Contact Us

James S. Ryan, J.D., CFP®, AIF®

Principal

614-486-0691 extension 1

David W. Wright, CLU, ChFC

Partner – Investment Advisory Group

614-486-0691 extension 2

Lisa Miller, RP®

Office Manager/Executive Assistant

614-486-0691 extension 3

Jane Prause, M.B.A., CFP®
Executive Vice President - Financial Planning

614-486-0691 extension 4

Helene Piekarczyk
Executive Assistant

614-486-0691 extension 5

Lori Duling

Director of 401(k) Services & Fiduciary Compliance

614-486-0691 extension 6

Lisa Duling

Administrative Assistant

614-486-0691 extension 7

1429 King Avenue

Columbus, OH 43212

Phone 614-486-0691 Fax 614-486-0694

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