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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

AllWealth ManagementTrust and Estate ServicesRetirement Plan ServicesBusiness OperationsInvestment Committee

Claudia Abel
Business Operations Senior Associate
Nancy T. Bell
Wealth Advisor
Tami Bowman
Retirement Plan Services Director
Paula Brennan
Marketing & Events
Office Manager
Cynthia Dugo
Operations Specialist
Laura Egel
Retirement Plan Services Account Executive
Jenni Engstrom
Wealth Management Account Executive
David L. Fisher
Operations Director
William M. Giffin
Chief Executive Officer
Debra L. Gregorash
Finance Director
Timothy Hattendorf
Retirement Plan Services Operations Specialist
Ninah L. Hebert
Senior Investment Division Operations Manager
Maria Hernandez
Operations Specialist
Alex R. Hoveln
Financial Advisor, Retirement Plan Services Manager
Anna M. Jarusan
Senior Insurance Division Operations Manager
Shaniqua Jefferson
Lead Operations Specialist
Cindy Jones
Trust & Estate Services Senior Account Executive
Terry Kothe
Wealth Advisor
Kathryn McGough
Wealth Advisor
Daniel O'Brien
Wealth Advisor
Kimberly O'Brien
Wealth Advisor
Thomas P. Olexa
Director, Wealth Advisor
Kevin Rice
Senior Investment Strategist
Kathleen Schelling
Finance & Operations
Evan Serwinski
Wealth Specialist
Cheryl Simoncelli
Retirement Plan Services Advisor
Shannon L. Stevens
Trust Company of Illinois President
Sandy Vivian
Retirement Plan Services Recordkeeping Associate
Jill Ward
Wealth Advisor
Zachary White
Client Service Associate
Kelly Wiley
Wealth Management Account Executive
Charlene K. Wilke
Trust & Estate Services Advisor
Wendy Wong
Senior Business Systems Strategic Analyst
Michael Wrocenski
Client Service Associate
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1901 Butterfield Road
Suite 1000
Downers Grove, IL 60515
630-545-2200

1051 Perimeter Drive
Suite 1125
Schaumburg, IL 60173
847-413-8545

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Trust services and retirement plan services are provided by the Trust Company of Illinois, a trust company chartered by the Illinois Department of Financial and Professional Regulation.

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