Financial Planning, Family Wealth Planning, Investment Portfolio Management with Trust Company Family Offices Meta Description: Trust Company Family Offices manages and coordinates the affairs of families and their individual members as they navigate real-life challenges that deeply impact family we
 

Our Team

Meet the Trust Company Family Offices team that manages and coordinates the affairs of families and their individual members as they navigate real-life challenges that deeply impact family wealth, vision and legacy.

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 25+ years of retirement administration and operations experience  cbeaty@tcfona.com  419-491-0969  Find me on LinkedIn    // DOWNLOAD VCARD

CHAD BEATY
Executive Officer (Ops)
BBA, Bowling Green State University
25+ years of retirement administration and 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  MBA, The University of Toledo BS, Bowling Green State University 25+ years investment and economic experience   mfaltys@tcfona.com  419-491-1314  Find me on LinkedIn    // DOWNLOAD VCARD

MATTHEW FALTYS
Chief Investment Officer
MBA, The University of Toledo
BS, Bowling Green State University
25+ years investment and economic experience
mfaltys@tcfona.com
419-491-1314
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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 Chartered Financial Analyst 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
Chartered Financial Analyst
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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