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.
Mollie Wiener
Adept Marketing
855 Grandview Avenue, Suite 140
Columbus, OH 43215
Email: mwiener@adeptmarketing.com
Phone: (614) 360-3132
John Schuman
Budros, Ruhlin & Roe
1801 Watermark Drive, Suite 300
Columbus, OH 43215
Email: jschuman@b-r-r.com
Phone: (614) 481-6900
Fax: (614) 481-6819
Isaiah Stidham, CPA, CFP, CEPA
Wealth Manager
Budros, Ruhlin & Roe
1801 Watermark Drive, Suite 300
Columbus, OH 43215
Email: isaiah.stidham@b-r-r.com
Phone: (614) 481-6900
Fax: (614) 481-6819
Michael C. Shaw
CopperRun Capital LLC
1201 Dublin Road
Third Floor
Columbus, OH 43215
Email: mshaw@copperruncap.com
Phone: (614) 888-1786
Cell: (330) 310-1055
Lisa Jolley
The Columbus Foundation
1234 East Broad Street
Columbus, Ohio 43205-1453
Email: ljolley@columbusfoundation.org
Phone: (614) 251-4000
Fax: (614) 251-4009
Kelly Jasin
Attorney and Counselor at Law
Emens & Wolper Law Firm
One Easton Oval, Suite 550
Columbus, OH 43219
Email: kjasin@emenswolperlaw.com
Phone: (614) 414-0888
Fax: (614) 414-0898
Bea Wolper
Attorney and Counselor 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
Tom Dunson
First Merchants Bank
3650 Olentangy River Road, Suite 100
Columbus, OH 43214
Email: tdunson@firstmerchants.com
Phone: (614) 583-2032
Fax: (614) 583-2201
Mike Kramer
First Merchants Bank
3650 Olentangy River Road, Suite 100
Columbus, OH 43214
Email: mkramer@firstmerchants.com
Phone: (614) 583-2121
Fax: (614) 583-2201
Tom Flynn
Partner
FocusCFO
1010 Jackson Hole Drive, Suite 22
Columbus, OH 43004
Email: t.flynn@focuscfo.com
Office: (614) 944-5760
Cell: (614) 353-9975
Jim Bechtel
Director, Assurance & Business Advisory Services
GBQ Partners LLC
230 West Street, Suite 700
Columbus, OH 43215
Email: jbechtel@gbq.com
Phone: (614) 947-5208
Fax: (614) 227-6999
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
Kelly Borth
President
GREENCREST
120 Northwoods Blvd.
Columbus, OH 43235
Email: kborth@greencrest.com
Phone: (614) 885-7921
Fax: (614) 885-7926
Joel J. Guth
CEO, Founder
Gryphon Financial Partners
325 John H. McConnell Boulevard, Suite 425
Columbus, OH 43215
Email: jguth@gryphonfp.com
Phone: (614) 929-2880
Fax: (614) 425-6539
Jeff Lagusch
Director, Wealth Management
Gryphon Financial Partners
325 John H. McConnell Boulevard, Suite 425
Columbus, OH 43215
Email: jlagusch@gryphonfp.com
Phone: (614) 929-2838
Fax: (614) 425-6539
Laurie A. Pfeiffer
Director of Commercial Banking
Heartland Bank
450 S. State St.
Westerville, OH 43081
Email: Laurie.Pfeiffer@Heartland.Bank
Phone: (614) 471-0591 ext 1382
Kailyn McComb
Social Media Coordinator
Heartland Bank
450 S. State St.
Westerville, OH 43081
Email: Kailyn.McComb@Heartland.Bank
Phone: (614) 471-0591 ext 1415
Stephen C. Smith, CPA, CGMA, MBA, CVA
Principal
Holbrook & Manter, CPAs
775 Yard Street, Suite 160
Columbus, Ohio 43212
Email: SSmith@holbrookmanter.com
Phone: (614) 494-5300
Brian E. Ravencraft, CPA, CGMA
Principal
Holbrook & Manter, CPAs
775 Yard Street, Suite 160
Columbus, Ohio 43212
Email: BRavencraft@holbrookmanter.com
Phone: (614) 494-5300
Russ Barney
Senior Vice President
Huntington National Bank
7 Easton Oval, EA1W540
Columbus, OH 43219
Email: Russ.J.Barney@Huntington.com
Phone: (614) 331-1801
Mobile: (801) 441-8114
Anne Lucas
SVP Market Mgr
7 Easton Oval, EA1W540
Columbus, OH 43219
Email: Anne.Lucas@Huntington.com
Phone: (614)899-8131
Mobile: (307)421-1767
Nate West
Commercial Banking
KeyBank
88 E. Broad Street
Columbus, OH 43215
Email: Nathan_L_West@keybank.com
Phone: (614) 460-3494
Fax: (614) 460-3469
Holly Stokes
Private Bank Manager
KeyBank
88 E. Broad Street
Columbus, OH 43215
Email: Holly_M_Stokes@keybank.com
Phone: (614) 365-3363
Fax: (614) 365-3360
Brian D. Dunfee, CPA, CEBS
Senior Manager
Meaden & Moore
