Team — CM Wealth | Your Family Office | Wealth Management, Private Investment, Exit Planning

Meet Your CM Wealth Team

Our specialized collective of 25 professionals remains dedicated to the stewardship of 30+ families. We combine deep institutional expertise with the customization and familiarity of a private office.

CM Wealth Partners

Marian Blessing, manager of operations at CM Wealth, a multi-family office serving Cleveland, Akron, and Columbus.

Marian Blessing, CPA
Manager of Operations, Partner

Paul Bodnar is the chief executive officer, chief investment officer, and managing partner at CM Wealth, a multi-family office in Ohio specializing in private investment.

Paul Bodnar
CEO, CIO, Managing Member

Neal B. Colby, CFO and chief compliance officer of CM Wealth, which provides wealth management and concierge lifestyle services.

Neal Colby, CPA, CEPA
Chief Financial Officer, Partner

Veronica A. Eskra is manager of operations at CM Wealth, an employee-owned multi-family office serving 30+ families.

Veronica A. Eskra, CPA-Inactive
Manager of Operations, Partner

Nick Evans, is associate director of investments and partner at CM Wealth, a multi-family office offering private investments where returns are driven by careful manager selection.

Nick Evans, CFA®
Assoc. Dir. of Investments, Partner

Gary G. Isakov is a senior client advisor with CM Wealth, a multi-family office serving Cleveland, Akron, and Columbus.

Gary G. Isakov, CPA-Inactive
Senior Client Advisor, Partner

Amy R. Lorius is a senior client service director with CM Wealth, a family office with 40+ years of experience helping clients unite family members and service providers around a multi-gen strategic plan.

Amy R. Lorius, CFP®
Senior Client Service Director, Partner

R. Douglas McCreery is CEO of CM Wealth, a multi-family office that assists clients with exit planning and business sales.

Douglas McCreery, JD
General Counsel, Partner

Cynthia Resch is a senior investment strategist at CM Wealth, a family office in Ohio helping client families enjoy prosperity, philanthropy, and freedom.

Cynthia Resch
Senior Investment Strategist, Partner

Douglas J. Smorag is chief operating officer at CM Wealth, a multi-family office serving Cleveland, Akron, and Columbus.

Douglas Smorag, CPA, PFS
Chief Operating Officer, Partner

Ben Wallace is director of investments at CM Wealth, a multi-family office in Ohio with more than $2 billion in assets under management.

Aileen P. Werklund is chief client officer at CM Wealth, a multi-family office that joins wealth management with personalized "high-touch" care for ultra-high-net-worth families.

Ben Wallace, CPA, CFA®
Director of Investments, Partner

Aileen Werklund, CFP®
Chief Client Officer, Partner

James W. Wert is a senior client advisor with CM Wealth, a mutli-family office serving Cleveland, Akron, and Columbus.

James W. Wert
Advisory Board Chair, Sr. Advisor

CM Wealth Team

Kyle Allen, Associate Director of Compliance and Legal Services at CM Wealth

Kyle Allen
Assoc. Dir. of Compliance and Legal

Tierney K. Bishop is a client service director with CM Wealth, a multi-family office providing investment advisory and concierge lifestyle services to families in Cleveland, Akron, and Columbus.

Tierney K. Bishop
Client Service Director

Jennifer Bonacci is the office manager at CM Wealth, a multi-family office in Northeast Ohio.

Jennifer Bonacci
Office Manager

Jacalyn Bruffey is an associate at CM Wealth, a multi-family office specializing in private investment and private opportunities.

Jacalyn Bruffey
Associate

Judi Cummings is a senior associate at CM Wealth, a family office focused on helping client families articulate and achieve their legacy.

Judi Cummings
Senior Associate

Theresa Inman is an associate with CM Wealth, a multi-generational family office serving Cleveland, Akron, and Columbus.

Theresa Inman
Associate

Veronica Kalinski-Adams is an associate with CM Wealth, a multi-family office serving Cleveland, Akron, and Columbus.

Veronica Kalinski-Adams
Associate

Kerrie Mills is an adminstrative associate with CM Wealth, a family office offering both wealth management and lifestyle care to 30+ families.

Kerrie Mills
Administrative Associate

Dhairya C. Patel
Investment Associate

Jennifer Schott is an associate at CM Wealth, an employee-owned multi-family office established in 1983 and now serving 30+ families.

Jennifer Schott
Associate

Jason M. Skory is a client services senior associate with CM Wealth, serving ultra-high-net-worth families in Cleveland, Akron, and Columbus.

Jason M. Skory, CTFA
Client Services Senior Associate

Karrie Turczynskyj is an associate with CM Wealth, a family office in Ohio known for its established and robust private investment program.

Karrie Turczynskyj
Associate

CM Wealth is your family office, helping you invest, manage, and transfer wealth in a legacy of purpose

© 2026, CM Wealth

CM Wealth is a marketing name for CM Wealth Advisors LLC, an SEC-registered investment adviser. CM Wealth Advisors LLC is an SEC-registered investment adviser under the Advisors Act of 1940, as amended, providing non-discretionary and discretionary investment advice to its clients on an individual basis. The SEC registration does not constitute an endorsement of CMWA by the Commission nor does it indicate that CMWA has attained a level of skill, training or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only.  Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of CM Wealth as of the date hereof, which are subject to change without notice at any time. CM Wealth does not represent that any opinion or projection will be realized. Neither CM Wealth nor any of its advisers, officers, directors, or affiliates represent that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.