About Us
Today, 9 professionals comprise the firm’s team, which includes CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals. Joe, Jr., one of the firm’s CFP® professionals, has been with the team since 1993, carrying on the family tradition into a second generation.
Every move the staff at Chornyak & Associates makes is customized and individualized to our clients' particular goals and objectives. Our team's core belief and philosophy is that before giving advice to a client, the advisor must imagine being in their client’s position.
Chornyak & Associates is supported by a team of wealth management professionals and investment strategists working out of Janney’s corporate headquarters in Philadelphia. Their exceptional depth and breadth of experience in the areas of financial planning, portfolio management, and asset protection, allow for the level of individualized financial management you expect.
With more than 45 years of experience in the financial planning industry, Joe is the Managing Partner of the firm. His financial advisory philosophy is based upon broad investment diversification and conservative risk taking. Over the years, Joe has been named among the nation's top investment advisors by Barron's, a Best-In-State Wealth Advisor by Forbes, and one of the top 400 financial advisors by the Financial Times. Joe is also the author of the book, “The Wealth Maze: Secrets for Navigating the Labyrinth of Life.” He attended the Ohio State University and received the Certified Financial Planner™ professional certification in 1982.
Bob’s career in financial planning spans more than 35 years. At Chornyak & Associates, he provides a wide range of advice, including portfolio management and estate planning. He holds the Certified Financial Planner™ professional designation. Bob has been named one of the top 400 financial advisors by the Financial Times. He is a graduate of the Ohio State University with a degree in business, majoring in finance.
Joe has been with Chornyak & Associates since 1993. In addition to being a financial advisor, he manages internal operations and marketing for the team. He holds the Certified Financial Planner™ professional designation. Joe has been named one of the top 400 financial advisors by the Financial Times. He is a graduate of the University of Dayton with a degree in economics and a minor in finance.
With over 15 years of experience in Wealth Management, Susan has built a reputation of educating and empowering clients to make informed financial decisions regarding their hard-earned money. Utilizing a comprehensive approach to financial planning, Susan offers professional and tailored guidance, ensuring each client’s best interests are at the core of her advice. Susan attended Lee University and holds Series 6, 7 and 66 licenses, as well as Accident & Health, Life and Variable insurance licenses.
Austin joined Chornyak & Associates in December 2021. In his current role, Austin meets with existing clients and he prepares the comprehensive financial plans for new and existing clients. He holds the Certified Financial Planner™ professional designation and has over four years in the financial services industry. In May 2019, he graduated from the University of Cincinnati with a Bachelor of Arts degree in Finance with a concentration in Financial Planning.
Teresa has over 35 years of experience as an administrative specialist in wealth management services. She joined Chornyak & Associates in 2014 and handles complex financial transactions for new and existing clients nationwide. Teresa was previously affiliated with Morgan Stanley as Group Administrator and holds Series 7 and 66 licenses.
Cory joined Chornyak & Associates in September 2015 and is involved in a variety of areas within the firm. He works alongside our Financial Advisors as Paraplanner, while also supporting both clients and advisors with financial transactions and day-to-day operations. He holds an Associate of Architecture degree from Columbus State Community College.
Joyce provides administrative support to the firm's existing clients as well as the financial advisors. She is involved with setting up new investment accounts for clients, processing financial transactions, and she works closely with the financial advisors and clients on a daily basis. Joyce holds a Bachelor of Science degree in Business Administration from the University of Akron.
Cathy joined Chornyak & Associates in October 2021 as our front office receptionist providing administrative support to the staff and clients. She is involved in the day-to-day processing of updates to client records as well as processing incoming checks. Prior to joining our firm, Cathy worked for Nationwide Insurance Company for 37 years. The last 10 years as the Executive Assistant to the President of Nationwide Bank. She holds an Associate’s Degree from Ohio Christian University.
Caitlin joined Chornyak & Associates in August 2024. Her responsibilities include setting up new investment accounts, processing financial transactions, and collaborating daily with both advisors and clients. Caitlin earned her Bachelor of Science in Business Administration from The Ohio State University and previously worked with Northwestern Mutual as an Associate Financial Representative. She holds Series 7 and 63 licenses.