Serving the State of Ohio & the Northeast

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).

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Our Team

Co-Lee Grev, AMS, PCAM, RS

President

David Whann, MBA, RS

Director of Operations

Paige Schauermann

Marketing Manager

"Co-Lee quickly processed and sent out our reserve study reports with timely follow-up to questions and inquiries."

Patrick Griffin

"Co-Lee Grev is knowledgeable, pleasant and helpful."

Thomas Mark

Need a Reserve Study Proposal?

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Our Services

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.

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Which Level of Service is Right for My Property?
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What Happens Next?
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

We work with all types of properties

Association Governed Communities

Association Governed Communities

Condos, Co-ops, HOAs, POAs, PUDs, Townhomes, etal.

Vacation Ownership Resorts

Vacation Ownership Resorts

Timeshares, Fractionals, Travel Clubs, & Vacation Clubs

Municipalities & Commercial Properties

Municipalities & Commercial Properties

Governments buildings & facilities at the federal, state, county and city levels as well as commercial or mixed use developments

Worship Facilities

Worship Facilities

Properties owned by any faith community

Schools, Colleges, & Univesities

Schools

Private and public schools, school districts, colleges and universities

Camps, Retreats & Charitable Organizations

Camps, Retreats & Charitable Organizations

Day camps, overnight camps, retreat centers, and properties owned and maintained by any charitable organization

Private Clubs & Recreation Centers

Private Clubs & Recreation Centers

Club or organization that owns and maintains property as well as private or public recreation centers

Other Types of Properties

Other Types of Properties

Our Reserve Studies Clearly Spell Out What Needs to be Reserved for, Evaluate the Strength of the Current Reserve Fund and Recommend a Funding Plan

Every Reserve Study includes Three Key Results

COMPONENT LIST- detailing the scope and schedule of all Reserve Projects

CALCULATION OF RESERVE FUND STRENGTH (%-Funded)

CUSTOM FUNDING PLAN going forward that allows for timely repairs & replacements with an emphasis on avoiding supplemental funding sources

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Co-Lee Grev, AMS, PCAM, RS

President
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

Director of Operations

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.

Paige Schauermann

National Marketing Manager

Paige joined Association Reserves in 2012 after graduating from California Lutheran University with a Masters degree in Business Administration. A native of Colorado, she obtained a BS in Business Marketing from the University of Northern Colorado. Her undergraduate education also included a semester at Griffith University in Queensland, Australia. Paige worked in numerous advertising and marketing capacities while attending college. In her role at Association Reserves, Paige serves as the “face” of Association Reserves, promoting our company image and expertise in markets where Reserve Study services are needed and utilized. Her experience with trade show operations, her knowledge of business, and her marketing passion and creativity makes her an excellent addition to our team and an asset to our clients.

CREDENTIALS

CAI Educated Business Partner