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TRUSTED PARTNERS

WHAT ARE TRUSTED PARTNERS?
​

WE STRIVE TO ADD VALUE TO OUR CLIENTS' LIVES IN AS MANY WAYS AS POSSIBLE. THIS PAGE HIGHLIGHTS PROFESSIONALS WE TRUST, FROM FAMILY LAW AND TAXES TO BATHROOM RENOVATION

Taxes
Donald Wells, Wells CPA
Phone: 614-396-8974 
Email: Donald@wellscpaoh.com
Website: www.wellscpaoh.com
Location: 6500 Busch Blvd., Suite 120 Columbus, OH
Schedule an Appointment: calendly.com/donald-43229 ​
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​Family Law
Julia Leveridge, Kemp, Schaeffer & Rowe Co., L.P.A.
Phone: 614-224-2678
Email: julia@ksrlegal.com
Website: ksrlegal.com
Location: 88 W. Mound St., Columbus, OH 
Schedule an Appointment: https://ksrlegal.com/contact/​ ​
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Charitable Giving
Dwight Montgomery, National Christian Foundation Ohio
Phone: 719- 930-1949
Email: Dmontgomery@ncfgiving.com
Website: www.ncfgiving.com/locations
Location: 2875 W. Dublin Granville Rd., Columbus, OH
Schedule an Appointment: By Phone or Email 
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Construction & Renovation
Ryan Clemens, LT Burns Company
Phone: 614-403-7337
Email: ryan@ltburnsco.com
Website: www.ltburnsco.com
Location: Greater Columbus
Schedule an Appointment: https://www.ltburnsco.com/contact-us
*Commercial and Residential 
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Insurance
Chris Johnson, Collaborative Insurance Partners
Phone: 614-799-2900
Email: chris@collaborativeip.com
Website: www.collaborativeip.com
Location: 2875 W. Dublin Granville Rd., Columbus, OH
Schedule an Appointment: By Phone or Email
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Real Estate, Columbus
Mary Campbell Staebler, Coldwell Banker Realty
Phone: 740-972-3833
Email: mary.staebler@cbrealty.com
Website: www.marycampbellstaebler.com

Location: Greater Columbus
Schedule an Appointment: By Phone or Email
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Real Estate, Mortgages Nationwide
McKenzie Dyhr-Arnold, Guaranteed Rate 
Phone: 312-720-1551
Email: mda@rate.com
Website: www.rate.com
Location: Greater Chicago
Schedule an Appointment: By Phone or Email
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Media Design
Rob Napier, Lone Wolf Media Design
Phone: 614-921-9733
Email: rob@lonewolfmediadesign.com 
Website: www.lonewolfmediadesign.com
Schedule an Appointment: By Email
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Credit Cards and Travel
Bryce Conway, 10x Travel
Email: bryce@10xtravel.com
Website: www.10xtravel.com
Free Course: www.10xtravel.com/free-tools/
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COLUMBUS
2875 W. Dublin Granville Rd.
Columbus,  OH  43235-2712

Phone: 614.799.2900
Fax: 614.766.5691
NELSONVILLE
55 W. Columbus St.
Nelsonville,  OH  45764

Phone: 614.799.2900
Fax: 614.766.5691

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​​​Collaborative Financial Partners LLC is a registered investment adviser.​
Securities offered through Charles Schwab & Co., Inc. Member SEC/SIPC.
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© Collaborative Financial Partners LLC
ADV | Client Relationship Summary
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  • HOME
  • ABOUT US
    • OUR TEAM
    • WORKING WITH US
    • COMMUNITY ENGAGEMENT
  • INVESTMENT & PLANNING
  • CONTACT
  • EVENTS
  • i-AM
  • LOGIN
    • COLLABORATIVE
    • i-AM
    • SCHWAB
  • UPCOMING EVENTS
  • TRUSTED PARTNERS