Staff Directory

Danielle Addison

Danielle Addison

Practice Coordinator to Phil Johnson and Gary LeSage
419-725-7313

Kelly Arman

Kelly Arman

Practice Manager to Mark Smigelski
419-725-7266

Olivia Arman

Olivia Arman

Administrative Assistant to Mark Smigelski
419-725-7264

Sanaa Awada

Sanaa Awada

Manager of Business Services
419-725-7353

Cindy Balazs

Cindy Balazs

Employee Group Benefits Administrator
419-725-7295

Jennifer Batch

Jennifer Batch

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

Kevin Baumeier, CLU®

Kevin Baumeier, CLU®

Manager of Risk Services
419-725-7243

Linda Bigelow

Linda Bigelow

Employee Benefits Client Service Representative to Scott Walsh
419-725-7270

Janelle Bihn

Janelle Bihn

Receptionist
419-475-8665

Lindsay Bowerman

Lindsay Bowerman

Client Manager for Jeff Marchal
419-725-7251

Emily Boyle

Emily Boyle

Investment Department Administrator
419-725-7367

Jennifer Bruning

Jennifer Bruning

Assistant to Matt Holzemer
419-725-7254

Kenzie Cairns

Kenzie Cairns

Assistant to Julie Fullerton
419-725-7360

Joan Canning

Joan Canning

Human Resource Consultant
419-725-7223

Alex Carney

Alex Carney

Business Development Analyst
419.725.7345

Michelle Cleland

Michelle Cleland

Wellness Coordinator
419-725-7271

Linda Cleveland

Linda Cleveland

Office Coordinator to Tamy Pfaff
419-725-7333

Kim Conaway

Kim Conaway

Executive Assistant & Client Operations for Jason Elchert
419-214-1863

Kaitlin Crawford

Kaitlin Crawford

Client Services Associate to John Metzger
419-725-7362

Amy Crow

Amy Crow

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

Joyce Dankert

Joyce Dankert

Assistant to Robert Savage
419-725-7233

Braden Dauterman

Braden Dauterman

Client Service Associate
419-728-0313

Melissa Deku

Melissa Deku

Account Executive to Scott Walsh
419-725-7310

Michelle Del Toro

Michelle Del Toro

Assistant to Mickey Rosenberg
419-725-7227

Kristina DeMarco

Kristina DeMarco

Client Service Coordinator for Phil Johnson & Gary LeSage
419-725-7237

Jodi Devore

Jodi Devore

Assistant to Jon Brimley and Curtis Frisch
567-429-0252

Dan Dunphy

Dan Dunphy

Controller
419-725-7263

Autumn Duquette

Autumn Duquette

Registered Assistant to Kelly Savage
419-725-7388

Theresa Dutridge

Theresa Dutridge

Supervision and Compliance Officer
419-725-7297

Travis Easton

Travis Easton

IT User Advocate
419-725-7236

Ken Foster

Ken Foster

IT Support Specialist
419-725-7248

Rana Fteiha

Rana Fteiha

Registered Practice Coordinator to Lou Ramirez
419-725-7384

Jenni Fulop

Jenni Fulop

Registered Client Support Coordinator – Sean Savage Team
419-725-7221

Dawn Garver

Dawn Garver

Assistant to Adam Glaser
419-725-7344

Michelle Glowacki

Michelle Glowacki

Client Services Administrator to Sean Savage
419-725-7232

Olympia Gomez

Olympia Gomez

Practice Coordinator for Brian McCabe
419-725-7306

Liz Harmon

Liz Harmon

Director of Recruitment and Practice Development
419-725-7211

Lesa Herman

Lesa Herman

Assistant to Carleton “Holly” Hollister
419-728-0310

Jackson Hollister

Jackson Hollister

Registered Assistant for Carleton “Holly” Hollister
419-725-1314

Melissa Humm

Melissa Humm

Senior Supervision and Compliance Officer
419-725-7238

Paulette Karban

Paulette Karban

Retirement Plan Coordinator for Russ Karban
