Experienced, Purpose-Driven, and Highly Credentialed
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.
Our Professionals
ANN M. MCCAULEY
President / CEO
JD, The University of Toledo
BS, Wake Forest University
amccauley@tcfona.com
419-865-0852
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Investment Team
ERIC DONOFRIO
Investment Executive
Certified Financial Planner
MA, University of Toledo
edonofrio@tcfona.com
419-491-1325
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MARK W. EVANS
Investment Executive/Equity Strategist
Chartered Financial Analyst
BBA, Miami University
mevans@tcfona.com
419-865-1310
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RENEE GOUBEAUX
Investment Executive
Certified Financial Planner
MM, Western Michigan University
BM, University of Cincinnati
rgoubeaux@tcfona.com
419-491-1353
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DARRYL LYCOURT JR
Investment Executive
BBA, The University of Toledo
dlycourt@tcfona.com
419-491-1368
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DANIEL MILLER
Investment Executive
MS, University of Notre Dame
BA, University of Michigan
dmiller@tcfona.com
419-491-1366
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SCOTT G. RICHTER
Chief Investment Officer
Chartered Financial Analyst
MBA, Harvard Graduate School of Business
BSME, University of Rochester
srichter@tcfona.com
419-491-1332
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RICHARD SASALA
Investment Executive / Fixed Income Strategist
Chartered Financial Analyst
MS, PhD, Colorado State University
MBA, Kellogg School of Management, Northwestern University
BS, Bowling Green State University
rsasala@tcfona.com
419-491-1279
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PATRICIA WINZELER
Investment Administrator
BS, The University of Toledo
AAB, The University of Toledo
pwinzeler@tcfona.com
419-865-5523
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Administrative Team
MARISA BAILITZ
Trust Executive
BA, The University of Toledo
mbailitz@tcfona.com
419-865-4980
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JIM BINGLE
Trust Executive
JD, The University of Toledo
BS, Ohio University
jbingle@tcfona.com
419-491-1374
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ROBERT W. CABANSKI
Trust Executive
JD, The University of Michigan
BA, The University of Toledo
rcabanski@tcfona.com
419-491-1286
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BRIAN R. CRAIG
Chief Fiduciary Officer
JD, The University of Toledo
BS, Miami University
bcraig@tcfona.com
419-491-1327
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KAREN GERKEN
Accounting and Tax Officer
Trust Administrator
BA and AA, The University of Toledo
kgerken@tcfona.com
419-865-5464
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DANAYE HAYES
Trust Administrator
dhayes@tcfona.com
419-491-1302
LORI HEINTSCHEL
Staff Administrator
lheintschel@tcfona.com
419-491-1356
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JENNIFER HARDER
Trust Executive
BBA, Miami University
jharder@tcfona.com
419-865-0295
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BETH MATTIMOE
Trust Executive
Retirement Plan Specialist
BA, The University of Toledo
bmattimoe@tcfona.com
419-491-1359
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LINDA MURRAY
Trust Administrator
lmurray@tcfona.com
419-865-8376
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BRENDA POLING
Human Resources Officer
Trust Administrator
bpoling@tcfona.com
567-429-7036
CATHY SICKLES
Estate & Trust Settlement Specialist
csickles@tcfona.com
419-491-1324
LISSA STREACKER
Executive Officer, Findlay
lstreacker@tcfona.com
419-491-1318
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ANGELA S. THOMAS
Trust Executive
Certified Trust and Fiduciary Advisor
MBA, Heidelberg University
BS, The University of Toledo
athomas@tcfona.com
419.491.1347
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ANDREW WETTLE
Trust Executive
Certified Public Accountant
BBA and MSA, The University of Toledo
awettle@tcfona.com
419-491-1330
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Operations Team
CHAD BEATY
Executive Officer, Operations
BSBA, Bowling Green State University
cbeaty@tcfona.com
419-491-0969
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KERRI BIES
Senior Operations Administrator
kbies@tcfona.com
419-865-1260
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ELENA DELUNA
Operations Administrator
AAS, Spring Arbor University
edeluna@tcfona.com
419-865-3066
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ASHLEY MONROE
Operations Administrator
amonroe@tcfona.com
419-491-0968
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