Building Legacies: The Role of Family Businesses & Offices

Dwight Montgomery serves as the President of The National Christian Foundation of Ohio, whose mission is to mobilize resources by inspiring biblical generosity. Dwight has 34 years of experience as a financial professional and was the CEO of his own wealth management firm. Through his leadership and vision his firm became one of the most respected financial firms in the Columbus Ohio area.

In 2013, Dwight sold his firm in order to devote his time to the ministry of NCF. Dwight is also a member of the coaching team at SMART Concepts Group. SCG is focused on providing financial advisors strategic and operational advice to achieve business success. Team members help advisors define their operating models and processes to enhance growth, drive performance and the value of their business.

Prior to his career in financial services, he was an educator and college football coach.

Dwight received his BA in Education from The Ohio State University and his MA in Education from Bowling Green State University. Dwight currently holds a Certified Financial Planner CFP® designation and a Certified Kingdom Advisor® designation. He is active in the community serving as a board member for, For Columbus. Leisure time for Dwight involves fishing, fishing and more fishing. Dwight lives with his wife Dona in Dublin. They have three children, Matt, Luke, and Ellie.

Al Caperna Chairman of CMC Group, does not believe faith in Jesus should be restricted to Sunday. This belief coupled with a management style that helps encourage strong business ethics, innovation, achievement, and selective risk taking, has helped Al achieve success in starting and developing businesses. After starting business with two partners in 1980, CMC Group now has a number of businesses, in food safety and consumer packaging, with hundreds of employees.

John Mozola is a Partner at Windsor Advisory Group, an investment advisory firm providing family office services to highly successful individuals, their families and family offices. John’s career has been focused on advising families, working with multiple generations on all aspects of their financial well-being.

Scott founded IGS in 1989 with his dad, Marv, and his sister, Cathy. Under his leadership, IGS has grown from a three-person startup natural gas company, to a company with hundreds of employees who proudly serve more than one million residential and commercial customers throughout the country. As a visionary leader, Scott is focused on making sure IGS does the right thing and serving as a role model in the business community as a proud member of the Conscious Capitalism movement. He makes sure to bring along each member of his team in every endeavor, ensuring they’re invested in the decisions made at IGS.

Scott’s personal purpose is “to bring out the best in others and inspire them towards living meaningful and fulfilling lives.” It may be surprising for a company leader to say that what matters most is purpose over profits, but that’s been a guiding notion for Scott since the beginning. He has always felt that giving back to the community is an opportunity, not an obligation, which led to the development of IGS Impact. This philanthropic social impact program is an extension of the company’s purpose-driven culture.