With more than 30 years' 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 separately holds Series 7, 63, and 24 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. Ohio advisors based on assets under management.
2. Criteria for inclusion include assets under management, asset growth, years of        
experience, industry compliance, FINRA compliance record, and online accessibility.

Accounts are managed through Commonwealth Financial Network.


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 separately has FINRA Series 7, 63, and 24 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.

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 registrations as an investment advisor representative of Commonwealth Financial Network and is a CERTIFIED FINANCIAL PLANNER™ professional.  Joe is a graduate of the University of Dayton with a Bachelor of Arts degree 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, a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ who joined the firm as Tax Manager in December of 2008, leads our income tax planning and compliance efforts. He also holds FINRA Series 7 and 66 registrations as an Investment Advisor Representative of Commonwealth Financial Network. His past experience includes tax consulting for Deloitte Tax LLP’s private client advisory group. Adam is a member of the American Institute of Certified Public Accountants as well as the Ohio Society of CPA's. He is an honors graduate of The Ohio State University’s Fisher College of Business, where he majored in accounting

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 in 2003 with a BA in business management.

With over 28 years' experience as an administrative specialist, Teresa has joined the Chornyak & Associates team as Administrative Associate. She holds FINRA Series 7 and 66 registrations.  Previously, Teresa served as a Registered Client Associate at Merrill Lynch where she was 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 has over 20 years of experience as a CPA and has a wealth of tax knowledge. She spends a preparing tax returns during the tax season. She has prior experience working at both Thomas R. Day and Arthur Anderson. Bobbi graduated from Muskingum University.

Jean, an Enrolled Agent with the IRS, works in Chornyak & Associates' tax department preparing tax returns for clients. She has over 33 years' 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 brings over 25 years of experience in the financial planning industry to the Chornyak & Associates team.  Her professional credentials include FINRA Series 7, 63, and 66 registrations, 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 holds a BA from the University of Tennessee

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