Meet Your Team

When it comes to managing your wealth and investments, we take a personal approach to understanding your goals and planning for long-term success.

With our strong team of Trust Officers, Financial Advisors, Private Bankers, and Support Professionals, we are ready to provide objective, sound advice and implement your plans. We take the time to understand your needs and goals at every stage.

Meet Your Team

Dave Kondas

Senior Vice President, Director of Wealth Management

Shari Wyse, CFP®

Vice President, Financial Advisor and Certified Financial Planner™
Shari Wyse, CFP<sup>®</sup>
Phone: (419) 782-4639
Locations Served: Bryan, Montpelier, Wauseon and Archbold, Ohio.

Brian Tussing

Financial Advisor
Brian Tussing
Phone: (419) 785-3741
Locations Served: Defiance, Napoleon, Hicksville and Paulding, Ohio.

Dan Romick

Vice President, Financial Advisor
Dan Romick
Phone: (419) 424-2035
Locations Served: Hancock County, Ohio

Chris Egli, CRC®

Financial Advisor
Chris Egli, CRC<sup>®</sup>
Phone: (419) 794-5007
Locations Served: Maumee, Oregon, Genoa, Perrysburg and Bowling Green, Ohio as well as Adrian, Morenci, Hudson and Tecumseh in Michigan

Aaron Rex

Financial Advisor
Aaron Rex
Phone: (260) 205-1475
Locations Served: Fort Wayne, Indiana

Jennifer Scroggs

Vice President, Senior Trust Officer
Jennifer Scroggs
Phone: (419) 783-1059
Locations Served: Toledo, Bowling Green, Oregon, Maumee, Perrysburg, Bryan, Montpelier, Wauseon and Archbold, Ohio, as well as Adrian, Morenci, Hudson and Tecumseh in Michigan

Jake Oberlin

Vice President, Trust Officer
Jake Oberlin
Phone: 419-782-5222
Locations Served: Bryan, Defiance, Hicksville, Napoleon, Paulding and Wauseon and Montpelier, Ohio and Fort Wayne, Indiana

Rod Walton

Senior Vice President, Senior Private Banker
Rod Walton
Phone: (419) 427-2681
Locations Served: Findlay and Fostoria, Ohio

Dawn Bales

Vice President, Private Banker
Dawn Bales
Phone: (517) 266-5071
Locations Served: Adrian, Morenci, Hudson and Tecumseh, Michigan.

Beth Carr

Vice President, Private Banker
Beth Carr
Phone: 419-931-2021
Locations Served: Sylvania, Toledo, Maumee, Oregon and Perrysburg

Tim Durnell

Vice President, Private Banker
Tim Durnell
Phone: (260) 490-7485
Locations Served: Fort Wayne, Indiana

Lea Ann Hayes

Assistant Vice President, Private Banker
Lea Ann Hayes
Phone: (419) 782-5889
Locations Served: Defiance, Napoleon, Hicksville, Paulding, and Wauseon Ohio

Mary Alice Nagel

Vice President, Private Banker
Mary Alice Nagel
Phone: (419) 782-5180
Locations Served: Defiance, Napoleon, Hicksville, Paulding, Bryan and Montpelier, Ohio

Myron Meas

Private Banker
Myron Meas
Phone: (419) 221-1312
Locations Served: Lima and Delphos, Ohio

Stephany Foltz

Vice President, Trust Operations Manager
Stephany Foltz
Phone: (419) 782-5069

Jenna Karr, J.D.

Trust Administrator 
Jenna Karr, J.D.
Phone: (419) 783-1096

Heather Fields

Trust Operations Administrator
Heather Fields
Phone: (419) 782-5143

Doris Green

Financial Advisor Assistant
Doris Green
Phone: (419) 421-4832

Kristen Maki

Trust Employee Benefits Administrator
Kristen Maki
Phone: (419) 785-3746

Brittany Linder

Wealth Management Administrative Assistant
Brittany Linder
Phone: (419) 783-1080

Jessica Rivera

Financial Advisor Assistant
Jessica Rivera
Phone: (419) 783-1060

Carrie Deming

Trust Operations Assistant
 Carrie Deming
Phone: (419) 785-8698

Email Us

( ) -

Learn more about your team

Dave Kondas

Senior Vice President, Director of Wealth Management
Dave Kondas

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 30 years of experience in the financial services industry. Dave is very active in his community as a member of St. John's Catholic Church, Defiance Rotary, Defiance Area Foundation, Defiance Eagles, Defiance Elks Lodge and is past president and current member of the Defiance Optimist Club. Dave graduated Magna Cum Laude from Defiance College with a bachelor's degree in business administration.

