Company History

The Cota Group office

Founding his firm in 1998, Rick Czerniak is an experienced investment professional who has been managing investment portfolios for over two decades. Mr. Czerniak is a registered investment advisor and a graduate of the State University of New York at Buffalo.

Melissa Stochl brings over 25 years of financial and tax planning experience to the firm.  She holds a CPA and RIA license and graduated with a bachelor’s degree from Fontbonne University in St. Louis, MO and a master’s degree from the University of Kansas.  She looks forward to helping you reach your short-term and long-term financial goals.