Who We Are
James S. Ryan, J.D., CFP®, AIF® James S. Ryan founded First Ohio Planning, LLC in 1979, after earning his law degree at Capital University and a bachelor’s degree at the University of Virginia. As principal of the firm for the past 30 years, Jim has worked with hundreds of businesses of every size, as well as individuals, to provide a broad range of financial planning options.
Under Jim’s leadership, First Ohio Planning has enjoyed consistent growth, and now manages more than $100 million in client assets. The scope of the business has expanded to include all forms of group and individual benefit plans, qualified and non-qualified plans, along with investment and financial planning. At the same time, Jim has maintained strong customer loyalty. Many of his early clients are still served by the firm today.
In 1986, Jim formed a separate company, Employer Communication Specialists, Inc., to provide a specialized benefits service to local and national companies in the area of Section 125 design, communications and administration. ECS also had the capability to provide work site marketing programs as well as employee benefit statements. In 2003, the firm was merged into Total Administrative Services Corporation(TASC) of Madison, WI, a national provider of Section 125 and related services. First Ohio Planning assumed the roles relating to employee benefit statements and worksite marketing
Recently, Jim was recognized by the Foundation for Fiduciary Studies as an Accredited Investment Fiduciary (AIF®). The AIF® designation is a mark of commitment to the highest standard of investment fiduciary excellence. Also, in 1985, Jim earned his Certified Financial Planner designation (CFP®) from the College for Financial Planning; since then, Jim has served as an instructor of Certified Financial Planning courses I and II for the institution. Jim also has been a moderator for the Life Underwriters Training Council. Separately, Jim is a registered representative with Royal Alliance Associates, Inc. and a registered investment advisor of First Ohio Planning offering advisory services in the states of Ohio and Texas.
An active community volunteer, Jim is a past member of the Columbus Children’s Hospital Foundation Board, as well as Past President of the Columbus Country Club. Jim previously served on the board of Children’s Hospital Guidance Center and was a Past President of the Children’s Hospital Development Board. Jim also volunteered as a big brother with Big Brothers/Big Sisters of Franklin County, and most recently, served as Treasurer of the Bexley Education Foundation.
Securities Offered Through Royal Alliance Associates, Inc., Member FINRA/SIPC. Investment Advisory Services Offered Through First Ohio Planning, LLC, A Registered Investment Advisor, not affiliated with Royal Alliance Associates, Inc.
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David W. Wright, CLU, ChFC David W. Wright, as Partner-Investment Advisory Group, joined First Ohio Planning, LLC in 1989, and since then has provided financial planning, investment advice, insurance underwriting and employee benefit plan design for a broad range of clients.
A graduate of The Ohio State University with a bachelor’s degree in marketing, Dave began his career as an insurance agent with John Hancock Mutual Life Insurance Company in 1967. Four years later, he moved on to State Mutual Life Insurance Company, where he worked as a general agent.
In 1974, Dave opened his own business selling insurance and investments, and for the next 11 years he specialized in developing financial plans for corporate executives and designing employee benefit programs for small- and medium-sized businesses. Dave then served as a marketing specialist with the international insurance firm of Alexander & Alexander until he joined First Ohio Planning.
Throughout his career, Dave has sought to advance his knowledge of financial planning so that he might better serve his clients. In 1972, Dave earned the professional designation of Chartered Life Underwriter (CLU) from The American College in Bryn Mawr, PA. He received the Chartered Financial Consultant (ChFC) designation from the same institution in 1982. Dave also has earned certificates in Financial Counseling and Advanced Estate Planning. Separately, Dave is a registered representative with Royal Alliance Associates, Inc. and a registered investment advisor of First Ohio Planning, not affiliated with Royal Alliance Associates, Inc., offering advisory services in the states of Ohio and Texas.
Dave is a member of The Society of Financial Services Professionals. He belongs to the Columbus Rotary, where he currently serves on the Foundation’s Investment Committee, and has served on the Board of Trustees, and acted as Chairman of the award-winning Camp Enterprise. Dave currently is a member of The Ohio State University Alumni Association Advisory Council, representing Student Life. A member of First Community Church, Dave has served on the Parish Life Council and Finance Council, and previously taught Sunday school for more than 10 years. More recently, Dave served as General Secretary/CEO of Beta Theta Pi Fraternity for six years, and for nine years he was a member of its Board of Trustees.
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Jane R. Prause, CFP® Jane Prause serves as First Ohio Planning’s Executive Vice President - Financial Planning. Jane has 25 years of experience in the contract research industry, in a sector ranging from contract negotiation and financial analysis to project management. Jane holds a BA Degree from Capital University and a Masters degree in Business Administration from the University of Dayton.
For the past nine years, Jane has been a fee-only financial planner, gathering and analyzing client information to create financial plans for both individuals and business owners. Jane’s comprehensive plans include income and tax planning, investment planning, dependent and education planning, risk management, retirement (financial independence) planning, business planning, and estate planning. Once plans are in place, Jane works with clients to implement and monitor their plans, making revisions as their life situations change.
Jane began her financial planning career in 1998, and earned her Certified Financial Planner designation in 2005. Many of her early clients remain with her today.
Jane is an active community volunteer, having served 5 years as treasurer of the board of the Columbus Affiliate of the Susan G. Komen Breast Cancer Foundation, Inc., during which time she was the first recipient of the Executive Director’s Award of Excellence. She is also a past volunteer for Citizens for Humane Action Animal Shelter. Jane currently volunteers with OhioHealth Homereach Hospice. In addition, Jane is a long-time member of Clinton Heights Lutheran Church, having served as church treasurer, finance committee chairman, endowment committee chairman, and Sunday School teacher and superintendent.
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Lisa J. Miller, RP® Lisa J. Miller has worked at First Ohio Planning for more than 15 years as an executive assistant to James S. Ryan. Lisa participates in the development of group health, life and disability plans, as well as the servicing of client investment accounts. In addition, Lisa oversees payroll, accounts receivable and payable, and computer systems.
Before joining First Ohio, Lisa spent more than eight years working as a paralegal – first with Kephart & Fisher and then with Rownd & Jones. As a paralegal, Lisa was responsible for the research and drafting of legal documents in the areas of real estate, business, securities, probate, criminal, civil and domestic law.
Lisa is a Registered Paraplanner (RP®) through The College of Financial Planning. She also has taken law courses at Capital University and Columbus State Community College.
Lisa has spent time volunteering with Delta Society in their Pet Partners program at Riverside Hospital. In her spare time, Lisa enjoys working with her Quarter Horse, Duke, and antiquing.
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Helene M. Piekarczyk
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Lori M. Duling Lori M. Duling joined First Ohio Planning, LLC in 2006, beginning her career as a college intern, while attending The Ohio State University. Upon graduating in March, 2009 with a Bachelor of Science degree in Business Administration, Lori became a full-time associate of the firm. As Director of 401(k) Services and Fiduciary Compliance, Lori provides assistance to plan fiduciaries considering oversight and portfolio investment options for clients’ 401(k) plans. Lori also prepares client reports and manages online communication document security.
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Lisa M. Duling Lisa joined First Ohio Planning, LLC in 2007 as an Administrative Assistant for James S. Ryan. She is responsible for administrative support in handling mailings, office supplies, correspondence filing, scanning and database support.
Lisa is currently a sophomore at Columbus State Community College, majoring in Marketing with a minor in Digital Design & Graphics.
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