We are a network of professionals that meet weekly, allowing us to exchange information and learn about various opportunities available to our clients. Members are held to the highest standards of excellence and integrity.

YOUR PROFESSIONALS

Financial Services

Jeff Danziger, Edward Jones Investments

As an Edward Jones financial advisor, Jeff believes it’s important to invest his time to understand what his clients are working toward before they invest their money. It's also important to understand the level of risk a person is comfortable accepting when investing, so he can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, Jeff can work together to develop specific strategies to help his clients achieve their goals. He can also monitor progress to help make sure clients stay on track or determine if any adjustments need to be made. Throughout it all, he is dedicated to providing top-notch client service.

(614) 875-5773 // jeff.danziger@edwardjones.com

Property Management

Peter Lohmann, RL Property Management Group

Peter is a principal in RL Property Management. His company provides property management for owners of single-family and multi-family residential property (anything from 1 - 100 units). They take  care of everything having to do with the rental property so the owner can be completely hands-off. This includes collecting  rent, dealing with maintenance, placing tenants, the whole nine yards.

(614) 725-3059 // peter@rlpmg.com

Residential Lending

Mike Reeve, First Financial Bank

Michael has been a top producing mortgage loan origination for 15 years.  He currently runs the number one branch for First Financial Bank. Michael has developed his team to exceed client expectations allowing him to brand his promise to close on time. Quick response times, knowledgeable answers, and clear communication are the cornerstone of Michael’s dedication to supplying the best possible professional relationship.  Product offerings include portfolio loan products for Physicians, first time home buyers, construction & renovation, no PMI and down payment grants.

(614) 682-5252  // michael.reeve@bankatfirst.com // LO NMLS ID: 500454

Business Law & Estate Planning

Shamus Cassidy, Cassidy Law

Shamus is the founder and manager of Cassidy Law, which provides legal counsel to individuals and businesses. For individuals, he provides estate planning, probate, asset protection, Medicaid planning, and trust administration services. For businesses, Cassidy Law acts as outside general counsel on matters of formation, mergers and acquisitions, taxation, contract creation and review, intellectual property protection, succession planning, and labor and employment. Shamus represents many businesses in the medical and dental space, as well as in the restaurant and hospitality industry, including many family business.

(614) 888-4911 // shamus@cassidylawltd.com

Title & Real Estate Law

Rick Craven, Omni Title & Sikora Law

Rick is the Managing Director of Sikora Law LLC with a practice focused entirely on real estate law. He represents owners, developers, title insurance companies, lenders, tenants, brokers, and other corporate and individual clients involving real estate transactions, land title issues, and real estate disputes. Rick has been selected as an Ohio Rising Star by Super Lawyers in 2014, 2015, and 2016. He is also a marketing representative for Omni Title LLC. Omni Title is a title agency with unmatched subject matter expertise, outstanding relationships of mutual trust and respect with its underwriters, and well-regarded by other commercial real estate professionals.

(614) 444-7774 // rcraven@sikoralaw.com

Residential Real Estate Sales

Becky Sullivan, Keller Williams Classic Properties

Beginning her real estate career over 17 years ago, Becky enjoys working with both buyers and sellers throughout all of Central Ohio. Her expertise and positive attitude have helped several people define and obtain not only their goals but their dreams. She earned a Bachelor’s degree in Social Work from Indiana University before beginning her Real Estate career. Becky strongly believes in giving back to the community and as a result is involved in several charitable organizations throughout Columbus.

(614) 519-2909 // bsullivan@kw.com

Tax & Accounting Services

Rick Dumas CPA, HHH CPA Group

HHH CPA Group, LLC is a full-service public accounting firm serving closely-held businesses and individuals in the central Ohio area.  Our services include audits, reviews and compilations on the business side as well as income tax returns for businesses and individuals.  We firmly believe in business and tax planning to help our clients achieve their goals.  We value long-term relationships and “going beyond the numbers” to help people.

