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.
ANN M. MCCAULEY
President / CEO
JD, The University of Toledo
BS, Wake Forest University
21+ years trust, legal and administrative experience
amccauley@tcfona.com
419-865-0852
Find me on LinkedIn
MARISA BAILITZ
Trust Executive
BA, The University of Toledo
15+ years estate and trust experience
mbailitz@tcfona.com
419-865-4980
Find me on LinkedIn
CHAD BEATY
Principal / Executive Officer, Ops
BSBA, Bowling Green State University
25+ years of retirement administration and operations experience
cbeaty@tcfona.com
419-491-0969
Find me on LinkedIn
KERRI BIES
Senior Operations Administrator
kbies@tcfona.com
419-865-1260
Find me on LinkedIn
JIM BINGLE
Trust Executive
JD, The University of Toledo
BS, Ohio University
12+ years trust, legal and administrative experience
jbingle@tcfona.com
419-491-1374
Find me on LinkedIn
ROBERT W. CABANSKI
Principal
JD, The University of Michigan
BA, The University of Toledo
42+ years trust legal and administrative experience
rcabanski@tcfona.com
419-491-1286
Find me on LinkedIn
BRIAN R. CRAIG
Principal / Chief Fiduciary Officer
JD, The University of Toledo
BS, Miami University
16+ years trust, legal and administrative experience
bcraig@tcfona.com
419-491-1327
Find me on LinkedIn
ELENA DELUNA
Operations Administrator
AAS, Spring Arbor University
20+ years banking experience
edeluna@tcfona.com
419-865-3066
Find me on LinkedIn
ERIC DONOFRIO
Investment Officer
Certified Financial Planner
MA, University of Toledo
11+ years of investment management experience
edonofrio@tcfona.com
419-491-1325
Find me on LinkedIn
MARK W. EVANS
Principal
Chartered Financial Analyst
BBA, Miami University
33+ years investment management experience
mevans@tcfona.com
419-865-1310
Find me on LinkedIn
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
RENEE GOUBEAUX
Principal
Certified Financial Planner
MM, Western Michigan University
BM, University of Cincinnati
rgoubeaux@tcfona.com
419-491-1353
Find me on LinkedIn
DANAYE HAYES
Trust Administrator
dhayes@tcfona.com
419-491-1302
LORI HEINTSCHEL
Staff Administrator
lheintschel@tcfona.com
419-491-1356
Find me on LinkedIn
JENNIFER HARDER
Principal
BBA, Miami University
20+ years financial industry and consulting experience
jharder@tcfona.com
419-865-0295
Find me on LinkedIn
PATRICIA JACOBS
Principal Emeritus
BA, The University of Toledo
35+ years trust administrative and operations experience
Find me on LinkedIn
DARRYL LYCOURT JR
Investment Officer
BBA, The University of Toledo
20+ years private banking and investment management experience
dlycourt@tcfona.com
419-491-1368
Find me on LinkedIn
BETH MATTIMOE
Trust Executive
BA, The University of Toledo
15+ years retirement administration and consulting experience
bmattimoe@tcfona.com
419-491-1359
Find me on LinkedIn
DANIEL MILLER
Investment Executive
MS, University of Notre Dame
BA, University of Michigan
dmiller@tcfona.com
419-491-1366
Find me on LinkedIn
ASHLEY MONROE
Operations Administrator
amonroe@tcfona.com
419-491-0968
Find me on LinkedIn
LINDA MURRAY
Trust Administrator
lmurray@tcfona.com
419-865-8376
Find me on LinkedIn
BRENDA POLING
Trust Administrator
bpoling@tcfona.com
567-429-7036
AMBER RICE
Trust Administrator
MBA, The University of Toledo
BA, The University of Toledo
20+ years administrative experience
arice@tcfona.com
419-491-1320
Find me on LinkedIn
SCOTT G. RICHTER
Chief Investment Officer
Chartered Financial Analyst
MBA, Harvard Graduate School of Business
BSME, University of Rochester
27+ Years of investment experience
srichter@tcfona.com
419-491-1332
Find me on LinkedIn
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
CATHY SICKLES
Estate & Trust Settlement Specialist
csickles@tcfona.com
419-491-1324
LISSA STREACKER
Executive Officer, Findlay
23+ years financial industry experience
lstreacker@tcfona.com
419-491-1318
Find me on LinkedIn
ANGELA S. THOMAS
Trust Executive
Certified Trust and Fiduciary Advisor
MBA, Heidelberg University
BS, The University of Toledo
18+ years financial industry experience
athomas@tcfona.com
419.491.1347
Find me on LinkedIn
ANDREW WETTLE
Trust Executive
Certified Public Accountant
BBA and MSA, The University of Toledo
12+ years personal and business tax compliance and consulting experience
awettle@tcfona.com
419-491-1330
Find me on LinkedIn
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