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(419) 782-4772 - dkondas@moneyconcepts.com
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Dave Kondas is the director of Wealth Management and is responsible for overseeing the trust, financial advisory and investment services. Dave brings with him over 25 years of experience in the financial services industry. Dave is very active in his community. He is a member of St. John's Catholic Church, Defiance Elks Lodge, Kettenring Country Club and was past president of the Defiance Optimist Club. Dave graduated Magna Cum Laude from Defiance College with a Bachelor's Degree in Business Administration.
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(419) 782-5242 - lchristy@first-fed.com
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Lisa Christy is the head of the Trust platform and is responsible for department oversight, new business development and ongoing account management. Her work focuses on personal, corporate and non-profit investment accounts; retirement accumulation and distribution planning; corporate trustee services and public funds management. Lisa has over 22 years of investment experience, much of which was with regional banks, until she joined First Federal in 2005. A graduate of Miami University, she was awarded the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers and also holds her NASD Series 7 and 24 licenses, as well as her Ohio Insurance license.
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(419) 782-5212 - tweber@first-fed.com
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Tom Weber is responsible for Retirement Planning Services (401(k), PS Plans, etc.) specializing in plan design, employer guidance and participant education. Tom has 25 years of experience with First Federal and has earned the designation of Certified Retirement Services Professional from the Institute of Certified Bankers. He is also a licensed Life, Accident & Health and Variable Annuities Agent in the State of Ohio. A graduate of Ohio State University, Tom is a member and past president of Defiance Lions Club.
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(419) 782-4639 - swyse@moneyconcepts.com
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Shari Wyse is a Financial Advisor at First Federal Bank. She holds a degree in Finance and Marketing from Defiance College and holds a Series 7 and Series 66 Securities Registration and a Life and Health license from the State of Ohio.
Shari places emphasis on well-calculated decisions by working closely with each client to develop a personalized financial plan. She specializes in investment planing, retirement planning, college planning and life insurance. Shari uses a wide variety of investment tools that will benefit her client's needs. She serves clients in Defiance, Bryan, Hicksville, Paulding, Montpelier, Wauseon, Napoleon, Fort Wayne, Indiana and southeast Michigan.
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(419) 782-5069 - sfoltz@first-fed.com
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As supervisor of the Trust Operations Platform, Stephany brings 19 years of trust experience to the department. She oversees the trust accounting system which includes statement reporting, tax reporting, and data entry. Stephany is very instrumental in preparing requirements for department audits and making sure our policies and procedures are in line to assure quality customer service. A graduate of Bluffton College with a Bachelors Degree in Business, Stephany has also completed course work in Trust Operations from Cannon Financial Institute earning the designation of Certified Trust Operations Specialist from the Institute of Certified Bankers.
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(419) 785-3746 - kmaki@first-fed.com
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As trust administrator, Kristen supports existing relationships by managing administration of trusts with a focus on maintaining a positive experience for all account relationships. She works as a liaison between the trust officers, client, investment managers, tax preparers, attorneys and other account professionals. Kristen assists with recognizing and directing new business opportunities; along with the development and implementation of innovative solutions for improved client service. Kristen is a volunteer for the Defiance Junior Achievement and an active member of St. Mary's Catholic Church. A graduate of Miami University, Kristen also brings experience in corporate institutional trust and custody.
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(419) 782-5143 - hfields@first-fed.com
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As operations administrator, Heather is responsible for much of the daily trust accounting, reconciliation and cash management functions. She is responsible for department support, and is often the first point of contact in customer service for the team. Heather brings to the Trust Platform 7 years of experience in various trust roles. Heather graduated from Bluffton College with a Bachelors Degree in Business.
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(419) 782-6263 - dgreen@first-fed.com
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Doris is responsible for the primary administrative support for the retirement plans platform. She provides assistance with the daily activities for both the trust and investment divisions within Wealth Management. Doris has 4 years of financial services experience and holds her NASD Series 6 license, as well as her Ohio Insurance license.
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(517) 266-5020 - cphillips@first-fed.com
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Christopher received his bachelor degree from the University of Southern Indiana and a Juris Doctorate from Valparaiso University School of Law. In his new position, Christopher will play a key role in developing and maintaining client relationships in the Wealth Management Division for the Northern Market. With his expertise in estate planning and trust work, he will be instrumental in directing the team’s fiduciary activities and expanding the trust department’s services in Michigan. Christopher is a member of the Adrian Kiwanis, where he serves on the club’s Foundation Investment Committee. He also serves as the Sand Creek PTO president and participates in the United Way of Lenawee County.
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