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Our Team

James Ptacek

Founder and CEO

Dave Ptacek

Vice President

David Petre

Controller, Tax preparer and Financial Representative

David began his career with Ta-Check Financial in 1999 and is responsible for leading day-to-day finance operations including accounts payable, accounts receivable, payroll and compliance. He provides internal communications with staff...
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Aubrey Strippy

Executive Director

Aubrey started her career with Ta-Check Financial in 2011, and has been in the financial services industry for over ten years. She works alongside President Jim Ptacek on all client service aspects as well as on firm matters for the...
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Tony Mercuri

Certified Income Specialist, Accredited Investment Fiduciary

We are proud to have Tony Mercuri as part of our financial planning department. One of the things we look for, in our advisors, is an unselfish spirit, and a genuine willingness to help people. Anyone that has worked with Tony will...
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Jason Yuhas

Financial Planner and Tax Preparer

Jason began in the financial industry 19 years ago while attending Cleveland State University where he received a degree in Business Administration with a major in Finance. He has been with Ta-Check Financial since 2001 as a Financial...
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Sean Sargent

Financial Advisor and Tax Preparer

Sean graduated from Baldwin Wallace University with a degree in Business Administration and Sport Management. He started his career in financial services with Ta-Check Financial where he specializes in tax preparation and retirement...
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Marlene Muscovich

Financial Advisor and Tax Preparer

Marlene joined Ta-Check Financial in August of 2009. She has been in the financial services industry since 1996, when she began her career with PaineWebber, Inc., now USB Financial Services. She studied Marketing and Business at...
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Stephen Dowdell

Financial Advisor and Tax Preparer

Stephen Dowdell has been with Ta-Check Financial since 2015. He graduated from Cleveland State University where he received a degree in Business Administration with a major in Accounting. He has been in the financial industry since...
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Don Lambo

Registered Assistant and Tax Preparer

Don started with Ta-Check Financial in January of 2004 after 15 years of owning/operating food establishments in downtown Akron and 10 years in the Legal Department of Babcock & Wilcox, which included duties as the Legal Consul at...
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Sylvia Geers

Compliance Officer

Sylvia Geers joined Ta-Check Financial in July 2015 with a background in operations and suitability review.Sylvia's former roles include compliance analyst, investment operations supervisor, and principal reviewer. Sylvia received a...
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Lisa (Ptacek) Eaton

Administrative Assistant

Lisa has been blessed to work with her brothers, Jim and Dave, since 1998. She is based out of the Fairview Park office, and can be found providing support in various capacities with the company. Tax preparation, electronic filing,...

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Tammi Baun

Administrative Assistant

Tammi graduated from Bowling Green State University with a bachelor’s degree in Business Management. She has worked in the financial services industry since 1998 and has been with Ta-Check Financial since 2009. Tammi is involved in her...
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Dawn Williams

Administrative Assistant

Dawn joined Ta-Check Financial in 2005 from the banking industry. She has an educational background in Business Administration and human Resource and is responsible for assisting the Vice President of Ta-Check Financial with day-to-day...
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Amber Wolff

Administrative Assistant

Amber Wolff began her career with Ta-Check Financial as intern while obtaining her associates degree at Bryant & Stratton College in Accounting and Business Administration. Amber works as an administrative assistant supporting numerous...
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Jaymee Rae Ellis

Administrative Assistant

Jaymee recently joined our team in January of 2016. As an Administrative Assistant, Jaymee’s responsibilities include, but are not limited to, preparing financial appointment analytics and spreadsheets, preparing and processing...

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Tejay Anderson

Administrative Assistant for tax business

Tejay began working with Ta-Check Financial in the fall of 2015. He currently assists Controller, David Petre with many accounting functions within the company including accounts payable, accounts receivable, payroll and tax...
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Brian Tabar

IT Specialist

Brian has been with Ta-Check Financial for 18 years. He is responsible for maintaining the computers at the Fairview, Parma and Strongsville offices. Brian is also responsible for handling all the electronic filing of client’s tax...
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Alison Carbone

Marketing Coordinator

Alison joined Ta-Check Financial in 2016 and brings a unique perspective and skill set to all marketing projects. A graduate of Walsh University with a degree in Corporate Communications, Alison has been a marketing professional for...
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Sarah Franklinn

Administrative Assistant

Sarah joined the Ta-Check team in January of 2016. She studied marketing and professional sales at the University of Toledo where she was very involved on campus. Sarah currently works at our Strongsville location but has also worked...
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Matthew Egizii

Administrative Assistant

Matthew studied at John Carroll University and graduated in May 2016. Matthew started his financial career with Ta-Check in September 2016 and is an administrative assistant. Matthew holds his license in Life, Accident and Health...
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