Our Team

Experience and expertise you can trust.

ADMINISTRATION

Beth Loy
Administrative Assistant

419-794-1055
Patrick Boyle
Director, Operations
Chief Compliance Officer
419-891-9999
Jesse MacDonald
Director, Marketing Services
419-794-3409
Julia Dempsey
Manager, Finance and Information Services

419-794-7129
Maria Mohler, SPHR
Human Resources Administrator
419-794-7868
Kevin Jansen
Marketing Manager

419-794-3094
Brian White
Graphic Designer
419-794-3076
Jennifer Johnson
Assistant to the Office of the Chairman

419-794-7858
Carol Willits 
Administrative Assistant

419-794-1050
Charlotte Wilson 
Administrative Assistant

419-794-7687

TDC LIFE

Tyler Horning
Director, Life Insurance Services

419-794-1082
Adam Franklin 
Products Specialist and Client Services

419-794-7678
Yulia Batyrbaeva
Case Manager
419-794-3083
Josh Holzemer
Client Service Associate
419-794-3078
Sherry Boerst 
Case Manager
419-794-1054
Scott Hughes
Inforce Policy Specialist
419-794-7399
Liz Digby
CRM Manager
419-794-1087
Erynne Hunt
Case Manager
419-794-2117

TDC INVESTMENT ADVISORY

Brady Fineske
President
419-794-7672
Andrew Leonard
Wealth Adviser
419-794-7127
Adele Sobieszczanski
Director, Practice Management

419-794-1057
Lindsay Marek
Director, Client Operations
419-794-1079
Janet Marinelli Badyna
Client Service Associate
419-794-1499
Scott Morgan
Wealth Adviser
419-794-7073
Kerry Baker
Wealth Adviser
419-794-1063
Megan O’Dean
Support Adviser
419-794-7679
Nicole Bohland
Administrative Assistant
419-794-7128
Kate Poolman
Client Service Associate
419-794-3090
Vincent Delicata
Wealth Adviser
419-794-3093
Kathryn Perrier
Support Adviser
419-794-7694
Nikki Dillon
Operations Team Lead
419-794-3077
Patrick Reed
Wealth Adviser
419-794-7082
Dick Herrick
Wealth Adviser

419-794-3079
Tad Sobieszczanski
Support Adviser
419-794-1199
Jim Herrick 
Wealth Adviser

419-794-7673
Angelo Spinazze
Client Service Associate
419-794-3084
Stephanie Jeunette
Wealth Adviser
419-794-1085
Chris Tracey
Compliance Analyst
419-794-1399
Chad Kreilick
Portfolio Administration

419-794-1073

TDC 401(k) RETIREMENT PLANS

Chris Winters, CRPS®, CPFA
Director, Retirement Plan Services

419-794-1062
Nick Dillon, CRPS®
Retirement Plan Adviser
419-794-7685

TDC RISK MANAGEMENT

Jim Schwarzkopf
Principal

419-794-1075
Samantha Johnson, RPLU
Professional Liability Account Manager
419-794-2119
Sarah Anderson
Accounting Manager
419-794-3075
Nicholle Koehl
Renewal Specialist
419-794-7866
Chelsea Ankenbrandt
Premier Account Technician
419-794-9086
Leanne Lanning
Personal Account Technician
419-794-3088
Jemelia Bowie
Premier Relationship Manager

419-794-7688
Cassie Lorenzen, CISR
Personal Account Technician
419-794-1069
Dawn Cearlock 
Personal Account Manager

419-794-1068
Amanda Major, CIC
Commercial Lines Account Manager
419-794-1078
Angela Clagg, CISR 
Commercial Lines Manager
419-794-7693
Amber McKown
Personal Lines Account Technician
419-794-1060
Shannon Dillon, AIS, AINS
Premier Relationship Manager
419-794-2118
Nicole Needles
Barrett-Jackson Endorsed Insurance Personal Account Manager
419-794-7684
Jeffery Frey
New Business Specialist
419-794-1398
Jerry Nelson
Professional Liability Insurance
419-794-7683
Cell: 330-697-7545
Joelle Good
Premier Account Technician
419-794-3497
Michelle Phillips
Claims Manager

419-794-3411
Vickie Gonzalez
Commercial Account Technician
419-794-1067
Emily Ramge
Barrett-Jackson Endorsed Insurance Personal Account Manager 

419-794-4659
December Goodreau, CISR, CLCS, CPIA
Commercial Account Technician
419-794-4669
Jessica Romain, AIC, CISR
Personal Account Technician

419-794-3410
Debi Hickle
Agency Communication Technician
419-794-1311
Nathan Sheets 
Risk Management Adviser
419-794-7866
Carrie Hoover
Personal Account Manager

419-794-3087
Amy Spengler
Barrett-Jackson Endorsed Insurance
419-794-1080
Corey Hupp
Commercial Insurance

419-794-1072
Aaren Stephens, CIC, CISR
Office Manager
419-794-3498
 Jill Imhoff
Affluent Personal Insurance

Cell: 713-851-5877
David Tusing
Personal New Business Specialist
419-794-3080
Stefanie Vine
Commercial Account Technician
419-794-1058

TDC ENERGY

Jesse MacDonald
Director, Marketing Services
419-794-3409

TDC ST. LOUIS

David Sherman III
President
, TDC St. Louis
314-880-9999
Paige Brewer
Administrative Assistant

314-880-9999

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