Danielle Addison
Practice Coordinator to Phil Johnson
419-725-7313
Kelly Arman
Practice Manager to Mark Smigelski
419-725-7266
Sanaa Awada
Manager of Business Services
419-725-7353
Cindy Balazs
Employee Group Benefits Administrator
419-725-7295
Jennifer Batch
Assistant to Lincoln Boyle and Damian Ogrodowski
419-725-7226
Kevin Baumeier, CLU®
Manager of Risk Services
419-725-7243
Linda Bigelow
Employee Benefits Client Service Representative to Scott Walsh
419-725-7270
Janelle Bihn
Receptionist
419-475-8665
Lindsay Bowerman
Client Manager for Jeff Marchal
419-725-7251
Emily Boyle
Investment Department Administrator
419-725-7367
Shirley Bratt
Retiree Services Specialist to Megan Rightnowar & Nick Rightnowar
419-725-7318
Jennifer Bruning
Assistant to Matt Holzemer
419-725-7254
Kenzie Cairns
Assistant to Julie Fullerton
419-725-7360
Joan Canning
Human Resource Consultant
419-725-7223
Alex Carney
Business Development Analyst
419.725.7345
Michelle Cleland
Wellness Coordinator
419-725-7271
Linda Cleveland
Assistant to Tamy Pfaff
419-725-7333
Kim Conaway
Executive Assistant & Client Operations for Jason Elchert
419-214-1863
Kaitlin Crawford
Client Services Associate to John Metzger and Kyle Schimming
419-725-7362
Nan Crooks
Case Manager
419-725-7206
Joyce Dankert
Assistant to Robert Savage
419-725-7233
Autumn Davis
Assistant to J.R. Toland
419-725-7329
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
567-429-0252
Dan Dunphy
Controller
419-725-7263
Theresa Dutridge
Investment Operations and Supervision Specialist
419-725-7297
Travis Easton
IT User Advocate
419-725-7236
Theresa Edwards
Commission Accountant
419-725-7382
Rana Fteiha
Registered Practice Coordinator to Lou Ramirez
419-725-7384
Jenni Fulop
Registered Client Support Coordinator – Sean Savage Team
419-725-7221
Kerigan Gardner
Practice Coordinator to Megan Rightnowar & Nick Rightnowar
419-725-7288
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
Joy Hajjar
Assistant to Tom Lindsay
419-725-7369
Faith Hall
Client Service Coordinator for Joel Tschantz
419-725-7222
Liz Harmon
Director of Recruitment and Practice Development
419-725-7211
Lesa Herman
Assistant to Carleton “Holly” Hollister
419-728-0310
Jackson Hollister
Marketing Coordinator for Carleton “Holly” Hollister
419-725-1314
Beth Hoye
Licensed Assistant to Kelly Savage
419-725-7388
Melissa Humm
Senior Supervision and Compliance Officer
419-725-7238
Mallory Jesko
Assistant to Jeffrey Turner
419-725-7337
Paulette Karban
Retirement Plan Coordinator for Russ Karban
419-725-7327
Danielle Keyser
Assistant to Jamie Monagan
419-725-7212
Jim Konecny
Director of Marketing and Communications
419-725-7324
Christina Kozman
Senior Account Manager to R.J. Rajner
419-725-7242
Lily Latz
Client Services Specialist for Russ Karban
419-725-7340
Kristen Lyell
Training and Development Coordinator
419-725-7205
Alison Marchal
Assistant to Bill Kanary
419-725-7301
Matt Matuga
IT Director
419-725-7320
Stephanie McCormick
Meeting Coordinator
419-475-8665
Linda McGee
Registered Assistant to Dennis Rife
419-725-7286
Robert McMahon
Registered Assistant to Adam Glaser
419-725-7316
Rachel Mielcarek
Assistant to Matt Holzemer
419-725-7225
Maria Mohler
Senior Accountant and License Specialist
419-725-7208
Kelli Mortemore
Assistant to Steve Morr
419-725-7317
Jaclyn Myers
Assistant to Holly Hollister and Bob Koenigbauer
419-728-0312
Emily Oehlers
Client Services Coordinator to Gary LeSage and Phil Johnson
419-725-7237
Marianne Peters
Chief Operating Officer
419-725-7366
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
Client Service Representative for Jeff Marchal
419-725-7252
Laura Prindle
Assistant to Jeff Marchal
419-725-7255
Pam Richardson
Account Manager to Pat Paule
419-728-0306
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
Monica Thomas
Insurance Professional to Nick Rightnowar and Megan Rightnowar
419-725-7203
Debbie Ulinski
Employee Group Benefits Administrator
419-725-7314
Angie Wilson
Registered Client Service Manager for Russ Karban
419-725-7292
Beth Wilson
Assistant to Jerry Brandman
419-725-7385
Amanda Withrow
Assistant to Ryan Dauterman
419-728-1313
Lisa Withrow
Registered Executive Assistant to Ryan Dauterman
419-728-0308
Katie Witte
Assistant to Joel Tschantz
419-725-7249
Tina Woods
Client Services Administrator for Jason Elchert
419-214-1862
Michelle Wurzel
Registered Assistant to Mark Smith
419-725-7299
Katherine Zolciak
Investment Services Specialist to Megan Rightnowar & Nick Rightnowar
419-725-7261
