Board of Directors

Officers

Frank Fantozzi, CPA, PFS
Board Chairman
President and CEO, Planned Financial Services

John L. Hertzer, MD
President
Division Chief, Child & Adolescent Psychiatry University Hospitals

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

Loree Vick
Vice Chair
Founder of Vick Communications

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

Thomas R. Cirincione, CFA
Treasurer
Senior Portfolio Manager/SVP, Huntington Private Financial Group

Jennifer Treadway Burke, JD, MSW
Secretary
Care Consultant; Benjamin Rose Institute on Aging

Jelena Bannerman PHR, SHRM-CP
LeadHR Consultant, Progressive Insurance

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

Dr. Michelle Harris
Director, Hawken School

Rakesh Mehra, CFA
RM Investment Management, Inc.

Nicholas Hanek, Esq.
Attorney, Meyers, Roman, Friedberg & Lewis

Jim Hopkins
CEO, CPI-HR

Pamela B. Keefe
(Ret), Chemical Dependency Counselor

Harvey Kotler, CLU
Owner, Harvey Kotler, Inc.

Judith Kovach
(Ret), Progressive Corporation

Jessica Leonard, CPA
Senior Manager, RSM

James Lundquist
Director of Talent Development, PRADCO

Steven J. MacIntyre
IT and Operations Executive

Diane O. Malarik, CPA
President, Moreland Management Company

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

Joe Simms, Esq.
Partner, Reminger Co. LPA