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The Croghan Trust & Investment Management team has been helping Ohio and Michigan families grow their hard-earned wealth and teaching them how to maximize the benefits of their family resources. We believe it is important to get to know our clients individually both as their advisors and ideally as friends. That means taking the extra step, making the extra touch, and refining our skills through our team's constant growth and improvement. If we sound like the kind of place where you can achieve financial improvement, we look forward to working with you!
Tracy Baughman, AIF®, CIMA®, ATFA
SVP, Chief Investment Officer & Wealth Department Manager
Tracy has worked as an Investment analyst and portfolio manager in a trust department setting since 1997. He holds the AIF, and CIMA designations focused on fiduciary investment practices.
Education has always been important to Tracy. He holds a Master of Business Administration and Master of Business and Organizational Leadership from The Defiance College and a Bachelor of Business Administration from Eastern Michigan University.
Tracy has a long history of volunteerism, where he has held roles within Big Brothers and Big Sisters. He is the past Treasurer of CrimeStoppers of Defiance and Paulding counties, a foster parent, and Bedford Athletics’ Concession Stand co-manager. Tracy assists his current church, Northwest Christian Church, as the Director of Finance and is an admin and moderator of an online community – CML.
Phone: 419-355-2252
Email: tbaughman@croghan.com
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Paul Wannemacher, CPA, PFS, CFP®
VP, Senior Wealth Management Advisor & Financial Planner
Paul is a licensed CPA and CFP® practitioner with over 30 years of experience in trust administration, portfolio management, tax planning, financial planning, and business consulting. Paul is a member of the AICPA, holds a Personal Financial Specialist designation, and occasionally hosts continuing education events for national providers for CFP and accounting credits. Paul received his MBA in Finance from Bowling Green State University and dual Bachelor’s degrees from The University of Toledo in Business and Journalism.
Paul is a passionate advocate for financial and tax planning and is a Croghan Trust Investment team member. He believes in building strong client relationships through active listening and proactive ideas to ensure clients maximize the benefit of the funds entrusted to us. Paul has helped generations of clients understand their wealth by making complex concepts understandable. The most important thing to Paul, however, is building a relationship with clients that is durable as well as enjoyable. Paul believes in supporting Croghan and our communities through volunteer service and non-profit leadership roles.
Phone: 419-355-2176
Email: pwannemacher@croghan.com
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David Theiss, CPA, CFP®
VP, Senior Wealth Management Advisor & Financial Planner
David Theiss brings over twenty-five years of extensive experience in the financial industry, specializing in tax planning and investment management. His diverse background in financial services, including roles such as relationship manager, tax planner, and wealth advisor, equips him with a unique perspective and robust knowledge base. This extensive experience ensures his competence and reliability in serving his clients, building lasting relationships, and fully understanding their unique needs. David takes great satisfaction in delivering simple solutions to complex financial challenges.
David earned his Bachelor’s Degree in Legal Administration from The University of Toledo and a Master’s Degree in Finance and Accounting from the University of Maryland UC. He is also a certified public accountant and a certified financial planner.
Phone: 419-355-2278
Email: dtheiss@croghan.com
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Diane Kamprath, CTOP™ CSOP™
VP, Senior Wealth Management Advisor
Diane brings over 35 years of experience, with experience in administering trusts, managing operations, and compliance. Diane takes pride in being a fiduciary in the industry and looking out for her client's best interests.
Diane obtained her Bachelor's Degree from Spring Arbor University, which helped move her forward in the trust and wealth management industry. She is a graduate of Midwest Trust School. Diane attended Cannon Financial and earned her Certified Trust Operations Professional CTOP™ and Certified Securities Operations Professional CSOP™ certifications. Diane received her certificate of Certified Financial Planning CFP completion from Bowling Green State University.
Phone: 419-355-2216
Email: dkamprath@croghan.com
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Nicole Smith
VP, Senior Wealth Management Advisor & Investment Coordinator
Nicole has over 15 years of experience in the financial industry. Her diverse background in budgeting, lending, retirement planning, investing, and trust administration allows her to create well-rounded solutions for her clients. Financial planning can seem overwhelming for many, so she strives to explain these concepts on a level everyone can understand. She is passionate about helping people feel confident about their financial future, which is why she specializes in 401(k) plans and retirement planning. She enjoys getting to know her clients and their families so that she can become a trusted guide, ranging from college planning to estate planning and everything in between.
