Our People

Strategic. Experienced. Wise. Partners. Comprehensive.

For generations, TC Wealth Partners’ clients have come to rely upon our team for guidance throughout life’s transitions. Boasting a deep breadth of experience and knowledge in financial planning, we specialize in identifying and executing complex wealth management, trust, estate and retirement planning strategies.

Get to know our people.

Our Team


William M. Giffin
Chief Executive Officer
Debra L. Gregorash
Finance Director
Shannon L. Stevens
Trust & Estate Services Director
David L. Fisher
Operations Director
Tami Bowman
Retirement Plan Services Director
Nancy T. Bell
Wealth Advisor
Paula Brennan
Marketing & Events
Office Manager
Jenni Engstrom
Wealth Management Account Executive
Terry Kothe
Partner / Wealth Advisor
Kathryn McGough
Wealth Advisor
Daniel O'Brien
Wealth Advisor
Kimberly O'Brien
Wealth Advisor
Kevin Rice
Senior Investment Strategist
Evan Serwinski
Wealth Management Account Executive
Jill Ward
Partner / Wealth Advisor
Kelly Wiley
Wealth Management Account Executive
Cindy Jones
Trust & Estate Services Senior Account Executive
Christie Mittlestaedt
Trust & Estate Services Account Executive
Charlene Wilke
Trust & Estate Services Advisor
Laura Egel
Retirement Plan Services Account Executive
Timothy Hattendorf
Retirement Plan Services Operations Specialist
Cheryl Simoncelli
RETIREMENT PLAN SERVICES ADVISOR
Sandy Vivian
Retirement Plan Services Recordkeeping Associate
Claudia Abel
Business Operations Senior Associate
Cynthia Dugo
Operations Service Specialist
Shaniqua Jefferson
Lead Operations Specialist
Samuel Paisley
Trade Coordinator
Wendy Wong
Senior Business Systems Strategic Analyst

Our Investment Committee


The TC Wealth Partners Investment Committee governs investment components and other investment considerations. The quality of our team, along with our access to advanced research, culminates in our capability to provide sophisticated, equitable global investment guidance. This committee is comprised of a group of seasoned internal and external professionals who frequently meet to review investment policies including economic, asset allocation, and portfolio construction strategies. Changes are made based upon worldwide and market conditions, balancing potential returns with risk management. The committee also oversees due diligence, objectively identifying the ideal investment options for our clients, unencumbered by any conflicts of interest as we do not promote any products.

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