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
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MARISA BAILITZ
Trust Executive
BA, The University of Toledo
15+ years estate and trust experience
mbailitz@tcfona.com
419-865-4980
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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
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KERRI BIES
Senior Operations Administrator
kbies@tcfona.com
419-865-1260
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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
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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
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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
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ELENA DELUNA
Operations Administrator
AAS, Spring Arbor University
20+ years banking experience
edeluna@tcfona.com
419-865-3066
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ERIC DONOFRIO
Investment Officer
Certified Financial Planner
MA, University of Toledo
11+ years of investment management experience
edonofrio@tcfona.com
419-491-1325
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MARK W. EVANS
Principal
Chartered Financial Analyst
BBA, Miami University
33+ years investment management experience
mevans@tcfona.com
419-865-1310
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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
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RENEE GOUBEAUX
Principal
Certified Financial Planner
MM, Western Michigan University
BM, University of Cincinnati
10 years of financial and investment management experience
rgoubeaux@tcfona.com
419-491-1353
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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
Principal
BBA, Miami University
20+ years financial industry and consulting experience
jharder@tcfona.com
419-865-0295
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DARRYL LYCOURT JR
Investment Officer
BBA, The University of Toledo
20+ years private banking and investment management experience
dlycourt@tcfona.com
419-491-1368
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BETH MATTIMOE
Trust Executive
BA, The University of Toledo
15+ years retirement administration and consulting experience
bmattimoe@tcfona.com
419-491-1359
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DANIEL MILLER
Investment Executive
MS, University of Notre Dame
BA, University of Michigan
3 years investment management experience
dmiller@tcfona.com
419-491-1366
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ASHLEY MONROE
Operations Administrator
amonroe@tcfona.com
419-491-0968
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LINDA MURRAY
Trust Administrator
lmurray@tcfona.com
419-865-8376
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BRENDA POLING
Trust Administrator
bpoling@tcfona.com
567-429-7036
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
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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
17 years of financial and investment management experience
rsasala@tcfona.com
419-491-1279
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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
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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
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ANDREW WETTLE
Trust Executive
Certified Public Accountant Certified Trust and Fiduciary Advisor
BBA and MSA, The University of Toledo
12+ years personal and business tax compliance and consulting experience
awettle@tcfona.com
419-491-1330
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PATRICIA WINZELER
Investment Administrator
BS, The University of Toledo
AAB, The University of Toledo
35 years investment and economic experience
pwinzeler@tcfona.com
419-865-5523
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