Danielle Addison
Practice Coordinator to Phil Johnson and Gary LeSage 419-725-7313
Kelly Arman
Practice Manager to Mark Smigelski 419-725-7266
Olivia Arman
Administrative Assistant to Mark Smigelski 419-725-7264
Jennifer Batch
Registered Assistant to Lincoln Boyle and Damian Ogrodowski 419-725-7226
Linda Bigelow
Employee Benefits Client Service Representative to Scott Walsh 419-725-7270
Lindsay Bowerman
Client Manager for Jeff Marchal 419-725-7251
Jennifer Bruning
Assistant to Matt Holzemer 419-725-7254
Kenzie Cairns
Assistant to Julie Fullerton 419-725-7360
Linda Cleveland
Office Coordinator to Tamy Pfaff 419-725-7333
Amy Crow
Executive Assistant to J.R. Toland 419-725-7329
Joyce Dankert
Assistant to Robert Savage 419-725-7233
Braden Dauterman
Client Service Associate to Ryan Dauterman 419-728-0313
Melissa Deku
Account Executive to Scott Walsh 419-725-7310
Michelle Del Toro
Assistant to Mickey Rosenberg 419-725-7227
Kristina DeMarco
Client Service Coordinator for Phil Johnson & Gary LeSage 419-725-7237
Jodi Devore
Assistant to Jon Brimley and Curtis Frisch 567-429-0252
Autumn Duquette
Registered Assistant to Kelly Savage 419-725-7388
Rana Fteiha
Registered Practice Coordinator to Lou Ramirez 419-725-7384
Jenni Fulop
Registered Client Support Coordinator – Sean Savage Team 419-725-7221
Dawn Garver
Assistant to Adam Glaser 419-725-7344
Michelle Glowacki
Client Services Administrator to Sean Savage 419-725-7232
Olympia Gomez
Practice Coordinator for Brian McCabe 419-725-7306
Lesa Herman
Assistant to Carleton “Holly” Hollister 419-728-0310
Jackson Hollister
Registered Assistant for Carleton “Holly” Hollister 419-725-1314
Paulette Karban
Retirement Plan Coordinator for Russ Karban 419-725-7327
Danielle Keyser
Assistant to Joel Tschantz 419-725-7212
Christina Kozman
Senior Account Manager to R.J. Rajner 419-725-7242
Kory Kyler
Account Manager for Kevin Intagliata 419-725-7379
Lily Latz
Client Services Specialist for Russ Karban 419-725-7340
Alison Marchal
Assistant to Bill Kanary 419-725-7301
Linda McGee
Registered Assistant to Dennis Rife 419-725-7286
Robert McMahon
Registered Assistant to Adam Glaser 419-725-7316
Rachel Mielcarek
Compliance Consultant to Matt Holzemer 419-725-7225
Michelle Miller
Assistant to Jeff Turner 419-725-7337
Kara Morris
Assistant to Tom Lindsay 419-725-7369
Kelli Mortemore
Assistant to Steve Morr 419-725-7317
Jaclyn Myers
Assistant to Holly Hollister and Bob Koenigbauer 419-728-0312
Sue Pierson
Assistant to Wayne Milewski and Steve Milewski 419-725-7282
Rob Pietras
Planning & Research Coordinator for Russ Karban 419-725-7335
Lisa Piotrowicz
Senior Client Service Representative for Jeff Marchal 419-725-7252
Alyssa Posavad
Practice Coordinator for Kyle Schimming 419-725-7374
Pam Richardson
Account Manager to Pat Paule 419-728-0306
Morgan Rohr
Client service representative for Jeff Marchal 419-725-7255
Jean Ross
Client Onboarding and Service Administrator – Sean Savage Team 419-725-7200
Ryan Salazar
Client Operations Manager – Team Salazar 419-725-7332
Kaitlyn Shaffer
Assistant to Carleton “Holly” Hollister 419-728-0320
Denise Stark
Client Services Associate for Tony Desch 419-725-7228
Kelly Tegen
Assistant to Jamie Monagan 419-725-7212
Monica Thomas
Insurance Professional to Nick Rightnowar and Megan Rightnowar 419-725-7203
Angie Wilson
Registered Client Service Manager for Russ Karban 419-725-7292
Beth Wilson
Assistant to Jerry Brandman 419-725-7385
Lisa Withrow
Registered Executive Assistant to Ryan Dauterman 419-728-0308
Katie Witte
Assistant to Joel Tschantz 419-725-7249
Tina Woods
Registered Client Services Manager for Jason Elchert 419-214-1862
Michelle Wurzel
Licensed Practice Coordinator to Mark Smith 419-725-7299
Debbie Young
Renewal Coordinator for Jake Cox 419-725-7381
Katherine Zolciak
Investment Services Specialist to Megan Rightnowar & Nick Rightnowar 419-725-7261