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Wesley W. Creese, CPA

1/17/2023

 
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Wesley W. Creese, CPA
Principal & Investment Advisor
Pittsburgh - North
Email Wes Creese
Or call ​412.748.0231
“What I love most about my job is giving my clients peace of mind.” 
​As Principal and Investment Advisor at Carnegie Investment Counsel, Wes Creese thrives on bringing peace of mind to his clients through advanced financial, tax and estate planning services. His focus is helping high-net-worth individuals and small businesses. Wes's clients benefit from his 25 years of experience as a financial advisor and 40 years as a Certified Public Accountant.  
 
Before joining Carnegie in 2022, Wes was the founder and President of RiverStone Wealth Management in Wexford, PA, just twenty minutes north of downtown Pittsburgh. He is a current board member at Pine Valley Bible Camp, where he volunteers to help and guide underprivileged, intercity youth. Wes is active in his church, participating in mission trips and other outreach activities. 
 
Wes and his wife Tracey have been married for 40 years and have five children and seven grandchildren. 
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CPA – Certified Public Accountant
Certified Public Accountants are licensed and regulated by their state boards of accountancy. While state laws and regulations vary, the education, experience and testing requirements for licensure as a CPA generally include minimum college education (typically 150 credit hours with at least a baccalaureate degree and a concentration in accounting), minimum experience levels (most states require at least one year of experience providing services that involve the use of accounting, attest, compilation, management advisory, financial advisory, tax or consulting skills, all of which must be achieved under the supervision of or verification by a CPA), and successful passage of the Uniform CPA Examination. In order to maintain a CPA license, states generally require the completion of 40 hours of continuing professional education (CPE) each year (or 80 hours over a two-year period or 120 hours over a three-year period). Additionally, all American Institute of Certified Public Accountants (AICPA) members are required to follow a rigorous Code of Professional Conduct which requires that they act with integrity, objectivity, due care, competence, fully disclose any conflicts of interest (and obtain client consent if a conflict exists), maintain client confidentiality, disclose to the client any commission or referral fees, and serve the public interest when providing financial services. The vast majority of state boards of accountancy have adopted the AICPA’s Code of Professional Conduct within their state accountancy laws or have created their own.

Christene Wojdyla

7/21/2022

 
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Christene Wojdyla
Client Service Representative 
Fort Myers, FL
Email Christene
Or call 239.939.3235
"I thoroughly enjoy interacting with clients so they may ascertain the level of wealth which will allow them to accomplish their life goals."

Chris Wojdyla brings 20 years of client service experience to her role as Client Services Representative. She assists clients with account questions and provides financial assistance as needs arise.

Chris holds certification in paralegal and facilities management. Her community involvement includes volunteering for the Parkinson's Association, Lake Erie College of Osteopathic Medicine Academics, and Harry Chapin Food Bank.

Originating in Plainfield, Illinois, she now lives in Estero, Florida, with her husband and two small "fur baby" dogs. Christene and her husband have two adult children and are very proud of their professional successes.   
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Brandon Thuott

7/21/2022

 
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Brandon Thuott
Client Advisor 
Los Angeles, CA
Email Brandon
Or call 310-941-5544
​Brandon Thuott serves Carnegie as a client advisor. In this role, Brandon focuses on creating a personalized investment plan for his clients. He is passionate about building relationships with clients and their families while working to manage portfolios and investments with future
 generations in mind.
 
Brandon attended the University of Idaho where he graduated with a B.S. in Finance. Outside of the office, Brandon has served time as a volunteer at Autism Society of Los Angeles, Credit and Budget Counselor, Heal the Bay, and ASPCA.
 
Brandon spends his free time outdoors hiking and camping with his wife and son. His hobbies also include visiting national parks, photography, hockey, and wine tasting when he's not watching Formula 1.
 
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Angela Huaynate

7/21/2022

 
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Angela Huaynate 
Client Service Manager
Los Angeles, CA
Email Angela
Or call ​310.789.0000
“I love connecting clients with the solutions they seek and collaborating with my colleagues to ensure requests are met efficiently and timely.”
Angela Huaynate holds the title of Client Service Manager for Carnegie Investment Counsel in the firm’s L.A. office.  Angela is available to respond to clients’ inquiries and requests related to their account(s) in her role at Carnegie.  She assists in client onboarding, account setup, and account maintenance.

Angela brings to Carnegie the experience and knowledge obtained while holding positions in the financial field.  Her past experiences include working with lead advisors and clients to develop financial plans, analyzing clients’ asset allocation, and preparing customized portfolio reporting.

Angela attended the David Nazarian College of Business and Economics at California State University, Northridge, where she received the degree of Bachelor of Science in Finance.

