Our Team

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 

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...

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...

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...

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...

Natassia Shkurka joined Ta-Check Financial in November of 2020 as a Client Service Associate. Natassia is dedicated to supporting advisors, helping clients with tax planning and assisting with all other services provided by Ta-Check...

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...