Meet the Team

Meet the Team

At CBAO, we like to think of ourselves as a “concierge” for our Financial Members – providing support through education and training, products and services, networking events, marketing support, and vendor management assistance. If there is anything you or your team need, even if it’s a restaurant recommendation when you’re traveling throughout Ohio, we’re here to help! 

Robert L. Palmer
President & Chief Executive Officer | (614) 846-2349

Aza H. Bittinger Jr. 
Chief Operating Officer | 614-846-2238

James J. Sarosy
Products & Services Advisor
CBAO Insurance Agency, Inc.
Phone: 614-846-2170 | Cell: 614-306-9727

Christina V. McQuiller
Accounting Coordinator | 614-610-1875

Education & Training Coordinator | 614-610-1877

Kelly Phillips
Marketing & Special Events Coordinator | 614-610-1876

James L. Harvin 
Financial & Insurance Services Consultant | 517-351-4158