Broker Check

Our Team

James Ptacek

Founder and CEO

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 &...
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Dave Ptacek

Vice President

David Ptacek is Vice President and tax planning specialist at Ta-Check Financial. David and his brother, James Ptacek, co-founded Ta-Check Financial in 1997. David also serves as OSJ Branch Manager, supervising over 20 registered...
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Aubrey Strippy

Executive Director

Aubrey joined Ta-Check Financial in 2011 and has been in the financial industry for over 15 years. She holds FINRA Series 7 license, Ohio Life & Heath license, and is also a public notary. Aubrey graduated from Ohio University in 2003...
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Tony Mercuri

Accredited Investment Fiduciary, LPL Financial Planner

Tony is one of Ta-Check Financial most senior advisors and has been working in industry for over 25 years. He received a B.B.A in Finance and B.B.A in management from the University of Cincinnati. Tony is an Accredited Investment...
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Jason Yuhas

LPL Financial Advisor

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...

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Sean Sargent

LPL Financial Advisor

Sean Sargent is a LPL Financial Advisor with Ta-Check Financial and also specializes in individual tax planning. Sean graduated from Baldwin Wallace University with a degree in Business Administration. He started his career in the...
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Marlene Muscovich

LPL Financial Advisor

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

LPL Financial Advisor

Stephen 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 2011 and...
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Jennifer Kunesh

Operations Manager, LPL Registered Sales Assistant

Jen started her career in the financial services industry in 2004 and has previously worked at A.G. Edwards and Raymond James. Jen joined Ta Check in December 2019 as the Business Operations Manager where she will work with all offices...

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Sylvia Geers

LPL Registered Principal

Sylvia Geers joined Ta-Check Financial in 2015. Sylvia is an LPL Registered Principal and OSJ Proxy for Ta-Check; she serves as an internal support, helping to ensure supervisory responsibilities throughout Ta-Check’s branch...
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Lisa Ptacek

Administrative Assistant

Lisa has been blessed to work with her two brothers David and James Ptacek in the family business since 1998. Based out of the Fairview Park location, she assists with paperwork for the financial planning clients. Lisa enjoys working...
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Jaymee R Ellis

LPL Registered Sales Assistant

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...
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Sarah Franklin

Client Service Associate

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...
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Janice Baumann

Human Resource Associate

Janice joined Ta-Check Financial in 2018. She is responsible for Human Resources at Ta-Check Financial. Janice believes that honesty and respect are important characteristics of any business. She is a board member and Financial...

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Tejay Anderson

Administrative Assistant for tax business

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...

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Brian Tabar

IT Specialist

Brian has been with Ta-Check Financial since 2002. 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 Associate

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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Sue Kosey

Administrative Assistant

Sue has been employed with Ta-Check Financial since 2011 and runs the front desk operations at the Parma location. Sue is the welcoming face that greets you when you arrive, and also handles all client phone calls, appointment...
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Cathy Wolff

Administrative Assistant

Cathy has been employed with Ta-Check Financial since 2017. Cathy enjoys her work and loves assisting clients in any way she can. Cathy has been married for 29 years and has two children. She has two grandchildren who she loves...
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Marie Strippy

Administrative Assistant

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...

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Dominic Poshedly

Administrative Assistant

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...

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Matthew Eaton

Administrative Assistant

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...

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Philip Cannato

LPL Financial Advisor

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...

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Mallory Valentine

Administrative Assistant

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...

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Sharon Vasilevicius

Administrative Assistant

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...

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Ed Giaco

LPL Registered Representative

Ed Giaco has been in the financial industry for many years. He holds his Series 6 and 63 registrations with LPL Financial and his Ohio Life and Health License. Ed received an Associates Degree in Science at Cuyahoga Community College...

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Dr. Mario Pavicic

Administrative Assistant

Dr. Mario started his career with Ta-Check Financial just a few months ago. He was a successful dentist in Strongsville for 26 years and recently sold his practice and retired from clinical dentistry. He is also an Adjunct Professor at...
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