Review Dave's background on FINRA's BrokerCheck

Shari Wyse, CFP®

Vice President, Financial Advisor and Certified Financial Planner™
Shari Wyse, CFP<sup>®</sup>
Phone: (419) 782-4639
Locations Served: Bryan, Montpelier, Wauseon and Archbold, Ohio.

Shari Wyse is a Financial Advisor and a Certified Financial PlannerTM 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 Insurance 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 focuses on retirement planning, investment management, and long term care and life insurance. Shari uses a wide variety of investment tools that will benefit her clients' needs.

Shari primarily serves clients in Bryan, Montpelier, Wauseon and Archbold, Ohio.

Review Shari's background on FINRA's BrokerCheck

Brian Tussing

Financial Advisor
Brian Tussing
Phone: (419) 785-3741
Locations Served: Defiance, Napoleon, Hicksville and Paulding, Ohio.

Brian is a Financial Advisor for First Federal Bank. He earned his degree in business administration, specializing in finance from Defiance College. He holds a Series 7 and Series 63 Securities Registration and a Life and Health license from the State of Ohio.

Brian has joined the Wealth Management team in order to help individuals and their families obtain a better, brighter future. He specializes in investment management, retirement, retirement income planning, college planning, and life insurance. As a financial advisor, he is able to offer a wide range of products and services that put the client first in all business decisions. Each meeting is geared toward the client's personal situation and is focused on achieving their goals, both short and long term.

Brian serves clients primarily in Defiance, Napoleon, Hicksville and Paulding, Ohio.

Review Brian's background on FINRA's BrokerCheck.

Dan Romick

Vice President, Financial Advisor
Dan Romick
Phone: (419) 424-2035
Locations Served: Hancock County, Ohio

Dan is an Vice President, Financial Advisor for First Federal Bank. Dan works with clients with a focus on planning to achieve financial goals. He specializes in retirement and financial planning, investment analysis and partnering with young professionals to help steer the course of their financial future. As a Financial Advisor, he is able to provide guidance and money management from a variety of sources. 

Dan earned his degree in Small Business/Entrepreneurship with a minor in Religious Studies from The University of Findlay and holds a Series 6 Securities Registration and a Life and Health Insurance License from the State of Ohio. He serves clients primarily in Hancock County.

Review Dan's background on FINRA's BrokerCheck

Chris Egli, CRC®

Financial Advisor
Chris Egli, CRC<sup>®</sup>
Phone: (419) 794-5007
Locations Served: Maumee, Oregon, Genoa, Perrysburg and Bowling Green, Ohio as well as Adrian, Morenci, Hudson and Tecumseh in Michigan

Chris comes to First Federal Bank as a Financial Advisor with nearly 20 years of experience. He is a graduate of Bowling Green State University with a degree in finance and holds the designation of Certified Retirement Counselor.

Chris takes pride in knowing his clients leave a consultation with him understanding how their money can work for them to provide for future needs. He has experience with a wide variety of financial products including insurance, retirement planning and an array of personal investment products.

Chris is located at the Maumee First Federal Bank office and primarily serves clients in and around Maumee, Oregon, Genoa, Perrysburg and Bowling Green, Ohio as well as Adrian, Morenci, Hudson and Tecumseh in Michigan.

Review Chris' background on FINRA's BrokerCheck

Aaron Rex

Financial Advisor
Aaron Rex
Phone: (260) 205-1475
Locations Served: Fort Wayne, Indiana

Aaron Rex is a Financial Advisor at First Federal Bank. He holds a degree in Agribusiness and Applied Economics from The Ohio State University in Columbus and holds Series 6, 7, 63 & 65 Securities Registrations and a Life and Health Insurance license from the State of Indiana.

