Bobcat Professionals
This group of alumni understands that gifts to organizations like The Ohio University Foundation can be a significant aspect of your financial and estate planning. For that reason, we feature this list of fellow Bobcats who may be able to assist you in this process. If you wish to become a Bobcat Professional, contact Kelli Kotowski, Executive Director of Development for Planned Giving, by phone 740-597-1819 [email protected].
Arizona
Todd Desberg
First Financial Equity Corporation
Private Client Group
7373 N. Scottsdale Rd., Suite D-120
Scottsdale, AZ 85253
www.todddesbergffec.com
(800) 687-3800
(480) 951-0079
(480) 998-2883 fax
(520) 730-4414 cell
Florida
Westshore Financial Group
5426 Bay Center Drive, Suite 550
Tampa, FL 33609
Office: 813-289-3632
North Carolina
Laura H. Budd
Law, Mediation
10550 Independence Pointe Parkway St. 31 Matthews, NC 28105
(704) 841-0760
[email protected]
New York
Edward P. Schroeder
Real Property, Trusts, Estates
6 Holly Lane, Remsenberg, NY 11960
(631) 580-0505
[email protected]
Ohio
Al Brogan
Attorney, Estate Planning
110 E. Dudley St. Maumee, OH 43537
(419) 893-4880
[email protected]
Allan P. Covert
Investments, Retirement Planning, Estate Planning, Education Planning
180 Market St. Suite 200 New Albany, OH 43054
(614) 885-8781
[email protected]
Jared A. Dosch
Financial Planning, Insurance, Asset Management
P.O. Box 2040 Zanesville, OH 43702-2040
(740) 452-4596
[email protected]
Linda Gasparatos
Taxation
17023 Lanier Avenue Strongsville, OH 44136
(440) 572-2042
[email protected]
Ronald J. Hagan
Taxation, Accounting
480 S 3rd St. Columbus, OH 43215
(614) 340-3500
[email protected]
Robert Joseph Holdren
Individual and Business Taxation and Financial Planning
58777 Coleman Rd. Cambridge, OH 43725
(740) 439-0777
[email protected]
Christoper K. Johnson
Estate Planning, Retirement Planning, & Asset Management
655 Metro Place South Suite 790
Dublin, OH 43017
[email protected]
Julia C. Kolber
Estate Planning Attorney
12 W. Monument Ave. Suite 200 Dayton, OH 45402
(937) 232-0122
[email protected]
Joshua P. Lorek
Financial Planning
4379 West 219 Suite 11 Fairview Park, OH 44126
(440) 333-1151
[email protected]
Sarah McCarty
Commercial Transactions and Real Estate
707 Virginia St. East Charleston, WV 25301
(304) 353-8127
[email protected]
Joel F. Oles
Financial Plannning
1328 Dublin Road, Suite 410
Columbus, Ohio 43215
[email protected]
David A. Onega, Esq.
Estate Planning and Probate
10 W. Broad St., Suite 2100
Columbus, Ohio 43215
(614) 229-3200
[email protected]
E. Michael Peifer
Attorney
P.O. Box 323 Upper Sandusky, OH 43351
[email protected]
Robert N. Pelunis
Litigation
P.O. Box 39242 Cleveland, OH 44139
(440) 519-1717
[email protected]
Aaron P. Roush
Financial Planning
630 S. Main St. Findlay, OH 45840
(419) 422-6137
[email protected]
Sherri Rutherford
Estate Planning
95 W. Main St. Chillicothe, OH 45601
[email protected]
Manford Smith
Financial Planning
7419C Kingsgate Way West Chester, OH 45069
[email protected]
Daniel A. Starett
Wills & Estates
5114 Williamsburg Drive Lorain, OH 44053
(440) 213-0947
[email protected]
Betsy Town
Banking
2 E. Washington St. Chagrin Falls, OH 44022
(440) 287-5815
[email protected]
Mark A. Van Dyne
Attorney, Estate Planning
121 W. High St Suite 905 Lima, OH 45801
[email protected]
This page does not constitute a reference or recommendation, but merely functions as a resource for alumni to locate fellow Bobcats.