(614) 451-4644 // rdumas@hhhcpagroup.com

Marketing

Dan Elbaz, Baz Marketing

Dan is the owner of Baz Marketing, a digital marketing agency. For over 10 years Dan has helped businesses improve their marketing results. Specializing in website development, content management, SEO/ SEM, reputation management, social media and various forms of online advertising, Dan helps businesses understand where to deploy resources in order to be most effective. He's certified in Google Adwords and Analytics.

(614) 359-0809 // dan@bazmarketing.com

Home & Auto Insurance

Sam Ziskin, Liberty Mutual

Sam is the Lead Sales Representative with Liberty Mutual. He has handled personal insurance protection for Liberty Mutual for over 25 years. Focused primarily in central Ohio but licensed in the entire state. He specializes in personal homeowners, condo, renters, automobile, motorcycle, boat, personal liability protection (umbrella) and landlord insurance protection.

(614) 365-1575 // sam.ziskin@libertymutual.com

Commercial Real Estate Sales & Leasing

Ed Fellows, Capitol Equities

Ed Fellows is a licensed commercial real estate agent in Columbus. Ed specializes in finding ideal spaces for businesses to grow and thrive in. His expertise go beyond the selling and leasing of commercial property, as he is a skilled contract negotiator and helps his clients as a consultant on the design of their office or retail space. Furthermore, his extensive network and ability to market various properties make him a true asset to any client seeking representation.  Ed is also involved in charity work around the city such as those benefitting the Ronald McDonald House and the Cystic Fibrosis Foundation.

(614) 760-5660 x123 // efellows@capitolequities.com 

Commercial Lending

Ryan Wood, Park National Bank

Ryan is a Commercial Lender with Park National Bank.  Ryan works with business owners and real estate investors to provide customized financing solutions that help his clients achieve their goals.  Whether you need a loan for the purchase or construction of a new building, a line of credit to provide working capital, or a loan to purchase equipment, Ryan will take the time to fully understand the priorities of your business and clearly discuss your loan options.

(614) 285-3822 // rwood@parknationalbank.com

Commercial Insurance

Matt Rappolt, Ray Insurance

Matt is a Partner at Ray Insurance in Upper Arlington and has been for over 17 Years.  He specializes in Commercial Insurance for all types of Companies from startups to larger multi state operations. Ray Insurance is an Independent agency and the represent over 10 carriers to be sure you have the proper coverage at the market’s most competitive price. Matt is a past present and current board member of the Tri Village Rotary  and is involved with the Development Board at Children’s Hospital. 

(614) 246-9260 // mrappolt@rayinsurance.com

Family Law

Denise Mirman, Friedman & Mirman Co. LPA

Denise is a principal and the managing partner of this firm that practices exclusively family law. She and the firm represent individuals in all aspects of family law, especially divorce (together with those involving family-owned businesses and high-net-worth individuals), dissolution, spousal and child support, prenuptial agreements, and custody cases. She feels strongly that it’s important to give back to the community that has been so good to her, and she currently serves on the board of two non-profits, The Women’s Fund of Central Ohio and the Alzheimer’s Association-Central Ohio Chapter.

(614) 221-0090 // dmirman@friedmanmirman.com

Healthcare Benefits

Don Oates, The Oates Group LLC

As a licensed agent with The Oates Group, Don is a valuable resource for individuals, families and small business owners who are looking to create an affordable protection plan for their healthcare needs. With health, accident and disability, life and long-term care products from numerous different carriers, Don is able to design a comprehensive protection plan to cover all the stages of life. Specializing in Health Insurance, Small Business (Group) Health Insurance, Accident & Disability Insurance, Medicare Advantage and Medicare Supplement Plans.

(614) 915-4049 // donoates2912@gmail.com

CFO Services

Doug May, FocusCFO

Doug has more than 25 years of diverse business experience centered in operations and financial management.  He is a former business owner who started, grew and sold a successful multi-unit franchise business.  In his current role as an Area President with FocusCFO, Doug uses his knowledge and experience to help owners of small and medium-sized businesses improve their cash flow, reduce business risk and increase the value of their business…ultimately helping them reach their short and long-term goals.

(614) 419-1282 // d.may@focuscfo.com