Aaron works diligently with his clients in understanding their needs and concerns, to develop a holistic approach in providing wealth management solutions. He utilizes First Federal’s broad resources to implement strategies in trust & estate planning, investment management, retirement planning, and college savings.

Aaron and his wife live with their three children in Fort Wayne, Indiana.

Review Aaron’s background on FINRA's BrokerCheck.

Jennifer Scroggs

Vice President, Senior Trust Officer
Jennifer Scroggs
Phone: (419) 783-1059
Locations Served: Toledo, Bowling Green, Oregon, Maumee, Perrysburg, Bryan, Montpelier, Wauseon and Archbold, Ohio, as well as Adrian, Morenci, Hudson and Tecumseh in Michigan

Jennifer Scroggs serves as First Federal Bank’s Vice President, Senior Trust Officer. She specializes in interpreting, communicating, facilitating and executing complex estate planning matters by maintaining knowledge of current trends and changes with regard to fiduciary matters. In her role, she collaborates with high net-worth individuals and their advisors to articulate their goals and needs, develop a comprehensive wealth plan, and coordinate both internal and external advisors to implement the plan. Jennifer has experience managing complex family dynamics, intergenerational interests and trusts and estates with unique assets.

She earned her Juris Doctorate from Cleveland-Marshall College of Law and is a graduate of Ohio University. As an active member of her community, Jennifer was nominated for the 2016 Jefferson Award for outstanding community and public service and was a recipient of Toledo’s 20 Under 40 award in 2011. In addition, Jennifer is a board member for the University of Toledo Education Foundation, board chair for Toledo Botanical Gardens and committee member for the Promedica Legacy Advisory Network (PLAN).

Jennifer serves clients in Toledo, Bowling Green, Oregon, Maumee, Perrysburg, Bryan, Montpelier, Wauseon and Archbold, Ohio, as well as Adrian, Morenci, Hudson and Tecumseh in Michigan.

Jake Oberlin

Vice President, Trust Officer
Jake Oberlin
Phone: 419-782-5222
Locations Served: Bryan, Defiance, Hicksville, Napoleon, Paulding and Wauseon and Montpelier, Ohio and Fort Wayne, Indiana

Jake is a Trust Officer at First Federal Bank. He looks forward to being the Trusted Advisor of the present and the future for families, businesses, and organizations by leveraging his various experiences with personal trusts, 401(k) plans, retirement and estate planning, real estate, and the non-profit arena.

Jake currently serves as the Varsity Boy’s Golf assistant coach at Defiance High School and sits on the board of directors for the Ohio Women’s Open. Previously, Jake served on Defiance City Council, participated in Defiance City Schools Strategic Planning, and was awarded the Defiance Area Chamber of Commerce’s 4 Under 40 Award in 2016. He is a cum laude graduate of the Farmer School of Business at Miami University, with a degree in finance. Jake is also a graduate of the Cannon Financial Institute’s Trust School, and earned the Certified Trust and Financial Advisor (CTFA) designation from the American Bankers Association in 2017.

Jake serves clients primarily in Bryan, Defiance, Hicksville, Napoleon, Paulding Wauseon and Montpelier, Ohio and Fort Wayne, Indiana.

Rod Walton

Senior Vice President, Senior Private Banker
Rod Walton
Phone: (419) 427-2681
Locations Served: Findlay and Fostoria, Ohio

Rod Walton is Senior Vice President, Senior Private Banker. He earned his bachelor's degree in business administration from The University of Toledo and brings over 35 years of experience. Rod is actively involved in his community and serves as Vice Chair and Board Member for the Marathon Center for the Performing Arts, Trustee of the Findlay Country Club, Member and Past President of the Findlay Rotary Club and Member and Past Chairmen of the Findlay/Hancock County Chamber of Commerce.

Rod serves clients primarily in Findlay and Fostoria markets. 

