Retirement Plan Services Team

Robert M. Congdon, QKA^®

Robert M. Congdon serves as Vice President, Trust Officer and Retirement Plan Services Manager. He started his career in financial services in 1994 and joined Lake City Bank in 2021.

Robert volunteers with the Fort Wayne Rescue Mission. He believes they impact so many lives and members of his community and feels it is important to contribute and assist where he can.

He is a Qualified 401(k) Administrator (QKA®). He earned his bachelor’s degree in Accounting at Ball State University.

Debe R. Cataldo

Debe Cataldo serves as Retirement Services Officer. She started with Lake City Bank in 1988 and joined the Retirement Services team in 2001.

Debe enjoys working with clients and their employees, assisting in the navigation of 401k plan administration and enrollment. She has volunteered in her community, teaching Money Smart classes to adults to help them develop and grow their understanding of personal finance.

Janel A. Burnworth

Janel Burnworth serves as Retirement Plan Services Officer. She started her career in financial services in 1999 and joined Lake City Bank in 2008. Janel joined the Retirement Plan Services team in 2015.

Janel has a heart for youth in her community. She teaches Junior Achievement classes and participates in the bank’s Reality Store programs. She is also an active volunteer for her church.

Tracey L. Grose

Tracey Grose serves as a Retirement Plan Services Specialist. She started her career in financial services when she joined Lake City Bank in 2024.