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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 20 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. He is also a member in good standing of the Life Underwriting Training Council (LUTC). 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 department and is responsible for department oversight, new business development and ongoing account management. Her work focuses on Personal Investment Accounts, Retirement Services, including employee benefit plans and IRA Rollovers, as well as Investment Accounts for Public Entities. Lisa has over 18 years of investment experience, much of which was with regional banks, and she joined First Federal in early 2005. A graduate of Miami University, she 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 Plan Services (401(k), PS Plans, etc.) specializing in plan design, employer guidance and participant education. Tom has 23 years of experience with First Federal and is 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 planning, retirement planning, college planning and life insurance. Shari uses a wide variety of investment tools that will benefit her client's needs. She services clients in the Defiance, Napoleon and Wauseon areas. Shari actively participates in the Big Brothers, Big Sisters program. |
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(419) 794-5015 - ktollison@moneyconcepts.com |
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Kathleen Tollison is a Certified Financial Planner and Financial Advisor who offers her services at the First Federal Bank office in Maumee. She has many clients in Northwest Ohio. Kathleen entered the financial services industry in 1989 and has over 13 years experience as a Certified Financial Planner. She has helped hundreds of investors and small business owners. Kathleen specializes in retirement and investment planning, as well as general tax and estate planning. She offers various programs through OnLine Brokerage Systems. She can also answer questions about stocks, bonds, mutual funds, insurance and client portfolios.
Kathleen graduated from the University of Toledo with a bachelor's degree in Business Administration. She is an active member of St. Joseph's Catholic Church, Sylvania and volunteers on several committees at St. Ursula Academy. She was a Girl Scout Leader for over eight years. She is also a member of the Women's Entrepreneurial Network and the Sylvania Chamber of Commerce. |
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(419) 424-2035 - cgephart@moneyconcepts.com |
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Craig Gephart is a Financial Advisor at First Federal Bank in at 3900 N. Main Street in Findlay. He is a graduate of Chattanooga State University and has over 15 years of financial services experience. Craig is a registered representative with a Series 7 and Ohio Life and Health license.
Craig works with clients to help them reach their dreams. He provides retirement planning, college planning, financial planning and investment advising for both individual and business clients. Craig helps clients in the Findlay, Fostoria and Lima areas. He is an active member of St. Michael's Church and serves with the United Way. |
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