Association Reserves has been conducting Reserve Studies in Ohio and the Northeast for over 30 years. Our clients range from large master planned communities & downtown high-rises to small townhome & apartment-style condominium associations. In order to meet the growing needs of our Ohio & Northeast Reserve Study clients, the Ohio office was established in 2022. Our goal in preparing Reserve Studies is to provide our expertise to help you make informed and responsible decisions regarding reserve funding. We appreciate the opportunity to help clients of any property types plan for the future so that they have adequate Reserves when required, that they have budget stability, that they fairly distribute contributions and that they are making fiscally responsible decisions. Here we serve Ohio (OH), Michigan (MI), Indiana (IN), West Virginia (WV), Kentucky (KY), Vermont (VT), New Hampshire (NH), Rhode Island (RI), Massachusetts (MA), and Maine (ME).
We offer a range of services to meet every budget and need. We focus on high quality and to exceed expectations with each Reserve Study and professional service.
| Level of Service | Site Visit | Measurements | Component List | Condition Assessment | Photographs | Price |
|---|---|---|---|---|---|---|
| Reserve Study- Full | Yes | Yes | Created from Scratch | Yes | Yes | $$$ |
| Reserve Study Update- With Site Visit | Yes | No | Updated from Prior Report | Yes | Yes | $$ |
| Reserve Study Update- No Site Visit | No | No | Updated from Prior Report | Yes | No | $ |
| Do-it-Yourself Reserve Study Kit | No | No | Provided by Client | No | No | $499 |
Governments buildings & facilities at the federal, state, county and city levels as well as commercial or mixed use developments
Day camps, overnight camps, retreat centers, and properties owned and maintained by any charitable organization
Club or organization that owns and maintains property as well as private or public recreation centers
Co-Lee joined Association Reserves in 2022, bringing over 20 years of expertise in the Common Interest Development industry. She has managed and provided reserve analysis consultations for a diverse range of developments, including HOAs, condominiums, private clubs, churches, campgrounds, schools, and water districts. Since shifting her focus to the Midwest and Northeast, Co-Lee has applied her extensive experience to help associations with long-term planning and sustainability in these regions. For the past two years, she has also served on the National Reserve Study Standards Committee, playing a key role in shaping industry standards. Her professional qualifications include the prestigious Association Management Specialist (AMS) #4859, Professional Community Association Manager (PCAM) #1963, and Reserve Specialist (RS) #367 designations, awarded by the Community Association Institute (CAI). 
David Whann, MBA, RS, EBP joined the Association Reserves – FL team in 2016, and now represents Association Reserves as the Director of Operations. A lifelong Florida resident, David obtained both his Bachelor’s Degree in Accounting and Master’s Degree in Business Administration from the University of South Florida. He has prepared Reserve Studies for a wide range of property types, from luxury high-rise properties to sprawling single-family home communities. David earned the Community Associations Institute (CAI) designation of Reserve Specialist (RS #369). David’s other responsibilities include the development of internal tools and systems to ensure our studies are accurate, comprehensive, and consistent with the latest industry trends and knowledge.
Jacob Conley, EBP joined the Association Reserves team as a Project Manager in 2022. He earned a Bachelor of Science Degree in Civil Engineering from Trine University and an Associate in Science degree from Black Hawk College. At Trine University, Jake was the treasurer for the Institute of Transportation Engineers (ITE), as well as captain of the school’s baseball team. Prior to joining our firm, Jake worked in the construction field for general contractors. In his prior project engineering roles, Jake oversaw construction for large commercial projects. Jake earned his Reserve Specialist credential through CAI in 2024 and primarily services our clients in the greater Tampa Bay-Orlando corridor and along the Gulf Coast.
Charianna Miller joined the Association Reserves team in October 2023 as a Project Manager and Business Development Manager serving the Ohio and Midwest region. She began her career in San Diego and Orange County, California, where she managed a large portfolio of community associations of varying sizes. In that role, she oversaw budgeting, capital projects, maintenance planning, and board support, giving her firsthand insight into how long-term financial decisions impact the daily operations of a community.
Her background in community association management naturally led her into reserve study work. With experience navigating real-world operational challenges, vendor relationships, and asset maintenance cycles, Charianna brings a practical, management-focused perspective to long-term financial planning. This unique combination allows her to bridge the gap between on-site community needs and strategic capital planning, ensuring clients receive clear, actionable guidance tailored to their specific properties.
At Association Reserves, Charianna manages reserve study projects across the Midwest while also leading regional business development initiatives and supporting industry partnerships.