130 E. Wilson Bridge Rd, Suite 305
Worthington, OH 43085
Email:bdunfee@meadenmoore.com
Phone: (614) 848-8494 x2514
Fax: (614) 848-8430
Jim Rollins
Officer
Meaden & Moore
Email:jrollins@meadenmoore.com
Phone: (216) 928-5416
Michael L. Beers, CIMA, CRPS, C(k)P
Senior Vice President
Financial Advisor
Corporate Retirement Director
Family Wealth Advisor
The Fortis Group at Morgan Stanley
NMLS#1408705
4449 Easton Way, Suite 300
Columbus, OH 43219
Phone: (614) 269-3401
Fax: (614) 867-9292
Email: Michael.Beers@morganstanley.com
Jim Bishop
Financial Advisor
Morgan Stanley Wealth Management
41 S. High St, Suite 2700
Columbus, Ohio 43215
Phone: (614) 229-4969
Fax: (614) 573-9966
Email: James.D.Bishop@morganstanley.com
Debbie Donahey, MBA
Senior Regional Manager, Community Relations
OhioHealth
180 East Broad Street, 31st Floor
Columbus, Ohio 43215-3707
Email:debbie.donahey@ohiohealth.com
Phone: (614) 544-4426
Marissa L. Michaels
System Vice President of Employer Services
OhioHealth
1166 Dublin Road, Suite 400
Columbus, OH 43215
Email:Marissa.Michaels@ohiohealth.com
Phone: (614) 544-4656
Michelle Houck
Ohio Dominican University
1216 Sunbury Road
Columbus, OH 43219
Email: houckm@ohiodominican.edu
Phone: (614) 251-4785
Fax: (614) 251-0156
John Naughton
Graduate Admissions
Ohio Dominican University
1216 Sunbury Road
Columbus, OH 43219
Email: naughtoj@ohiodominican.edu
Phone: (614) 251-4721
Fax: (614) 251-0156
Rick Davis
Managing Director
Oxford Financial Group, Ltd.
P.O. Box 80238
Indianapolis, IN 46280-0238
Email: rdavis@ofgltd.com
Phone: (800) 722-2289 or (317) 805-5225
Fax: (317) 843-5679
Peter Reist
Managing Director
Oxford Financial Group, Ltd.
P.O. Box 80238
Indianapolis, IN 46280-0238
Email: preist@ofgltd.com
Phone: (800) 722-2289 or (317) 805-5165
Fax: (317) 843-5679
Christine Streng Schneider
Vice President |Commercial Loan Officer
Park National Bank
140 E. Town Street, Suite 1400
Columbus, OH 43215-5125
Email: CSchneider@ParkNationalBank.com
Phone: (614) 228-9946
Fax: (614) 228-0205
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
Bob Woolley, CPA, MST
Partner, Tax Services
Plante & Moran Financial Advisors
65 East State Street, Suite 600
Columbus, OH 43215
Email: bob.woolley@plantemoran.com
Phone: (614) 222-9160
Curt Loveland
Porter Wright
41 South High Street, Suite 2900
Columbus, OH 43215
Email: cloveland@porterwright.com
Phone: (614) 227-2000
Fax: (614) 227-2100
Rick McQuown
Porter Wright
41 South High Street, Suite 2900
Columbus, OH 43215
Email: RMcquown@porterwright.com
Phone: (614) 227-2000
Fax: (614) 227-2100
Kent Beachy, CPA, CIT, CCIFP
Rea & Associates, Inc., CPAs
5775 Perimeter Drive
Dublin, OH 43017
Email: kent.beachy@reacpa.com
Phone: (614) 889-8725
Fax: (614) 614-889-0159
Mary Beth Koester
Rea & Associates, Inc., CPAs
5775 Perimeter Drive
Dublin, OH 43017
Email: marybeth.koester@reacpa.com
Phone: (614) (614) 889-8725
Fax: (614) 614-889-0159
Chris Reinke
Rider + Reinke Financial Group LLC
4094 Main Street
Hilliard, OH 43026
Email: creinke@financialguide.com
Phone: (614) 876-7044
Fax: (614) 876-0409
Joe Jorgensen
Robin Technologies
670 Lakeview Plaza Blvd., Suite J
Worthington, OH 43085
Email: joe@robintek.com
Phone: (614) 888-3001
Fax: (614) 888-3002
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 Sugar
Attorney-at-Law
Taft Stettinius & Hollister LLP
65 East State Street, Suite 1000
Columbus, OH 43215
Email: msugar@taftlaw.com
Phone: (614) 334-6147
Fax: (614) 221-2007
Kelley King
W3 Financial Group
890 Proprietors Road
Worthington, OH 43085
Email: kelley@w3wealth.com
Phone: (614) 261-0600
Michael W. Merna Jr., CPA, CVA
W3 Financial Group
890 Proprietors Road
Worthington, OH 43085
Email: mmerna@w3accounting.com
Phone: (614) 261-0600 ext. 108
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