Angela volunteers her time with local organizations Heal the Bay and TreePeople.  She enjoys spending time with her 2 dog fur babies, a 4-year-old Australian Shepherd named Oso and a 14-year-old Chihuahua named Bella. In her free time, you can find Angela traveling, attending live concerts, visiting National Parks, camping/hiking and trying new local restaurants. 
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Andrew Robb

7/21/2022

 
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Andrew Robb
Client Advisor 
Email Andrew RObb
Or call 415.517.8673
“The most rewarding part of working with Carnegie Investment Counsel is that I can truly make a difference in the lives of my clients. Many have become family, so to speak.  I help people for a living, it is very gratifying.”

Andrew Robb is Regional Director in the Orange County (LA) office of Carnegie Investment Counsel.  In this role he consults with his clients on changes in the economy and markets.  Andrew teaches his clients how to assimilate the data and advises them on how these changes could impact reaching their individual goals.

Prior to joining Carnegie, Andrew worked as an Equity trader, Advisor, and Branch Manager for Charles Schwab.  He also held an account executive position at Los Angeles based RIA, where he supervised almost $500k of assets.

Andrew’s community involvement includes volunteering at Habitat for Humanity and once offered his time to coach YMCA soccer.  Also, Andrew is a former membership holder of a San Francisco based charitable organization.

Andrew holds a Biology Degree from Indian River College.  He also attended University of Central Florida where in his Senior year he was promoted to a leadership position with Charles Schwab.

Andrew is the proud father of one. He and his daughter enjoy surfing, snowboarding, wakeboarding, hiking and many assorted adventures. During his free time he loves to cook, read, and golf.
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Denny Johnson

5/24/2022

 
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Denny Johnson 
​Portfolio Management Associate
Cleveland, OH
Email Denny
Or call 216.970.0635
“I love that I have the ability to provide a positive client experience and that I have a role in the client’s reaching their financial goals.”
Denny Johnson serves Carnegie as Portfolio Management Associate. In this role, Denny assists Carnegie’s portfolio managers in addressing client needs and providing them with exceptional service.  
 
Denny continues to build his investment advisory experience, following his previous position at Magis Advisory Group in Avon, OH, as an investment specialist. His background includes portfolio management, trading, operations, and customer service.  
 
Denny holds a bachelor’s degree in finance and an Executive Master of Business Administration degree; both received from Cleveland State University. Denny is a member of the CFA Institute and is a former board member for CSU Ski Club and Mountaineering Club.
 
In his free time, Denny enjoys spending time outdoors backpacking and hiking, riding motorcycles, and traveling.  
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Suzanne O’Sickey

5/24/2022

 
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Suzanne O'Sickey
Client Service Manager 
Cleveland, OH
Email Suzanne
Or call 216.367.4114
“By listening to requests and providing friendly customer service, I can forge strong relationships with clients so they may feel comfortable and confident in our services.”
​Suzanne O’Sickey serves Carnegie as Client Service Manager. In this role, Suzanne addresses client needs and provides them with exceptional customer service.
 
Suzanne’s previous experiences include holding a position as Office Manager for a commercial landscape company. Her assignments included billing, operations, technology, design, and customer service.
 
Suzanne attended the University of Colorado, where she received a Bachelor of Arts degree. She involves herself in various community charitable events and fundraising for Gesu Elementary School & Benedictine High School.
 
Suzanne is a very supportive hockey “mom” to her three sons. She also enjoys skiing, gardening, golfing, and hiking in her free time.
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Henry A. Spain, CLU®, ChFC®

2/2/2022

 
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Henry A. Spain
Senior Portfolio Manager & Wealth Advisor
Cleveland, OH
EMAIL HANK SPAIN
Or call 216-367-4114
“I believe that the investments we have entrusted to us represent the tangible results of not only our clients’ working lives but, in many cases, legacy family assets as well. It has always been my mission to treat one’s wealth with great care, skill and thoughtfulness.” 
Henry A. Spain (Hank) serves as Senior Portfolio Manager and Wealth Advisor working with a select group of individuals, families, and businesses. He listens to them and develops plans to help them build, manage, protect, and benefit from their wealth and investments. 

Prior to joining Carnegie, Hank’s career began as part of the growing financial planning movement in the 80’s. Since then, he developed progressive portfolio management skills—starting at Prudential Securities and was asked to open the current branch of Wells Fargo Advisors in Pepper Pike.  This combination of experience has allowed him to hone management skills for wealth and portfolio advice.

