Staff Directory

Danielle Addison

Danielle Addison

Practice Coordinator to Phil Johnson
419-725-7313

Kelly Arman

Kelly Arman

Registered Assistant to Mark Smigelski
419-725-7266

Sanaa Awada

Sanaa Awada

Manager of Employee Benefit Services
419-725-7353

Cindy Balazs

Cindy Balazs

Employee Group Benefits Administrator
419-725-7295

Jennifer Batch

Jennifer Batch

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

Kevin Baumeier, CLU®

Kevin Baumeier, CLU®

Manager of Risk Services
419-725-7243

Kelly Belote

Kelly Belote

Account Executive
419-725-7379

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

Shirley Bratt

Shirley Bratt

Assistant to John Campbell
419-725-7318

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

Michelle Cleland

Michelle Cleland

Wellness Coordinator
419-725-7271

Linda Cleveland

Linda Cleveland

Assistant to Tamy Hagan
419-725-7333

Kim Conaway

Kim Conaway

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

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

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

Jodi Devore

Jodi Devore

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

James Dewese

James Dewese

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

Dan Dunphy

Dan Dunphy

Controller
419-725-7263

Travis Easton

Travis Easton

IT User Advocate
419-725-7236

Theresa Edwards

Theresa Edwards

Commission Accountant
419-725-7382

Andrew Frautschi

Andrew Frautschi

Supervision and Compliance Associate
419-725-7248

Rana Fteiha

Rana Fteiha

Practice Coordinator
419-725-7384

Jenni Fulop

Jenni Fulop

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

Laura Fulop

Laura Fulop

Client Services Administrator – Sean Savage Team
419-725-7276

Kerigan Gardner

Kerigan Gardner

Assistant to Megan Savage Rightnowar & Nick Rightnowar
419-725-7288

Joy Hajjar

Joy Hajjar

Assistant to Tom Lindsay
419-725-7369

Liz Harmon

Liz Harmon

Recruitment and Practice Development Manager
419-725-7211

Lesa Herman

Lesa Herman

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

Beth Hoye

Beth Hoye

Licensed Assistant to Kelly Savage
419-725-7388

Mallory Jesko

Mallory Jesko

Assistant to Jeffrey Turner
419-725-7337

Paulette Karban

Paulette Karban

Retirement Plan Coordinator for Russ Karban
419-725-7327

Danielle Keyser

Danielle Keyser

Assistant to Jamie Monagan
419-725-7212

Jim Konecny

Jim Konecny

Marketing and Communications Manager
419-725-7324

Christina Kozman

Christina Kozman

Senior Account Manager
419-725-7242

Tony Krncevic

Tony Krncevic

Senior Supervision and Compliance Officer
419-725-7284

Lily Latz

Lily Latz

Client Services Specialist for Russ Karban
419-725-7340

Caren Lehman

Caren Lehman

Assistant to Mark Smigelski
419-725-7264

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

Stephanie McCormick

Stephanie McCormick

Meeting Coordinator
419-475-8665

Linda McGee

Linda McGee

Assistant to Dennis Rife
419-725-7286

Robert McMahon

Robert McMahon

Registered Assistant to Adam Glaser
419-725-7316

Rachel Mielcarek

Rachel Mielcarek

Assistant to Matt Holzemer
419-725-7225

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

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

Laura Prindle

Laura Prindle

Assistant to Jeff Marchal
419-725-7255

Pam Richardson

Pam Richardson

Account Manager to Pat Paule
419-728-0306

Jean Ross

Jean Ross

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

Ryan Salazar

Ryan Salazar

Insurance Agent – Team Salazar
419-725-7332

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

Account Manager
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

Beth Wise-Reetz

Beth Wise-Reetz

Senior Investment Department Administrator
419-725-7297

Amanda Withrow

Amanda Withrow

Assistant to Ryan Dauterman
419-728-1313

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

Client Services Administrator for Jason Elchert
419-214-1862

Michelle Wurzel

Michelle Wurzel

Registered Assistant to Mark Smith
419-725-7299