Dawn Bales

Vice President, Private Banker
Dawn Bales
Phone: (517) 266-5071
Locations Served: Adrian, Morenci, Hudson and Tecumseh, Michigan.

As a private banker, Dawn enjoys building relationships with clients to help them understand their entire financial picture and coordinate a customized financial strategy.

She takes an active role in improving the quality of life in the community in which she lives and works. Currently, she is a Lenawee County Commissioner for District 4, serves as co-chair for Graze to Raise and Hickman Cancer Center, is Secretary of the Economic Development Corporation, Brownfield Development, Hospital Authority Board and Habitat of Lenawee Board. Dawn also volunteers with multiple non-profit organizations, including the Adrian Area Chamber of Commerce, Madison School Board, Civitan of Lenawee, Health and Human Services Grant Committee and Lenawee United Way.

Dawn has over 25 years of banking experience and is knowledgeable in a wide range of banking services including consumer and business lending, branch management and business development. 

Beth Carr

Vice President, Private Banker
Beth Carr
Phone: 419-931-2021
Locations Served: Sylvania, Toledo, Maumee, Oregon and Perrysburg

With over 30 years of banking experience, Beth has the skills to choose available products and services that work best for her clients. She will be responsible for handling accounts and introducing clients to investment, retirement, trust and wealth management solutions. 

In recent years, Beth volunteered her time to serve as past board chair for ProMedica Flower Hospital Foundation, past chairman for ProMedica Women’s Collaborative and a committee member for ProMedica P.L.A.N. (ProMedica Legacy Advisor Network). 

Beth serves clients primarily in Sylvania, Toledo, Maumee, Oregon and Perrysburg.
 

Tim Durnell

Vice President, Private Banker
Tim Durnell
Phone: (260) 490-7485
Locations Served: Fort Wayne, Indiana

Tim has provided banking solutions for Fort Wayne, Indiana residents for over 30 years. As a Vice President, Private Banker, he is able to provide his clients with knowledgeable advice from his time serving in other financial roles including commercial lending, consumer lending, mortgage lending, branch management and private banking. He has held a Series 7 license and a mortgage loan originator license in the past.

Born and raised in Fort Wayne, Tim enjoys helping others in his community achieve financial success by listening to their goals and helping them to plan accordingly. 

Tim has served in a leadership role for many local non-profits including the Embassy Theatre, Canterbury School, Fort Wayne Leadership Forum, Greater Fort Wayne, United Hispanic Americans, the local chapter of the Indiana University Alumni Association, Concordia Lutheran High School and Emmaus Lutheran Church.

Tim serves clients primarily in the greater Fort Wayne, Indiana area. 
 

Lea Ann Hayes

Assistant Vice President, Private Banker
Lea Ann Hayes
Phone: (419) 782-5889
Locations Served: Defiance, Napoleon, Hicksville, Paulding, and Wauseon Ohio

Lea Ann Hayes has been serving clients since 1998, as an Assistant Vice President, Private Banker. She finds it rewarding to help individuals understand their entire financial picture and coordinate their financial strategy. 

She takes pride in improving the quality of life in the community in which she lives and works. Lea Ann serves as president for Women’s Giving Circle, Defiance County Senior Services Auxiliary and Defiance Area Foundation Donor Development Committee.

Lea Ann serves clients primarily in Defiance, Napoleon, Hicksville, Paulding, and Wauseon Ohio.

Mary Alice Nagel

Vice President, Private Banker
Mary Alice Nagel
Phone: (419) 782-5180
Locations Served: Defiance, Napoleon, Hicksville, Paulding, Bryan and Montpelier, Ohio

Mary Alice is a Vice President, Private Banker with over 40 years of banking experience. She is responsible for handling accounts and managing finances for individual customers at the bank. As a private banker, she enjoys building relationships with clients as their Trusted Advisor to help them achieve their financial goals.

She takes pride in improving the quality of life in the community in which she lives and works.  Mary Alice is currently secretary of the Zonta Club of Defiance and serves on the board for NAMI Four County, Defiance County 4-H Endowment Committee and Defiance County Farm Service Agency committee member.  She also teaches Sunday School and is in her church choir.  She is also involved with Tinora Athletic Boosters, Tinora Music Boosters and Tinora Academic Boosters. 