In addition to serving his client base, Hank believes it’s important to serve his community as well. He has served as a founding board member and Secretary of the Gathering Place. He served as Treasurer of Sam’s Scholars (Inner Circle). He is active with LifeAct, which addresses issues for suicide prevention in our community.

Hank earned his Bachelor’s degree from Ohio State University. He has undergone additional business training through the University of Miami Graduate School Administrative Studies as well as The American College of Financial Services. He is a chartered ChFC and a CLU.

Hank and his wife Michele have two children, and their son Nick has also joined Carnegie Investment Counsel. Hank enjoys fitness, skiing, “recreational” golf and all Cleveland sports.
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About Hank Spain's Professional Designations

ChFC® – Chartered Financial Consultant™
ChFC® is a professional designation granted by The American College, Bryn Mawr, Pennsylvania. The ChFC® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold ChFC® certification. To attain the right to use the ChFC® designation, an individual must satisfactorily fulfill the following requirements:
  • Education – Complete a course of study addressing the financial planning subject areas that The American College has determined as necessary for the competent and professional delivery of financial planning services. The American College’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
  • Examination – Pass an examination for each required course. These two hour examinations include case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
  • Experience – Requires at least three years of business experience (or the equivalent, measured as 2,000 hours per year); and
  • Ethics – Agree to be bound by The American College’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for ChFC® certificate holders. 
Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the ChFC® certification:
  • Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
  • Ethics – Agree to be bound by the Standards of Professional Conduct. The Standards prominently require that ChFC® professionals provide financial planning services at a fiduciary standard of care. This means ChFC® professionals must provide financial planning services in the best interests of their clients. ChFC® professionals who fail to comply with the above standards and requirements may be subject to The American College’s enforcement process, which could result in suspension or permanent revocation of their ChFC® certification.

CLU® -Chartered Life Underwriter
A Chartered Life Underwriter® (CLU®) is a designation of life insurance expertise that a financial professional holds that provides for knowledge of the life insurance industry and the underwriting process granted by The American College of Financial Services. A CLU® certification gives advisors:
  • In-depth knowledge of the life insurance industry underwriting process and life insurance law within the guidelines of overall risk assessment
  • The necessary knowledge to help clients and investors address their estate planning needs
  • An understanding of personal finance solutions addressing the life insurance underwriting needs of business owners and professionals
To attain the CLU® Certification an individual must have three years of full-time business experience within the five years preceding the awarding of the designation, take five core and three electives courses, equivalent to 24 semester credit hours, take a final closed-book, proctored exam for each course, and must complete a continuing education requirements of 30 hours every two years after the designation is awarded.

Nick Spain

11/22/2021

 
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Nick Spain
Portfolio Assistant
Cleveland Office
email nick
or call 216-367-4114
Nick Spain serves as Portfolio Assistant at Carnegie Investment Counsel. Nick assists clients in opening accounts and scheduling appointments while responding to client needs and requests as they arise. He enjoys collaborating with the Carnegie team while helping people achieve their financial objectives.
 
Nick earned his Finance Degree from Ohio University in 2016. Outside of Carnegie, Nick volunteers with Coach Sam's Inner Circle Foundation, an organization dedicated to providing educational support to at risk children. In his free time, he enjoys golfing, skiing and cheering on Cleveland sports teams.
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Paul Zappala

11/8/2021

 
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Paul Zappala
Chief Technology Officer
Cleveland, OH
EMAIL PAUL
or call 216-367-4114
Paul Zappala serves Carnegie Investment Counsel as Chief Technology Officer. He brings 42 years of experience in both public and private sector information technology, with over 21 years in the financial services industry.  Before Carnegie, Paul was Chief Compliance Officer, Director of Operations, and Director of Information Technology at Fairport Wealth Management. Previously, he was Information Technology Manager at Conely, Canitano, and Associates, and Data Systems Manager for the Ohio Turnpike Commission.  Paul also served in the United States Marine Corps for 21 years, attaining the rank of Major.

Paul is a graduate of Mary Washington University in Fredericksburg, Virginia, with a B.S. in Computer Science. He also taught computer science and led the instructional department of the Marine Corps Computer Sciences School in Quantico, Virginia.

Paul volunteers with Fill this House, a nonprofit organization dedicated to improving the living conditions of local youth aging out of the foster care system. He also volunteers for Bay Arts, a local nonprofit whose mission is to provide a welcoming lakeside environment to stimulate, encourage and support professional and aspiring artists of all ages through collaboration, education and exhibition.
​
Paul enjoys drone flying, is pursuing an FAA Part 107 commercial drone pilot license, motorcycling riding, and hiking.  Paul resides in Bay Village, Ohio and has three children.
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Carnegie Investment Counsel is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. ​For more information please visit our full disclosures page. ​

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