Staff Directory

Danielle Addison

Danielle Addison

Practice Coordinator to Phil Johnson
419-725-7313

Kelly Arman

Kelly Arman

Registered Assistant to Mark Smigelski
419-725-7312

Sanaa Awada

Sanaa Awada

Manager of Employee Benefit Services
419-725-7353

Cindy Balazs

Cindy Balazs

Employee Group Benefits Administrator
419-725-7295

Lindsey Ball

Lindsey Ball

Assistant to Carleton "Holly" Hollister
419-728-1310

Jennifer Batch

Jennifer Batch

Assistant to
Lincoln Boyle and Damian Ogrodowski
419-725-7226

Kevin Baumeier

Kevin Baumeier

Manager of Risk Services
419-725-7243

Janelle Bihn

Janelle Bihn

Receptionist
419-475-8665

Emily Boyle

Emily Boyle

Investment Department Administrator
419-725-7367

Shirley Bratt

Shirley Bratt

Assistant to John Campbell
419-725-7318

Jennifer Bruning

Jennifer Bruning

Assistant to Matt Holzemer
419-725-7254

Joan Canning

Joan Canning

Human Resource Consultant
419-725-7223

Michelle Cleland

Michelle Cleland

Wellness Coordinator
419-725-7271

Linda Cleveland

Linda Cleveland

Assistant to
Tamy Hagan and Lou Ramirez
419-725-7333

Matt Crawford

Matt Crawford

Client Service Representative for Jeff Marchal
419-725-7255

Nan Crooks

Nan Crooks

Case Manager
419-725-7206

Joyce Dankert

Joyce Dankert

Assistant to Robert Savage
419-725-7233

Autumn Davis

Autumn Davis

Assistant to J.R. Toland
419-725-7329

Ray DeAustria

Ray DeAustria

Technology Associate
419-725-7236

Michelle Del Toro

Michelle Del Toro

Assistant to Mickey Rosenberg
419-725-7227

Melissa Deku

Melissa Deku

Account Executive to Scott Walsh
419-725-7310

Cindy Duke

Cindy Duke

Administrative Assistant to Jason Elchert
419-214-1863

Dan Dunphy

Dan Dunphy

Controller
419-725-7263

Theresa Edwards

Theresa Edwards

Commission Accountant
419-725-7382

Andrew Frautschi

Andrew Frautschi

Supervision and Compliance Associate
419-725-7248

Jenni Fulop

Jenni Fulop

Administrative Assistant to Sean Savage
419-725-7221

Laura Fulop

Laura Fulop

Accident and Health Licensed Administrative Coordinator for Sean Savage
419-725-7276

Ruth Goossen

Ruth Goossen

Registered Assistant to Joel Tschantz
419-725-7222

Liz Harmon

Liz Harmon

Practice Development and Recruitment Coordinator
419-725-7211

Beth Hoye

Beth Hoye

Licensed Assistant to Kelly Savage
419-725-7388

Mallory Jesko

Mallory Jesko

Assistant to Jeffrey Turner
419-725-7337

Christina Kozman

Christina Kozman

Senior Account Manager
419-725-7242

Tony Krncevic

Tony Krncevic

Senior Supervision and Compliance Officer
419-725-7284

Caren Lehman

Caren Lehman

Assistant to Mark Smigelski
419-725-7264

Shannon Loar

Shannon Loar

Marketing and Communications Coordinator
419-725-7324

Kristen Lyell

Kristen Lyell

Senior Investment Department Administrator
419-725-7205

Alison Marchal

Alison Marchal

Assistant to Bill Kanary
419-725-7301

Matt Matuga

Matt Matuga

IT Director
419-725-7320

Robert McMahon

Robert McMahon

Registered Assistant to Adam Glaser
419-725-7316

Marianne Peters

Marianne Peters

Director of People and Performance
419-725-7366

Sue Pierson

Sue Pierson

Assistant to
Wayne Milewski and Steve Milewski
419-725-7282

Robert Pietras

Robert Pietras

Planning & Research Coordinator for Russ Karban
419-725-7335

Beth Wise-Reetz

Beth Wise-Reetz

Senior Investment Department Administrator
419-725-7297

Pam Richardson

Pam Richardson

Account Manager to Pat Paule
419-728-1306

Jean Ross

Jean Ross

Assistant to Sean Savage
419-725-7200

Bonnie Shankle

Bonnie Shankle

Assistant to Steve Morr
419-725-7317

Denise Stark

Denise Stark

Assistant to Tony Desch
419-725-7228

Debbie Ulinski

Debbie Ulinski

Employee Group Benefits Administrator
419-725-7314

Denetta Webber

Denetta Webber

Client Support Specialist to Scott Walsh
419-725-7270

Angie Wilson

Angie Wilson

Registered Client Service Manager for Russ Karban
419-725-7292

Beth Wilson

Beth Wilson

Assistant to Jerry Brandman
419-725-7385

Lisa Withrow

Lisa Withrow

Registered Executive Assistant to Ryan Dauterman
419-728-0308

Tina Woods

Tina Woods

Executive Assistant to Jason Elchert
419-214-1862