Mary Alice serves clients primarily in Defiance, Napoleon, Hicksville, Paulding, Bryan and Montpelier, Ohio.

Myron Meas

Private Banker
Myron Meas
Phone: (419) 221-1312
Locations Served: Lima and Delphos, Ohio

As a Private Banker, Myron helps his clients understand their overall financial picture while providing products and services to help them reach their goals. With over 16 years of experience in the customer service industry, Myron provides superior service and is an advocate for helping his clients protect and grow assets, develop specialized financing solutions for future generations and plan for retirement.

Myron brings value to his clients by customizing a strategic wealth strategy that will work best for their financial needs. He is also actively involved with his community and volunteers to support many local organizations.

He serves clients in Lima and Delphos, Ohio.
 

Stephany Foltz

Vice President, Trust Operations Manager
Stephany Foltz
Phone: (419) 782-5069

As supervisor of the Trust Operations Platform, Stephany brings nearly 30 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 bachelor's 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.

Jenna Karr, J.D.

Trust Administrator 
Jenna Karr, J.D.
Phone: (419) 783-1096

Jenna received her undergraduate degree from The Ohio State University and a Juris Doctorate from Capital University Law School. As Trust Administrator, Jenna supports existing relationships by managing the administration of trusts. With her experience in estate and trust planning and probate law, she serves as liaison between trust officers, clients, investment managers, tax preparers, attorneys, and other account professionals.

Heather Fields

Trust Operations Administrator
Heather Fields
Phone: (419) 782-5143

As Trust 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 over 20 years of experience to the Trust Platform in various trust roles. Heather graduated from Bluffton College with a bachelor's degree in business.

Doris Green

Financial Advisor Assistant
Doris Green
Phone: (419) 421-4832

As Financial Advisor Assistant, Doris provides the primary client service and administrative support for the financial advisory platform. She assists our Financial Advisors in the Findlay, Lima, and Toledo areas, and works to continuously improve brokerage back-office operations. A graduate of the European School of Administration, Doris has over 10 years financial service experience and holds her Life Insurance License from the State of Ohio. She also earned the designation of Certified Securities Operations Professional from the Institute of Certified Bankers. 

Kristen Maki

Trust Employee Benefits Administrator
Kristen Maki
Phone: (419) 785-3746

As Trust Employee Benefits Administrator, Kristen is responsible for the primary administration of the retirement plans with a focus on maintaining a positive experience for all account relationships. Bringing over 10 years of experience to the department, Kristen also assists with the development and implementation of innovative solutions for improved client service. A graduate of Miami University, Kristen also brings experience in corporate institutional trust and custody.

Brittany Linder

Wealth Management Administrative Assistant
Brittany Linder
Phone: (419) 783-1080

As Wealth Management Administrative Assistant, Brittany provides administrative support with daily activities for the wealth management department. A graduate of Bowling Green State University, Brittany works closely with sales teams to fulfill clients’ needs.

Jessica Rivera

Financial Advisor Assistant
Jessica Rivera
Phone: (419) 783-1060

As Financial Advisor Assistant, Jessica is responsible for the primary customer service and administrative support for the financial advisory platform. She provides assistance with the daily activities for both the trust and investment divisions within Wealth Management. Jessica has over 10 years of financial service experience.

Carrie Deming

Trust Operations Assistant
 Carrie Deming
Phone: (419) 785-8698

As Trust Operations Assistant, Carrie provides support to the Trust Officers and other members of the Wealth Management department with daily correspondence and onboarding of new clients. With 12 years of retail management experience she uses her prioritizing and time management wisely to ensure clients’ information is handled efficiently and effectively. 

Securities offered through Money Concepts Capital Corp. Member FINRA/SIPC. First Federal Wealth Management is an independent firm not affiliated with Money Concepts Capital Corp. Not FDIC Insured. Not a Deposit. May Lose Value. Not Guaranteed by the bank. Not Insured by Any Federal Government Agency. www.moneyconcepts.com