Knackendoffel Team Mark Knackendoffel, J.D. CEO & Founder Donna Rose Executive Assistant and Account Administrator Seay Team Katie Seay, CFP®, CTFA, CRC® President, Director of Wealth Management Amanda Riniker Director of Administration John Terrill Team John Terrill, CTFA Senior Vice President, Trust Officer, and Wealth Advisor, Investment Committee Chair Sydney Chyba Financial Planner Tori Berard Account Administrator Schotte Team Preston Schotte, MBA, CTFA Vice President, Trust Officer & Wealth Advisor Drew Buhrman Wealth Advisor Katelyn Levesque Financial Planner Anne Bridgewater Account Administrator Culwell Team Heather Culwell, MS, CFP® Vice President, Trust Officer & Marysville Branch Manager Sydney Chyba Financial Planner Lisa Ost-Beikmann Account Administrator Bachamp & Dixon Team Cole Bachamp Vice President, Trust Officer & Wealth Advisor Emily Dixon, CFP® Vice President, Trust Officer & Wealth Advisor Ashten Jackson Financial Planner Connie Kipp Account Administrator Tori Berard Account Administrator Kale Terrill & Blakeslee Team Kale Terrill, MBA, CTFA Vice President, Trust Officer & Wealth Advisor Mackenzie Blakeslee, MS, CFP® Vice President & Director of Financial Planning Tanna Thompson Account Administrator Meghan Helin Account Administrator Retirement Plan Services Todd Chyba, MBA, CPFA Vice President, Trust & Compliance Officer - Retirement Plan Specialist Jason Yoxall, CPFA Assistant Vice President, Retirement Plan Specialist, Trust Officer & Wealth Advisor Ashley Martinek Account Administrator Estate Settlement Jenny Brittan, CTFA Assistant Vice President & Estate Settlement Officer McKenna Merkley Estate Settlement Administrator Financial Planning Mackenzie Blakeslee, MS, CFP® Vice President & Director of Financial Planning Ashten Jackson Financial Planner Katelyn Levesque Financial Planner Sydney Chyba Financial Planner Investment Management Toby Marks Senior Vice President, Chief Investment Officer & Portfolio Manager Grant Kohlmeier Investment Officer & Portfolio Analyst Operations Michelle Duggan Vice President & Trust Operations Manager Lauren Goralczyk, CTOP® Operations Officer Ashley Price Operations Administrator Business Systems Todd Chyba, MBA, CPFA Vice President, Trust & Compliance Officer - Retirement Plan Specialist Chris Hunter Business Systems Officer Chandler Marks Software Analyst Corporate Administration Anne Lewis-Smith Executive Vice President, Chief Operating & Financial Officer Alison Champlin, SHRM-CP Corporate Officer Business Development & Marketing Ellen Knackendoffel Business Development & Marketing Officer Marlea Harlan Marketing Specialist Reception Arika Ryan Receptionist Alicia Unruh Receptionist
