Lead Senior Planning Associate
Carol provides analytical support for our tax, financial planning and investment management services and is involved in all aspects of planning and compliance for her assigned clients and various business entities and trusts. Prior to joining Chess, Carol worked in the tax department at regional CPA firm for 4 years. She graduated from Miami University with a Bachelor’s degree in Accounting. Carol resides in Cleveland.
Emily Hajec
Lead Senior Planning Associate
Emily provides analytical support for our tax, financial planning, and investment management services and is involved in all aspects of planning and compliance for her assigned clients. Prior to joining Chess, Emily spent three years working in the tax department at Deloitte & Touche LLP. She graduated from Bowling Green State University in 1998 with a degree in Accounting. Emily and her family reside in Streetsboro.
Brian Early
Senior Client Planning Associate
Brian provides analytical support for our tax, financial planning and investment management services and is involved in all aspects of planning and compliance for his assigned clients and various business entities and trusts. Prior to joining Chess, Brian worked in the tax and accounting department at a regional CPA firm for 2 years, and also worked as a tax law specialist with the Internal Revenue Service for 5 years. He graduated from Portland State University with a Bachelor's degree in Mathematics and Communications, and is currently finishing the Masters of Accountancy program at Cleveland State University. Brian resides in Mentor.
Michael J. Moss, CFP®
Senior Client Planning Associate
Mike provides analytical support for our tax, financial planning, and investment management services and is involved in all aspects of planning and compliance for his assigned clients. Prior to joining Chess, Mike spent two years as a Marketing/Operations Associate. He graduated from Ohio University in 2003 with a degree in Finance, Management Information Systems and Spanish. Mike earned his CFP in 2010. Mike and his wife reside in Mentor.
Nicole Cheraso, JD
Client Planning Associate
Nicole provides analytical support for our tax, financial planning, and investment management services and is involved in all aspects of planning and compliance for her assigned clients. Prior to joining Chess, Nicole spent two years working at a local law firm. She graduated from Baldwin-Wallace College in 2005 with a degree in Accounting and received a Juris Doctor from the University of Akron in 2008. Nicole resides in Fairlawn.
Terry LaCorte, CPA
Client Planning Associate
Terry provides analytical support for our tax, financial planning and investment management services and is involved in all aspects of planning and compliance for her assigned clients. Prior to joining Chess, Terry worked for a local financial planning/CPA firm for 2-1/2 years and has served in various accounting positions for over fifteen years. She graduated from Duquesne University with a Bachelor’s degree and received a Masters in Taxation from the University of Akron. Terry resides in Brecksville.
Greg Lonczak
Client Planning Associate
Greg provides analytical support for our tax, financial planning, and investment management services and is involved in all aspects of planning and compliance for his assigned clients. Prior to joining Chess, Greg spent two years working at a local investment advisory firm as an investment and portfolio analyst. Greg graduated from The Ohio State University's Fisher College of Business in 2005 with a degree in Finance. Greg and his family reside in Streetsboro.
Linda Musgrave
Client Planning Associate
Linda provides analytical support for our tax, financial planning and investment management services and is involved in all aspects of planning and compliance for her assigned clients. Prior to joining Chess, she worked for several years in both the accounting and tax professions. She has a Bachelor of Business Administration in Accounting from the University of Cincinnati and a Master of Taxation degree from Portland State University. Linda and her family reside in Strongsville.
Trishia Marvaldi
Marketing Coordinator
Trishia coordinates, oversees, and implements marketing communication projects on a daily basis that effectively describe and promote Chess and its services. She also plays a key role in the Business Development Committee. Trishia graduated from Ursuline College in 2000 with a Bachelors Degree in Communications and prior to joining Chess, she spent five years as a Production Manager for a publishing company. Trishia and her husband reside in Aurora.
Lisa Dearden
Office Manager
Lisa is responsible for organizing and coordinating office operations and procedures to ensure organizational effectiveness and efficiency. Prior to joining Chess, Lisa spent three years in Human Resources Management for a hotel management company and two years in Human Resources/Facilities Management at an investment management company. She graduated from Kent State University in 1998 with a Bachelors Degree in Business Administration. Lisa and her daughter reside in Akron.
Kimberly Herbst
Executive Assistant
Kim is responsible for facilitating the efforts of the Managing Directors and also works closely with the Executive Vice President of Administration. She has an Associate Degree in Business Management, and prior to joining Chess, spent 18 years in various administrative roles. Kim and her family reside in Chesterland.
Maureen Berthelot
Client Planning Administrative Associate
Maureen is part of the team that supports the Managing Directors in delivering each of the four broad services provided by Chess for her assigned clients. Prior to joining Chess, she worked for four years in the Trust/Wealth Management department at a large bank as an Account Relationship Associate. Maureen and her family reside in Stow.
Bonny L. Constantino
Client Planning Administrative Associate
Bonny is part of the team that supports the Managing Director’s in delivering each of the four broad services provided by Chess for her assigned clients. She is also primarily responsible for account maintenance and investment statement production. Prior to joining Chess, she spent thirteen years in the investment operations department at a large brokerage firm. Bonny and her family reside in Parma.
Peggy Shalala
Client Planning Administrative Associate
Peggy is part of the team that supports the Managing Director’s in delivering each of the four broad services provided by Chess for her assigned clients. Prior to joining Chess, Peggy spent six years as a tax processor and ten years in other various administrative roles for client service oriented organizations. She attended Cleveland State University. Peggy has two grown children and resides with her husband in Chesterland.
Receptionist
Devra is our receptionist and supports our client service team. She is our ambassador of goodwill and greets all visitors and callers with a smile. Prior to working with Chess, she was a receptionist and legal administrative assistant for two local law firms and a former US District Attorney. Devra and her family reside in University Heights.