Our Team

James “Jim” Ptacek co-founded Ta-Check Financial with his brother David. Jim has been in the financial industry for over 30 years. He started in the industry in 1989 at Kidder Peabody. He then worked with Divito &...

Aubrey joined Ta-Check Financial in 2011 and has been in the financial industry for over 15 years. She holds FINRA Series 7 license through LPL Financial, Ohio Life & Heath license, and is also a public notary. Aubrey graduated from Ohio 

Jason began his career in the financial industry 20 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...

Jaymee joined Ta-Check Financial in 2014. She is currently a LPL Registered Sales Assistant at our Fairview Park location. Jaymee graduated from Ohio State University, Fisher College of Business with a bachelor’s degree in...

Sarah joined Ta-Check Financial in January of 2016. She graduated from The University of Toledo in 2015 where she received her bachelor’s degree in Business Administration with a focus in Marketing. Sarah works as a Client...

Tejay began working with Ta-check Financial in 2015. He works close with Janice Baumann on the day to day finance operations including accounts payable, accounts receivable and payroll. He provides internal carrier service to all...

Marie joined Ta-Check Financial in December 2018 and runs our front desk operations at the Strongsville location. She is the welcoming face that will greet you when you arrive, and also handles client phone calls, appointment...

Dominic Poshedley is an Administrative Assistant at Ta-Check Financial. Dominic is dedicated to supporting advisors, helping clients with tax planning and assisting with all other services provided by Ta-Check Financial. Dominic has...

Christian Pratt joined Ta-Check Financial in January of 2020 as an Administrative Assistant. Christian is dedicated to supporting advisors, helping clients with tax planning and assisting with all other services provided by Ta-Check...

Matthew joined Ta-Check Financial in January of 2017. As an administrative assistant his responsibilities include preparing information for future appointments between clients and advisors, assisting with processing requests and...

Phil Cannato joined Ta-Check Financial in 2002. Phil is a former educator on both the secondary and collegiate levels. Phil has a Bachelor of Science degree from Defiance College in Defiance, Ohio and received his M.Ed. from Miami...

Mallory joined Ta-Check Financial at the Fairview Park location in January of 2018. She runs the operations at the front desk, handling client phone calls, scheduling appointments and helping as needed. Mallory enjoys the clients and...

Sharon is the Office Manager of Sharaba’s Financial Services and Executive Assistant to Tony Mercuri. The vast knowledge she has gained through her many years of experience allows her to provide exceptional service to all of his...

Chuck Joined Ta-Check Financial in 2019 and has been in the financial industry for 27 years.  He specializes in developing financial plans for his clients and helping them with their current and future income needs.  He holds...

Mackenzie serves as a client service associate, working directly with advisors to help provide assistance and maintain a customized financial plan for their clients.Prior to joining Ta-Check Financial, Mackenzie worked for Fifth Third...