Association Reserves has been professionally conducting Reserve Studies in the Carolinas since 1995. Due to an increasing volume of work in the region, the North Carolina office was established in order to better serve the needs of our clients. Whether your association is a downtown high-rise, a townhome community, a single-family home development, or a one-of-a-kind resort property on the coast, we have the resources and experience to help you plan now to prepare for your future. We are also aware of the local weather conditions and environmental impacts on your Association’s assets. We are pleased to be able to serve the Carolina region locally and continue to meet the needs of our current customers. Here we serve North Carolina (NC), South Carolina (SC), and Tennessee (TN).
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
A registered professional engineer, Robert has been involved in the Community Association industry since 1982. Robert founded Association Reserves, Inc. in 1986 and has pioneered many widely used reserve funding concepts. For his expertise, he earned the Community Association Institute’s (CAI) Reserve Specialist (RS) designation and has the distinction of being RS #5. Robert was involved in creating the 1998 National Reserve Study Standards and has greatly influenced the Reserve Study industry. He is a past Chairman of CAI’s Reserve Professionals Committee, past Chairman of the Association of Professional Reserve Analysts, and past President of the Community Association’s Institute (CAI) Greater Los Angeles Chapter. Robert regularly writes on the topic of Reserve Studies and is a frequent speaker in industry-sponsored seminars and presentations throughout the United States. He is often called to serve as an expert witness in litigation involving reserve issues.
CAI Educated Business Partner
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.
Frank Moody, joined the Association Reserves team as a project manager in 2022. He earned a Bachelor of Science degree in Business Administration from Auburn University at Montgomery. While earning his degree, Frank worked for River Region Property Management where he worked his way up to a managerial role and eventually took over as a partial owner. While working for and owning the small business, Frank gained meaningful relationships with over 200 clients that stuck with him throughout his
tenure there. After living much of his life between the cities of Montgomery and Auburn, Frank moved to Charlotte, NC in June of 2022 where he now resides. Since working for Association Reserves, he has prepared reserve studies for a variety of different properties from high-rise associations to island communities. Frank is currently working towards earning his Reserve Specialist credentials through CAI.
