Our Team

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...

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...

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...

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...

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...