Conway Center for Family Business Service Provider members are integral to our organization. These companies provide essential services that family businesses need. The professionals who represent these companies have built reputations for understanding and meeting the needs of family businesses.
Below is the directory of Service Provider members, or you can view the interactive flipbook by clicking on the Service Provider Resource Guide.
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
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
Becky Fromkes - Colliga/EOS
76 N Cassingham Rd | Columbus, OH 43209
List of Services:
- Professional EOS Implementation
- Executive Team Coaching
- Meeting Facilitation
- Strategic Planning Facilitation
Jason Block - Professional EOS Implementer® at EOS Worldwide
jason.block@eosworldwide.com
(614) 353-4513
2641 Fair Avenue | Bexley, OH 43209
List of Services:
- Professional EOS Implementation
- Business Coaching
- Team/Meeting Facilitation
Chad Eddy - Professional EOS Implementer® at EOS Worldwide
chad.eddy@eosworldwide.com
(614) 202-1702
4130 Randmore Court | Columbus, OH 43220
List of Services:
- Professional EOS Implementation
-
Meeting Facilitation
-
Mentorship
-
Leadership Development
Becky Fromkes - Professional EOS Implementer® at Colliga/EOS
becky.fromkes@eosworldwide.com
(614) 599-1297
5114 Harlem Rd. | New Albany, OH 43054
List of Services:
- Professional EOS Implementation
- Business Coaching
- Team/Meeting Facilitation
Ryan Yeoman - Professional EOS Implementer® at EOS Worldwide
ryan.yeoman@eosworldwide.com
(614) 306-2902
3650 Olentangy River Road | Suite 100 | Columbus, OH 43214
List of Services:
- Personal Banking
- Commercial Banking
- Treasury Management
- Private Wealth
- Private Banking
- Mortgage Loans
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
- Corporate Retreats
- Leadership Education
Nichole Dunn, President & CEO
info@flyinghorsefarms.org
(419) 751-7077
575 Charring Cross Drive, Suite 102 | Westerville, OH 43081
List of Services:
- Fractional CFO
- Exit Strategy Advisors
- Value Growth Advisors
Darren Cherry, CEPA®, Area President
d.cherry@focuscfo.com
(740) 660-EXIT (3948)
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 strategy
- Advertising
- Design
- Media buying
- Tradeshow marketing
- Public relations
- Email marketing
- Content creation
- SEO & SEM
- Social media
- Web development
Kelly Borth, CEO and Chief Strategy Officer
kborth@greencrest.com
(614) 885-7921
1500 Lake Shore Drive | Suite 120 | Columbus, OH 43204
List of Services:
- Accounting
- Tax
- Audit Service
- Wealth Management
- Business Valuation
- Transaction Advisory Services
- Risk Advisory Services
- Forensic Accounting
- Litigation Support Services
- Business Consulting
Michelle Roseberry, CPA, CGMA, CIT - Principal-in-Charge of Columbus
mroseberry@hbkcpa.com
(614) 228-4000
Joel Van Horn, CPA/CITP, CISA - Principal
jvanhorn@hbkcpa.com
(614) 228-4000
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
7 Easton Oval | EA1W540 | Columbus, OH 43219
List of Services:
- Full-service commercial, small business, and consumer banking services
- Mortgage banking services
- Treasury management and foreign exchange services
- Equipment leasing
- Wealth and investment management services
- Strategic Growth Panning
- Financial Advisory
- Capital Advisory
- Ownership Transition Advisory Services
- Trust services
- Brokerage services
- Customized insurance brokerage and service programs
Mary Patton, Senior Vice President, Regional Banking Market Director
mary.patton@huntington.com
(614) 753-6270
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
50 W. Broad Street, Suite 1130 | Columbus, OH 43215
List of Services:
- Investment Management
- Tax Planning
- Estate Planning and Trust Services
- Retirement Planning
- Charitable Planning
- Insurance Review & Risk Analysis
- Succession Planning
- Cash Flow Management
- Alternative and Private Investments
- Private Banking and Wealth Management
- Trust Services