Nicole has a Bachelor of Business Administration with a Major in Finance and Minor in Accounting from the University of Toledo. Volunteering is important to her; she currently serves as the board president for Sandusky County Habitat for Humanity.
Nicole grew up in Port Clinton and moved to Fremont when she married her high school sweetheart, Eric. They are the proud parents of 3 children who attend Old Fort Schools. Nicole enjoys playing on the water or curling up with a good book when she isn't busy working or running her kids around.
Phone: 419-355-2213
Email: nsmith@croghan.com
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Peggy McQuistion, CIS II
AVP, Wealth Management Advisor
Peggy McQuistion has been with Croghan for over 30 years, having spent 26 years with the Trust and Investment Management division. She completed courses at Ohio Dominican College and The Ohio State University. In 2019 Peggy became a Certified IRA Specialist II, which enhanced her knowledge of IRA rules and regulations. She works closely with clients, using her previous experience in retail banking to build solid banking relationships.
Peggy is a dedicated member of her community. She is a former 4-H Club Advisor, Committee Member, and Sunday School and Vacation Bible School instructor. An honorary Fremont Kiwanis Club member, where Peggy served as Treasurer for the entire Ohio District. Peggy is a current Community Advisor with the Sandusky County Communities Foundation and a Finance Board representative. Peggy incorporates all of these valuable leadership skills into what she does at Croghan.
Phone: 419-355-2171
Email: pmcquistion@croghan.com
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Leah Packard
Jr Wealth Advisor
Leah brings over 5 years of experience to her role as a Jr. Wealth Advisor, having gained valuable insights from various positions in retail banking, lending, and administration. Her passion for learning is a key factor in her success, allowing her to adapt and thrive in the financial industry.
Leah holds a Bachelor’s degree in Finance from Ashford University and is currently the nursery lead at her local church, demonstrating her commitment to community service. When Leah’s not in the office, she enjoys quality time with her husband and daughter, and reading a good book. Her blend of professional expertise and personal passion allows her to build strong, trusting relationships with her clients.
Phone: 419-333-4712
Email: lpackard@croghan.com
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Tonya Coleman
Wealth Operations Analyst
Tonya brings over 14 years of experience, with a strong background in both the administrative and operational sides of wealth management. She believes this combination has contributed to her success in serving clients effectively.
Tonya holds a Bachelor’s Degree in Administrative Services from the University of Toledo. Outside of her professional life, she is deeply involved in her community, supporting the theater program at St. Francis De Sales with hair and makeup, as well as volunteering with Helping Hands of St. Louis, where she helps distribute Thanksgiving and Christmas food baskets to one of Toledo's most in-need zip codes.
Tonya enjoys taking group fitness classes and spending summers at Clark Lake with her family in her free time.
Phone: 419-355-2217
Email:tcoleman@croghan.com
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Diane Wollenslegel
Wealth Management Assistant
Diana began her career with over 33 years at The News-Messenger in the Production, Accounting, and IT departments. Soon after that, Croghan Colonial Bank became her professional home, and she has worked for over nine years in the Wealth Management department in client services. Her years of experience and education at Terra Community College and Vanguard Tech have prepared her to be a valuable asset to the department and clients.
Phone: 419-355-2279
Email: dwollenslegel@croghan.com
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Leanna Lenke
Wealth Management Administrative Assistant
Leanna has over twenty years of experience in a supervisory role and aims to use this experience to work her way up through Croghan. Her proudest career accomplishment was being hired at a struggling store, helping increase its profitability while being a positive and well-received store manager.
Leanna recently earned her Associate’s Degree at Owens Community College in Business Administration. She is a board member and treasurer of the Community Fortress in Fremont and is looking for more opportunities that will impact the community.
When she is not in the office, she likes to be in the comforts of her home and take time for herself.
Phone: 419-355-2235
Email: llenke@croghan.com
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