614) 269-3401 | Fax: (614) 867-9292
Email: Michael.Beers@morganstanley.com
Jim Bishop, RICP®, Financial Advisor
Email: James.D.Bishop@morganstanley.com
Phone: (614) 473-2469
525 E. Mound Street | Columbus, Ohio 43215
List of Services:
- Outright Corporate or Individual Gifts
- Cause-Related Marketing Promotions
- Event Sponsorships
- Employee Giving
- Custom Social Events
- Volunteer Opportunities
- Matching Gifts
- Business Succession Charitable Gift Planning
Lori Caldwell Aiello, JD, CAP®, Senior Director, Major and Planned Gifts
Lori.Aiello@nationwidechildrens.org
(614) 355-5417
Scott Hilbert, Associate Director of Development
Scott.Hilbert@NationwideChildrens.org
(614) 355-3856
3430 OhioHealth Pkwy | Columbus, Ohio 43215
List of Services:
- Workplace wellness
Erica Ebright, Senior Account Manager - Business Development
Erica.Ebright@OhioHealth.com
(614) 566-2109
Amy Marshall, Director of Business Development
Amy.Marshall@ohiohealth.com
(614) 544-4644
200 Civic Center Drive, Suite 700 | Columbus, OH 43215
List of Services:
- Commercial Loans
- Commercial Cash Management
- Personal Banking
- Trust Services
- Resources
Lisa Keller - Vice President, Columbus Treasury Management
Lisa.Keller@ParkNationalBank.com
(614) 228-0553
41 South High Street | Suite 2900 | Columbus, OH 43215
List of Services:
- Business Succession Planning
- Employee Benefit Planning
- ESOPs
Greg Daugherty Esq., Partner
Gdaugherty@porterwright.com
(614) 227-2005
Rick McQuown Esq., Partner
RMcquown@porterwright.com
(614) 227-1975
5775 Perimeter Drive | Dublin, OH 43017
List of Services:
- Tax Planning
- Valuation
- Succession/Transition Planning
Doug Houser, CPA, MBA, CEPA, Regional President
doug.houser@reacpa.com
(614) 314-5937
4094 Main Street | Hilliard, OH 43026
List of Services:
- Life Insurance
- Disability Income Insurance
- Health Insurance
- Retirement Plans
- Financial Planning
- Business Succession and Estate Planning
Chris Reinke, Owner
creinke@financialguide.com
(614) 876-7044
Sara Canterbury, CFP®, FSCP, Financial Planner
scanterbury@financialguide.com
(614) 876-7044, ext 210
190 S. State Street | Suite A
Westerville, OH 43081
List of Services:
- Marketing
- Website Design/Development
- Photography
- Graphic Design
Rod Vedder - Director of Business Development
rod.vedder@robintek.com
(614) 888-3001
65 East State Street | Suite 1000 | Columbus, OH 43215
List of Services:
- Succession planning
- Estate planning
- Mergers and acquisitions
- Employment and labor relations
Meredith Sugar - Partner
Email: msugar@taftlaw.com
Phone: (614) 334-6147
890 Proprietors Road | Worthington, OH 43085
Michael Merna
Email: mmerna@w3accounting.com
Phone: (614) 261-0600 ext. 108
2130 Quarry Trails Drive, Floor 1 | Columbus, OH 43228
List of Services:
- Family Office Services
- Personal CFO
Clayton Hall, Partner
chall@wag-llc.com
(614) 309-7420
Jon Eesley, Partner
jeesley@wag-llc.com
(614) 530-2323
1317 N. Hamilton Road | Gahanna, OH 43230
List of Services:
- Business Deposit Services:
- Business Checking Accounts, Savings Accounts and Money Market Accounts
- Business Treasury Services:
- Online Banking (Mobile App and Mobile Check Deposit), Business Check Capture, Positive Pay, ACH Credit and Debit Origination, Payment & Invoicing, Merchant Services/Credit Card Processing, & Payroll Services
- Business Lending:
- Term and Real Estate Loans
- Business Lines of Credit and Credit Cards
- Professional Service Practice Loans for Health Care, Dentistry, Veterinary, Insurance, Accounting and Law
- SBA 7a and 504 Loans
- Indirect Merchant Lending Program – easy, quick & convenient financing solutions for your customers
- Investment and Retirement/Benefits Solutions
- Employer Health Savings Accounts (HSA)
- Marijuana-Related Business Banking
Meredith Oberdick, Business Relationship Manager
moberdick@wpcu.coop
(937) 912-7000