Daniel Gusty, CFP®, CEPA®, Managing Director of Central Ohio Market, Principal
dgusty@johnsoninv.com
(614) 365-9103
Michael Timm, CFA, CFP®, Senior Portfolio Manager, Principal
mtimm@johnsoninv.com
(614) 365-9103 x4102
1111 Polaris Parkway, 1C | Columbus, OH 43240
List of Services:
- Private Business Advisory Services:
- Business Succession Planning
- Corporate Governance
- Pre-transactional Planning
- Maintaining a Legacy Business Over Multiple Generations
- Private Banking and Wealth Management
- Trust Services
- Commercial Banking Services:
- Commercial Loans
- Treasury Management
Renee A. Milyiori, CFP®, CPWA®, CEPA®, Executive Director, Banker
renee.milyiori@jpmorgan.com
(614) 248-3810
Aaron M. Pitcock, Vice President, Commercial Banker
aaron.m.pitcock@chase.com
(614) 248-5534
34 Grace Drive| Powell, OH 43065
List of Services:
- Outsourced & interim accounting (Part-time to Full-time Bookkeepers, Accountants, Controllers & CFOs)
- Financial reporting, planning & analysis
- Audit readiness
- QuickBooks implementations & upgrades
- Internal control reviews & recommendations
- Budgeting, cash flow planning & forecasting
- Process improvement, automation & documentation
- Project management
- Special projects
Tracey Holecek, CPA, Managing Partner
tholecek@kaiserconsulting.com
(614) 300-1088 x127
Michele Himes, CPA, CGMA, Managing Director of Client Service
mhimes@kaiserconsulting.com
(614) 300-1088 x112
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
List of Services:
- Business Succession Planning
- Endowments and Foundations
- Executive Financial Services
- Financial Planning
- Life Insurance
- Qualified Retirement Plans
- Retirement Planning
Michael L. Beers, CIMA, CRPS, C(k)P - Managing Director, Wealth Management
Michael.Beers@morganstanley.com
(614) 269-3401
James D. Bishop, RICP® CDFA® QPFC®, Financial Advisor
James.d.bishop@ms.com
(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:
- Occupational Health
- Wellness
- On-Site Clinics
- Fitness
Amy Marshall, Director of Business Development
Amy.Marshall@ohiohealth.com
(614) 544-4644
Robert Sorey, MBA, Senior Account Manager - Business Development
Robert.Sorey@ohiohealth.com
(614) 788-2714
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
Travis McIntyre - Vice President, Commercial Lender
Travis.Mcintyre@ParkNationalBank.com
(614) 228-0063
250 South High Street | Suite 100 | Columbus, OH 43215
List of Services:
- Tax
- Audit
- Consulting
- Wealth Management
James Hankenhof, Principal
James.Hankenhof@plantemoran.com
(614) 222-9110
Maddi Elkevizth, Tax Senior
maddi.elkevizth@plantemoran.
(614) 222-9023
155 East Broad Street | Columbus, OH 43215
List of Services:
- Retail Banking
- Residential Mortgage
- Commercial Banking
- Corporate Banking
- Institutional Banking
- Asset Management
Mary Auch, Regional President, Central Ohio
mary.auch@pnc.com
(614) 463-8034
Nicole Green, Commercial Banking Relationship Manager, Vice President
nicole.j.green@pnc.com
(614) 463-7475
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 E State St | Suite 2000 | Columbus, OH 43215
List of Services:
- Exit and Succession Planning
- Value Creation
- Transaction Consulting
- Wealth Management
- Accounting services
David Brinkman, CFA, CPA, CFP® - Partner and Senior Wealth Manager
dbrinkman@schneiderdowns.com
(614) 586-7265
Andrea Pfaadt - Director of Business Development
apfaadt@schneiderdowns.com
(614) 586-7163
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
msugar@taftlaw.com
(614) 334-6147
890 Proprietors Road | Worthington, OH 43085
List of Services:
- Advisory and Business Consulting
- Tax
- Accounting and Audit
- Business Valuation
- Retirement Plan Services
- Information Technology Services
Nathan J. DeRoos, CPA, Manager
nderoos@w3accounting.com
(614) 261-0600
Doug Terry, CPA/ABV, JD, MBA, Senior Manager
DTerry@w3accounting.com
(614) 261-0600
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 Treasury Services
- Business Lending
- 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 Bergdorf, Business Relationship Manager
mbergdorf@wpcu.coop
(614) 270-6690