In Crisis? Text 741741 or Call 216-623-6888

Board of Directors


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

John L. Hertzer, M.D.                             
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                                          
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

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

In Crisis? Text 741741 or Call 216-623-6888

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