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
Madison Bressler
Assistant to Carleton “Holly” Hollister
419-728-1320
Jennifer Bruning
Assistant to Matt Holzemer*
419-725-7254
Beverly Bunch
Client Service Assistant to Ryan Dauterman
419-728-0315, ext. 1315
Kenzie Cairns
Client Service Coordinator to Nick Rightnowar and Megan Rightnowar
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
Melissa Deku
Account Executive to Scott Walsh
419-725-7310
Michelle Del Toro
Assistant to Mickey Rosenberg
419-725-7227
Jodi Devore
Assistant to Jon Brimley and Curtis Frisch
567-429-0250 – ext. 1
Madeline Downey
Client services associate for John Metzger
419-725-7362
Hallah Fonseca
Financial Services Specialist for Russ Karban
419-725-7387
Rana Fteiha
Registered Practice Coordinator to Lou Ramirez
419-725-7384
Jenni Fulop
Registered Paraplanner – Sean Savage Team
419-725-7221
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
Alison Marchal
Assistant to Bill Kanary
419-725-7301
Linda McGee
Registered Assistant to Dennis Rife
419-725-7286
Tess McGeorge
Client support coordinator for Sean Savage Team
419-725-7350
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
Lily Parker
Client Services Specialist for Russ Karban
419-725-7340
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
Yvonne Pokornik
Assistant to Julie Fullerton
419-725-7360
Megan Recker
Assistant to Kelly Savage
419-725-7388
Pam Richardson
Senior 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
Denise Stark
Client Services Associate for Tony Desch
419-725-7228
Kelly Tegen
Assistant to Jamie Monagan
419-725-7212
Monica Thomas
Medicare and Insurance Professional to Nick Rightnowar and Megan Rightnowar
419-725-7203
Alyssa Urban
Practice Coordinator for Kyle Schimming
419-725-7374
Ann Marie Weasel
Registered Assistant to David Cornwell
419-228-4646
Angie Wilson
Registered Client Service Manager for Russ Karban
419-725-7292
Beth Wilson
Assistant to Jerry Brandman
419-725-7385
Meradith Wisniewski
Practice Coordinator to Mikayla Becker*
419-725-7202
Lisa Withrow
Registered Executive Assistant to Ryan Dauterman
419-728-0308
Katie Witte
Assistant to Joel Tschantz
419-725-7249
Kristina Womack
Client Service Coordinator for Phil Johnson & Gary LeSage
419-725-7237
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
Practice Coordinator to Megan Rightnowar & Nick Rightnowar
419-725-7261
