David directs our “family office” services for our clients. He coordinates the activities for charitable trusts, family partnerships, private foundations, and other related activities such as bill paying. Prior to joining Chess in 2004, David spent fifteen years in public accounting, and with a securities brokerage firm. David graduated from Central Michigan University in 1988 with a degree in Accounting. David resides in Chagrin Falls. Steven Wolken - Director - Investment Management
Steve leads our investment management team and is responsible for coordinating all aspects of the investment process. Steve spent six years with KeyCorp and Victory Capital with a primary focus on the investment management process and analytics. He earned a degree in Finance and Economics, and an MBA from John Carroll University. Steve and his family reside in University Heights. James R. Pruce, CPA - Manager - Financial Consulting
Jim leads our financial consulting team and is responsible for all aspects of gift and estate planning, retirement planning, and general financial planning for our clients. Prior to joining Chess, Jim spent five years working in the audit departments of two major public accounting firms. He graduated from the College of Wooster in 1998 with a Bachelor of Arts degree in Business Economics. Jim and his family reside in Willoughby. Emily Hajec - 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. Carol Treska, CPA - Senior - Family Office Administration
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.
Grace Karsnak - Client Planning Associate
Grace 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. She also is responsible for Human Resources at Chess. Grace has been with Chess for 10 years, and served in various accounting and administrative positions prior to joining Chess. Grace has three grown children and resides in Chagrin Falls.
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. Lisa Morelli - Client Planning Associate
Lisa 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, Lisa spent two years working in the financial aid department at Youngstown State University. She received a Bachelors Degree in Accounting and an MBA from Youngstown State University. Lisa and her family reside in Streetsboro. Michael J. Moss - 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 resides in Mentor. 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 graduated from Ursuline College in 2000 with a Bachelors Degree in Communications and prior to joining Chess; Trishia spent five years as a Production Manager for a publishing company. Trishia and her husband reside in Aurora. Bonny L. Constantino - Client Planning Administrative Associate
Bonny is part of the team that supports the Managing Director’s in delivering each of the three 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. Karen Franklin - Client Planning Administrative Associate
Karen is part of the team that supports the Managing Director’s in delivering each of the three broad services provided by Chess for her assigned clients. She comes to us with a background in bookkeeping and small business administration, as well as property management. She and her family reside in Chardon. Kimberly Herbst - Client Planning Administrative Associate
Kim is part of the team that supports the Managing Director’s in delivering each of the three broad services provided by Chess for her assigned clients. 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. Peggy Shalala - Client Planning Administrative Associate
Peggy is part of the team that supports the Managing Director’s in delivering each of the three 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 Mayfield Heights where she is a member of the Mayor’s Community Council. Lisa Dearden - Client Planning Administrative Associate
Lisa is part of the team that supports the Managing Director’s in delivering each of the three broad services provided by Chess for her assigned clients. 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. Devra G. Woodard - 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.