Our Business Partners
We work with many amazing and qualified professionals that you may find useful in your life journey.
Attorneys
Elizabeth Schmitz Attorney at Law
Specializing in Estate Law
11900 Polaris Parkway, Suite 450
Columbus, Ohio 43240
(614) 785-4980
eschmitzlaw.com
Suzanne R. Galyardt,
Vorys, Sater, Seymour and Pease LLP
Specializing in Estate Law
52 Easy Gay Street, P.O. Box 1008
Columbus, Ohio 43215
(614) 464-5682
vorys.com
Dow T. Voelker
Voelker & Voelker
Specializing in Estate and Real Estate Law
1620 West First Avenue, Suite 6
Columbus, Ohio 43212
(614) 481-6500
William J. McLoughlin
Metz, Bailey & McLoughlin, LLP
Specializing in Estate Law
33 East Schrock Rd,
Westerville, Ohio 43081
(614) 423-4619
metzbailey.com
W. Mark Jump
Jump Legal
Specializing in Bankruptcy Law
Industrious Sutton Building
875 N. High Street,
Columbus, Ohio 43215
(614) 481-4480
legaldesbtsolutions.com
Jacintha Balch Balch Law
Specializing in Estate Law
1335 Dublin Road, Suite 203Q
Columbus, Ohio 43215
(614) 224-2329
balchlaw.com
Andrew Marvin Andrew Marvin Law
Specializing in Estate Law
240 S. State St
Westerville, OH 43081
(614) 285-6708
andrewmarvinlaw.com
Richard Seils, Jr Seils Law
Specializing in Estate Law
6500 Emerald Parkway,
Suite 100
Dublin, OH 43016
(614) 859-2499
seilslaw.com
Logan Phillips
Phillips & Graham LLC
Concentrating in Special Needs Planning
5880 Venture Dr., Suite A Dublin, Ohio 43017
(614) 760-1801
pglawohio.com
Accountants
Linda D. Cosgray, EA Linda D. Cosgray, Inc.
Specializing in Individual, Business, & Non-Profit
1840 Mackenzie Dr.
Suite 102
Columbus, OH 43220
(614) 457-3771
lindacosgrayea.com
Joshua Frymier Winkel Green & Company LLP
Specializing in Individual, Business & Non-Profit
3752 N High St
Columbus, Ohio 43214
(614) 261-1494
wgcocpas.com
Mark Radebaugh Radebaugh & Company
Specializing in Individual, Business & Payroll Services
225 South State Street
Marion, Ohio 43302
(740) 382-4243
Radebaugh.net
Michelle Seneco, CPA
CL Becker & Associates, Inc.
Specializing in Individual, Business,
& Estate Planning
3442 Riverside Drive
Upper Arlington, Ohio 43221
(614) 457-4256
Susan A. Moussi,
CPA, NSSA®
Specializing in Tax & Social Security
PO Box 141103
Columbus, Ohio 43214
(614) 429-4172
Lee Nash
Nash & Associates CPAs LLC
Specializing in Individual, Business & Business Consulting
220 W. Bridge Street,
Suite 200
Dublin, Ohio 43017
(614) 799-1040
Rob E. Mackey, CPA
Robert E. Mackey Certified Public Accountan
Specializing in Individual & Business
1243 Grandview Avenue
Grandview Heights, Ohio 43212
(614) 407-4866
robmackey.com
Matt Leppert, CPA
Leppert Company CPAs
Specializing in Individual, Business,
& Non-Profit
196 W. Johnstown Road
Gahanna, Ohio 43230
(614) 532-5098
leppertcompanycpas.com
Jeff Acree, CPA
Swope, Acree & Associates
Specializing in Individual & Business
2600 Corporate Exchange Dr, Suite 120
Columbus, Ohio 43231
(614) 614-882-8297
Insurance
Richard Connolly
Ward & Connolly
Specializing in Life and Disability Insurance
5025 Arlington Centre Blvd, Suite 250
Columbus, OH 43220
(614) 486-9260
wardcon.com
Central Ohio Area Agency on Aging
Specializing in Medicare Insurance
3776 South High Street
Columbus, Ohio 43207
(614) 645-7250
coaaa.org
Ron Mooney and Jennifer Mooney
RHK Group
Specializing in Health Care, Property and Casualty Insurance
5890 Venture Drive, Suite A
Dublin, OH 43017
(614) 457-1236
rhkgroup.com
Kelly Augspurger, CLTC
Steadfast Insurance
Specializing in Life and Disability Insurance
167 S State St #175
Westerville, OH 43081
(614) 333-8888
steadfastagents.com
Adam Hyers
Hyers & Associates, Inc.
Specializing in Health and Medicare Insurance
240 Collins Avenue, Suite 2
Columbus, Ohio 43215
(614) 246-0473
ohioinsureplan.com
Bart Griffin
Griffin-Lantz
Specializing in Property and Casualty Insurance
6047 Frantz Road, Suite 202
Dublin, Ohio 43017
(614) 799-1217
griffinlantzinsurance.com
Kerry Ann Quick
Seniority Benefit Group
Specializing in
Medicare Insurance
6365 Riverside Drive
Dublin, Ohio 43017
(614) 799-1403
senioritybenefitgroup.com
Chris Cline
SBS Advisors
Specializing in Health Insurance
250 W Old Wilson Bridge Rd, Ste 190
Worthington, OH 43085
(614) 545-6971
maketherightmove.biz
Natalie Murch
Specializing in Long-Term Care Insurance
1291 Steamboat Springs Court
Blacklick, OH 43004
(614) 866-4582
ltc-choices.com
Zack Fisk
Boomer Benefits
National organization specializing in Medicare Insurance Benefits
Ft. Worth, TX
(817) 249-8600
boomerbenefits.com
Robert Crouch
HealthMarkets Insurance
Specializing in Health and Medicare Insurance
4766 N High St, Columbus, OH 43214
(614) 324-2642
healthmarkets.com
IT Professionals
Our knowledge is your power.
As true “life planning enthusiasts”, we pride ourselves on sharing our insights
with the community at large.
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