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Board of Directors

Officers

Frank Fantozzi, CPA, MST, PFS, CDFA, AIF
Chairman of the Board
President and Founder, Planned Financial Services

John L. Hertzer, M.D.
President
Division Director, Child & Adolescent Psychiatry
University Hospitals Cleveland Medical Center

Marilena DiSilvio, Esq.
Vice Chairman
Partner, Elk & Elk

Loree Vick, Vice Chairman
Founder, Vick Communications

William A. Wortzman, CPA, Esq.
Vice Chairman, Chair of Endowment
President and Owner, Wortzman & Gingerich Company

Robert Perkins IV
Treasurer, Chair of Finance Committee
Investment Representative, Financial Advisor
Securities America, Inc.

Thomas R. Cirincione, C.F.A.
Assistant Treasurer
Senior Portfolio Manager/Senior VP
Huntington Private Bank

Judith Caster, LISW-S
Secretary
Chair of Education Program Committee

Daniel G. Berick, Esq.
Partner, Squire Patton Boggs (US) LLP

Jennifer Treadway Burke, J.D., M.S.W.
Founder, MooBoo Resources, LLC

Sandhya Gupta, Esq.
Co-Chair of Diversity Initiative Of Counsel
The Chandra Law Firm LLC

Jim Hopkins
President, CPI-HR

Pamela B. Keefe

Harvey Kotler, CLU

Judith Kovach
Co-Founder & Chair
Cleveland Kids’ Book Bank

Jessica Leonard, CPA
Senior Manager, RSM

James Lundquist
VP of Consulting Services, PRADCO

Steven J. Maclntyre

Diane O. Malarik, CPA
Managing Director, COO & Treasurer
Moreland Management Company

Christina M. Moran, Ph.D.
Business Unit Manager
MarshBerry

Richard W. Owens
Financial Services Executive

Peter D. Roth, J.D.

John D. Wheeler, Esq.
Attorney at Law

Colin Wilkinson
VP Controller – Hydraulics Group
Parker Hannifin Corporation