Our Team

Connect with our team via LinkedIn, download their electronic business card (vCard) and read a brief bio below.

 
 
MARISA BAILITZ   Trust Executive  BA, The University of Toledo 10+ years estate and trust experience  mbailitz@  tcfona.com  419-865-4980  Find me on LinkedIn     // DOWNLOAD VCARD

MARISA BAILITZ
Trust Executive
BA, The University of Toledo
10+ years estate and trust experience
mbailitz@tcfona.com
419-865-4980
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CHAD BEATY   Executive Officer (Ops)  BBA, Bowling Green State University 20+ years of retirement administration experience 5+ years of operations experience  cbeaty@tcfona.com  419-491-0969  Find me on LinkedIn     // DOWNLOAD VCARD

CHAD BEATY
Executive Officer (Ops)
BBA, Bowling Green State University
20+ years of retirement administration experience
5+ years of operations experience
cbeaty@tcfona.com
419-491-0969
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KERRI BIES   Operations Administrator   kbies@tcfona.com  419-865-1260  Find me on LinkedIn     // DOWNLOAD VCARD

KERRI BIES
Operations Administrator
kbies@tcfona.com
419-865-1260
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MATTHEW BLACK   Principal/Chief Strategy Officer  JD, University of Louisville BA, Miami University 15+ years, trust legal and administrative experience  mblack@tcfona.com  567-429-7020  Find me on LinkedIn     // DOWNLOAD VCARD

MATTHEW BLACK
Principal/Chief Strategy Officer
JD, University of Louisville
BA, Miami University
15+ years, trust legal and administrative experience
mblack@tcfona.com
567-429-7020
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ROBERT W. CABANSKI   Principal  JD, The University of Michigan BA, The University of Toledo 35+ years trust legal and administrative experience  rcabanski@tcfona.com  419-491-1286  Find me on LinkedIn    // DOWNLOAD VCARD

ROBERT W. CABANSKI
Principal
JD, The University of Michigan
BA, The University of Toledo
35+ years trust legal and administrative experience
rcabanski@tcfona.com
419-491-1286
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BRIAN R. CRAIG   Chief Fiduciary Officer   JD, The University of Toledo BS, Miami University 10+ years trust, legal and administrative experience  bcraig@tcfona.com  419-491-1327  Find me on LinkedIn    // DOWNLOAD VCARD

BRIAN R. CRAIG
Chief Fiduciary Officer
JD, The University of Toledo
BS, Miami University
10+ years trust, legal and administrative experience
bcraig@tcfona.com
419-491-1327
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ELENA DELUNA   Operations Administrator  AAS, Spring Arbor University 20+ years banking experience  edeluna@tcfona.com  419-865-3066  Find me on LinkedIn    // DOWNLOAD VCARD

ELENA DELUNA
Operations Administrator
AAS, Spring Arbor University
20+ years banking experience
edeluna@tcfona.com
419-865-3066
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MARK W. EVANS   Principal  Chartered Financial Analyst BBA, Miami University 30+ years investment management experience  mevans@tcfona.com  419-865-1310  Find me on LinkedIn    // DOWNLOAD VCARD

MARK W. EVANS
Principal
Chartered Financial Analyst
BBA, Miami University
30+ years investment management experience
mevans@tcfona.com
419-865-1310
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MATTHEW FALTYS   Chief Investment Officer   mfaltys@tcfona.com

MATTHEW FALTYS
Chief Investment Officer
mfaltys@tcfona.com

CONNIE FARELL   Trust Executive  Certified Public Accountant BA, The University of Toledo 30+ years personal and business tax compliance and consulting experience  cfarell@tcfona.com  419-491-1303  Find me on LinkedIn    // DOWNLOAD VCARD

CONNIE FARELL
Trust Executive
Certified Public Accountant
BA, The University of Toledo
30+ years personal and business tax compliance and consulting experience
cfarell@tcfona.com
419-491-1303
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KAREN GERKEN   Tax Officer  BA and AA, The University of Toledo 25+ years estate and probate experience  kgerken@tcfona.com  419-865-5464  Find me on LinkedIn    // DOWNLOAD VCARD

KAREN GERKEN
Tax Officer
BA and AA, The University of Toledo
25+ years estate and probate experience
kgerken@tcfona.com
419-865-5464
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JILL GRIFFITH   Senior Operations Administrator   jgriffith@tcfona.com  419-491-1296   // DOWNLOAD VCARD

JILL GRIFFITH
Senior Operations Administrator
jgriffith@tcfona.com
419-491-1296

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RENEE GOUBEAUX   Principal  MM, Western Michigan University BM, University of Cincinnati  rgoubeaux@tcfona.com  419-491-1353  Find me on LinkedIn    // DOWNLOAD VCARD

RENEE GOUBEAUX
Principal
MM, Western Michigan University
BM, University of Cincinnati
rgoubeaux@tcfona.com
419-491-1353
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THEODORE T. HAHN   Partner Emeritus  MBA and BBA, The University of Toledo 45+ years investment and economic experience   // DOWNLOAD VCARD

