Joseph A. Chornyak, Sr., CFP®
With more than 30 years of experience in the financial planning field, Joe is the managing partner of the firm. His financial advisory philosophy is based upon broad investment diversification and conservative risk taking.
He holds FINRA Series 7, 24, and 63 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®. Over the past five years, Joe has been named among the nation's top investment advisors by Barron's1 and has been a featured speaker at the their annual conference. Joe has also been recognized by the Financial Times2 as one of the top 400 independent financial advisors in the country. He attended the Ohio State University and received the CERTIFIED FINANCIAL PLANNER™ professional certification in 1982.
1. To compile this annual list, Barron's uses data provided by advisors and takes a number of criteria(*) into account for this state-by-state ranking, including assets under management(**); revenues generated by advisors for their firms; quality of practices, which includes examination of regulatory records; and philanthropic work. Overall, 3,000 advisors were considered, and 1,200 (40 percent of candidates) were recognized as a 2017 Barron's top financial advisor (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year) Some states may include more advisors than others, in proportion to state populations. This award is not indicative of the wealth manager's future performance. Your experience may vary. The state specific ranking is the same list organized and filtered by advisors located in that state. Prior to 2014, Barron's top financial advisor list consisted of 1000 financial advisors.
(*) Investment performance is not a criterion.
(**) Managed through Commonwealth.
2. FT 400: To compile the 2016 list, the Financial Times evaluated nominees on six primary areas and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM), asset growth, compliance record, experience, credentials, and accessibility. Approximately 985 qualified applications were received; 400 advisors were selected, representing 40.6 percent of applicants. Not indicative of advisor's future performance. Your experience may vary. For the full methodology, please visit ft.com
Robert A. Mauk, CFP®
Bob’s career in financial planning spans more than 25 years. At Chornyak & Associates, he provides a wide range of advice, including portfolio management, tax planning, and estate planning. He joined the firm in 1987 and has held his CERTIFIED FINANCIAL PLANNER™ professional certification since 1991. Bob holds FINRA Series 7, 24, and 63 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®. He is a graduate of the Ohio State University with a degree in business, majoring in finance.
Joseph A. Chornyak, Jr., CFP®
Joe, Jr. has been with Chornyak & Associates since 1993. In addition to being a financial advisor, he is head of internal operations, marketing, and procurement. He holds FINRA Series 7 and 63 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network® and is a CERTIFIED FINANCIAL PLANNER™ professional. Joe is a graduate of the University of Dayton with a BA in economics and a minor in finance.
Jan supports the advisors and clients in the establishment, management, service, and documentation of client investment accounts.
She has been with the firm since February 2000. Her background includes commercial real estate, insurance, and corporate accounting with firms such as Brach Candy and Robert Bosch GmbH in Chicago. Jan graduated with a business degree from the University of Wisconsin - Whitewater.
Adam J. Smetzer, CFP®, CPA
Adam is a CERTIFIED FINANCIAL PLANNER™ Professional who assists clients with all facets of their financial situation to help them reach their goals. He is also a Certified Public Accountant and previously led our in house tax planning and compliance practice. His prior experience includes tax consulting for Deloitte Tax LLP’s Private Client Advisory practice and financial advising at Merrill Lynch. Adam holds FINRA Series 7 and 66 registrations as an Investment Advisor Representative of Commonwealth Financial Network®. He is a member of the Financial Planning Association and graduated from Ohio State University’s Fisher College of Business where he majored in accounting.
Jason E. Liebert
Jason works with the planning staff by developing personal balance sheets for clients and gathering data for new financial plans and annual updates. He has been with Chornyak & Associates since graduating from Wittenberg University with a BA in business management in 2002.
Teresa L. Frazier
With more than 28 years of experience as an administrative specialist, Teresa has joined the Chornyak & Associates team as Administrative Associate. She holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®. Previously, Teresa worked at Merrill Lynch as a client service representative for high-net-worth clients. Her diverse career at Morgan Stanley included processing stock donations and account transfers, managing client service inquiries, allocating employee 401(k) contributions, establishing new accounts for outside investment managers, and other high-level administrative responsibilities.
Bobbi Hrusovsky, CPA
Bobbi has more than 20 years of experience as a CPA and has a wealth of tax knowledge. She spends a great deal of her time at Chornyak & Associates preparing tax returns during the tax season. She has experience working at both Thomas R. Daye and Arthur Anderson. Bobbi graduated from Muskingum University.
Jean A. Thomas, EA
Jean, an Enrolled Agent with the IRS, works in Chornyak & Associates' tax department preparing tax returns for clients. She has more than 33 years of experience, including positions with H&R Block; Rose Hartzell and Richard K. Hopper, CPA; and Thomas R. Daye & Associates, CPAs. At Thomas R. Daye, she served as office manager supervising the accounting and tax-preparer staff as well as reviewing business and individual tax returns.
Carol A. Staton
Client Services Specialist
Carol brings more than 25 years of experience in the financial planning industry to the Chornyak & Associates team. Her professional credentials include FINRA Series 7, 63, and 66 securities registrations through Commonwealth Financial Network®, an MBA from the University of Dayton, and a BS in accounting and finance from Miami University of Ohio. Past positions as a registered representative at Financial Technologies in East Lansing Michigan, Cadre Securities in Ronkonkoma, New York, and Smith Barney in Dayton round out her impressive qualifications that will further enhance our already strong client services capabilities.
Lisa is an experienced administrative specialist, having spent 20 years as executive assistant at the Columbus-area consulting firm, Trincon Group. At Trincon, she was responsible for a wide variety of administrative responsibilities, including professional administrative support to the president, document management, bookkeeping, event coordination, travel management, contract development, systems implementation, vendor relations, expense control, and staff supervision. In addition to performing front-desk responsibilities at Chornyak & Associates, Lisa assists clients and staff by maintaining records, providing general administrative support, and building customer relationships. She has a BA from the University of Tennessee.