419-725-7327

Danielle Keyser

Danielle Keyser

Assistant to Joel Tschantz
419-725-7212

Hailey Knapke

Hailey Knapke

Account Manager to Kevin Intagliata
419-725-7379

Jim Konecny

Jim Konecny

Director of Marketing and Communications
419-725-7324

Christina Kozman

Christina Kozman

Senior Account Manager to R.J. Rajner
419-725-7242

Kory Kyler

Kory Kyler

Account Manager for Kevin Intagliata
419-725-7379

Lily Latz

Lily Latz

Client Services Specialist for Russ Karban
419-725-7340

Kristen Lyell

Kristen Lyell

Training and Development Coordinator
419-725-7205

Alison Marchal

Alison Marchal

Assistant to Bill Kanary
419-725-7301

Matt Matuga

Matt Matuga

IT Director
419-725-7320

Stephanie McCormick

Stephanie McCormick

Meeting Coordinator
419-475-8665

Linda McGee

Linda McGee

Registered Assistant to Dennis Rife
419-725-7286

Robert McMahon

Robert McMahon

Registered Assistant to Adam Glaser
419-725-7316

Rachel Mielcarek

Rachel Mielcarek

Compliance Consultant to Matt Holzemer
419-725-7225

Michelle Miller

Michelle Miller

Assistant to Jeff Turner
419-725-7337

Maria Mohler

Maria Mohler

Senior Accountant and License Specialist
419-725-7208

Kara Morris

Kara Morris

Assistant to Tom Lindsay
419-725-7369

Kelli Mortemore

Kelli Mortemore

Assistant to Steve Morr
419-725-7317

Jaclyn Myers

Jaclyn Myers

Assistant to Holly Hollister and Bob Koenigbauer
419-728-0312

Marianne Peters

Marianne Peters

Chief Operating Officer
419-725-7366

Sue Pierson

Sue Pierson

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

Rob Pietras

Rob Pietras

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

Lisa Piotrowicz

Lisa Piotrowicz

Senior Client Service Representative for Jeff Marchal
419-725-7252

Alyssa Posavad

Alyssa Posavad

Practice Coordinator for Kyle Schimming
419-725-7374

Pam Richardson

Pam Richardson

Account Manager to Pat Paule
419-728-0306

Morgan Rohr

Morgan Rohr

Client service representative for Jeff Marchal
419-725-7255

Jean Ross

Jean Ross

Client Onboarding and Service Administrator – Sean Savage Team
419-725-7200

Ryan Salazar

Ryan Salazar

Client Operations Manager – Team Salazar
419-725-7332

Kaitlyn Shaffer

Kaitlyn Shaffer

Assistant to Carleton “Holly” Hollister
419-728-0320

Julia Sharlow

Julia Sharlow

Investment Operations Specialist
419-725-7356

Denise Stark

Denise Stark

Client Services Associate for Tony Desch
419-725-7228

Kelly Tegen

Kelly Tegen

Assistant to Jamie Monagan
419-725-7212

Monica Thomas

Monica Thomas

Insurance Professional to Nick Rightnowar and Megan Rightnowar
419-725-7203

Taylor Thornton

Taylor Thornton

Employee Benefits Administrator
419-725-7295

Debbie Ulinski

Debbie Ulinski

Employee Group Benefits Administrator
419-725-7314

Lisa Weber

Lisa Weber

Commission Specialist
419-725-7382

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

Katie Witte

Katie Witte

Assistant to Joel Tschantz
419-725-7249

Tina Woods

Tina Woods

Registered Client Services Manager for Jason Elchert
419-214-1862

Michelle Wurzel

Michelle Wurzel

Licensed Practice Coordinator to Mark Smith
419-725-7299

Debbie Young

Debbie Young

Renewal Coordinator for Jake Cox
419-725-7381

Katherine Zolciak

Katherine Zolciak

Investment Services Specialist to Megan Rightnowar & Nick Rightnowar
419-725-7261