THEODORE T. HAHN
Partner Emeritus
MBA and BBA, The University of Toledo
45+ years investment and economic experience

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DANAYE HAYES   Trust Administrator   dhayes@tcfona.com  419-491-1302   // DOWNLOAD VCARD

DANAYE HAYES
Trust Administrator
dhayes@tcfona.com
419-491-1302

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LORI HEINTSCHEL   Staff Administrator   lheintschel@tcfona.com  419-865-8778  Find me on LinkedIn    // DOWNLOAD VCARD

LORI HEINTSCHEL
Staff Administrator
lheintschel@tcfona.com
419-865-8778
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JULIE BROTJE HIGGINS   Chief Executive Officer  PhD, The Union Institute & University Chartered Financial Analyst MBA and BA, The University of Toledo 30+ years investment and economic experience  jhiggins@tcfona.com   Find me on LinkedIn    // DOWNLOAD VCARD

JULIE BROTJE HIGGINS
Chief Executive Officer
PhD, The Union Institute & University
Chartered Financial Analyst
MBA and BA, The University of Toledo
30+ years investment and economic experience
jhiggins@tcfona.com
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JENNIFER HILDEBRAND   Principal  BBA, Miami University 15+ years financial industry and consulting experience  jhildebrand@tcfona.com  419-865-0295  Find me on LinkedIn    // DOWNLOAD VCARD

JENNIFER HILDEBRAND
Principal
BBA, Miami University
15+ years financial industry and consulting experience
jhildebrand@tcfona.com
419-865-0295
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PATRICIA JACOBS   Principal  BA, The University of Toledo 35+ years trust administrative and operations experience  pjacobs@tcfona.com  419-491-1287  Find me on LinkedIn    // DOWNLOAD VCARD

PATRICIA JACOBS
Principal
BA, The University of Toledo
35+ years trust administrative and operations experience
pjacobs@tcfona.com
419-491-1287
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ANN MCCAULEY   President/COO  JD, The University of Toledo BS, Wake Forest University 15+ years trust, legal and administrative experience  amccauley@tcfona.com  419-865-0852  Find me on LinkedIn    // DOWNLOAD VCARD

ANN MCCAULEY
President/COO
JD, The University of Toledo
BS, Wake Forest University
15+ years trust, legal and administrative experience
amccauley@tcfona.com
419-865-0852
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LINDA MURRAY   Trust Administrator   lmurray@tcfona.com  419-865-8376  Find me on LinkedIn    // DOWNLOAD VCARD

LINDA MURRAY
Trust Administrator
lmurray@tcfona.com
419-865-8376
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DIANE OHNS   Trust Executive  BA, Bowling Green State University 35+ years trust administrative experience  dohns@tcfona.com  419-491-1280  Find me on LinkedIn    // DOWNLOAD VCARD

DIANE OHNS
Trust Executive
BA, Bowling Green State University
35+ years trust administrative experience
dohns@tcfona.com
419-491-1280
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LENORE A. PETERSON   Principal Emeritus  BBA, The University of Toledo 30+ years systems and operations experience  Find me on LinkedIn    // DOWNLOAD VCARD

LENORE A. PETERSON
Principal Emeritus
BBA, The University of Toledo
30+ years systems and operations experience
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BRENDA POLING   Trust Administrator   bpoling@tcfona.com  567-429-7036   // DOWNLOAD VCARD

BRENDA POLING
Trust Administrator
bpoling@tcfona.com
567-429-7036

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RICHARD SASALA   Principal  MS, PhD, Colorado State University Chartered Financial Analyst MBA, Kellogg School of Management, Northwestern University BS, Bowling Green State University  rsasala@tcfona.com  419-491-1279  Find me on LinkedIn    // DOWNLOAD VCARD

RICHARD SASALA
Principal
MS, PhD, Colorado State University
Chartered Financial Analyst
MBA, Kellogg School of Management, Northwestern University
BS, Bowling Green State University
rsasala@tcfona.com
419-491-1279
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MATTHEW SHEETS   Investment Executive  MBA, The University of Toledo BSBA, The Ohio State University  msheets@tcfona.com  419-491-1290  Find me on LinkedIn    // DOWNLOAD VCARD

MATTHEW SHEETS
Investment Executive
MBA, The University of Toledo
BSBA, The Ohio State University
msheets@tcfona.com
419-491-1290
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DAVID A. SNAVELY   Partner Emeritus  JD, The Ohio State University BA, The University of Michigan 35+ years management and administrative experience   // DOWNLOAD VCARD

DAVID A. SNAVELY
Partner Emeritus
JD, The Ohio State University
BA, The University of Michigan
35+ years management and administrative experience

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PATRICIA WINZELER   Investment Administrator  BS, The University of Toledo AAB, The University of Toledo 25+ years investment and economic experience  pwinzeler@tcfona.com  419-865-5523  Find me on LinkedIn    // DOWNLOAD VCARD

PATRICIA WINZELER
Investment Administrator
BS, The University of Toledo
AAB, The University of Toledo
25+ years investment and economic experience
pwinzeler@tcfona.com
419-865-5523
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