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
1801 Watermark Drive | Suite 300 | Columbus, OH 43215
List of Services:
- Wealth and Investment Management Services
- Retirement Plan Services
Eric Shisler, CFA, AIF - Retirement Plan Services & Senior Strategist Director
eric.shisler@b-r-r.com
(614) 485-6132
Isaiah Stidham, CPA, CFP, CEPA - Partner, Wealth Advisor
isaiah.stidham@b-r-r.com
(614) 485-6113
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
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
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
Mike Kramer
Email: mkramer@firstmerchants.com
Phone: (614) 583-2121 | Fax: (614) 583-2201
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
Cassie Shearer, CPA
Director, Tax & Business Advisory Services
Email: CShearer@gbq.com
Phone: (614) 947-5328 | Fax: (614) 947-5528
Brian Bornino, CPA/ABV, CFA, CBA
Director of Valuation Services
Email: bbornino@gbq.com
Phone: (614) 947-5212 | Fax: (614) 227-6999
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
Laurie A. Pfeiffer - SVP, Director of Commercial Banking
Email: Laurie.Pfeiffer@Heartland.Bank
Phone: (614) 490-7394
Kailyn McComb - AO, Branch Manager (Clintonville)
Email: Kailyn.McComb@Heartland.Bank
Phone: (614) 745-0070
775 Yard Street, Suite 160 | Columbus, Ohio 43212
List of Services:
- 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
Russ Barney, Senior Vice President
Email: Russ.J.Barney@Huntington.com
Phone: (614) 331-1801 | Mobile: (801) 441-8114
Anne Lucas, SVP Market Manager
Email: Anne.Lucas@Huntington.com
Phone: (614)899-8131 | Mobile: (307)421-1767
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
Jackie Schetter, Founder
jackie@leadforculture.com
(614) 365-3663
1699 West Mound Street | Columbus, Ohio 43223
List of Services:
- Corporate Wellness
- Catering and Events
- Volunteering/Employee Engagement/ Team Building
- Sponsorships
- Travel Vaccines
- Background Checks
- Safety Training
- Preparing for Aging
- In-home Senior Services (Meals, Homecare, Petcare, Home Repair)
- Background Checks
- Health Support Services (Wellness, Cancer, Diabetes, Arthritis, etc.)
Tricia Strahler - Director, Strategic Communications
tstrahler@lifecarealliance.org
(614) 437-2803
655 Metro Place South, Suite 380 | Dublin, OH 43017
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
700 Childrens Drive | Columbus, Ohio 43205
Lori Aiello, Director of Planned Giving
Email: Lori.Aiello@nationwidechildrens.org
Phone: (614) 355-5400
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
1216 Sunbury Road | Columbus, OH 43219
John Naughton, Director of Graduate Admissions
Email: naughtoj@ohiodominican.edu
Phone: (614) 251-4721 | Fax: (614) 251-0156
Michelle Houck
Email: houckm@ohiodominican.edu
Phone: (614) 251-4785 | Fax: (614) 251-0156
200 Civic Center Drive, Suite 700 | Columbus, OH 43215
Christine Schneider - Vice President |Commercial Loan Officer
Email: Christine.Schneider@ParkNationalBank.com
Phone: (614) 228-9946 | Fax: (614) 228-0205
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
Chris Reinke
Email: creinke@financialguide.com
Phone: (614) 876-7044 | Fax: (614) 876-0409
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
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
Bailey Hanley, Manager Business Development
Email: bhanley@wpcu.coop
Phone: (937) 912-7000
Meredith Oberdick, Business Relationship Manager
Email: moberdick@wpcu.coop
Phone: (937) 912-7000