Wealth Advisory Group

Wealth Advisory Group Officers

Experienced in the intricacies and technicalities of managing wealth, our Wealth Advisory Group has vast experience in working with individuals, families and charitable organizations. We’re able to listen to your goals and create plans to achieve them. Get to know our team.

Jonathan P. Steiner

Senior Vice President and Wealth Advisory Group Manager
(260) 399-2486

Andrew R. Haddock, CFA

Senior Vice President and Chief Investment Officer
(260) 399-2481

James D. Westerfield, CFP®, CTFA

Senior Vice President and Chief Fiduciary Officer
(260) 399-2480

Lili A. Dailey

Vice President and Trust Operations Manager
(574) 267-9187

Richard A. Delks

Vice President and Wealth Advisor
(574) 327-7006

Michelle L. Kindler

Vice President and Trust Officer
(260) 399-2487

Jennifer I. King

Vice President and Personal Trust Officer
(260) 399-2482

Peggy L. Michel

Vice President and Trust Officer
(574) 371-9259

Karen L. Nevorski, CFP®, CTFA

Vice President and Trust Officer
(574) 855-5083

Benjamin D. Shively, CFP®, CIMA

Vice President and Investment Officer
(574) 267-9138

Reneta U. Thurairatnam, CTFA

Vice President and Wealth Advisor
(260) 399-2485

Cali M. Doll

Trust Administrator
(574) 267-9190

Lisa A. Mansberger

Trust Administrator
(260) 399-2498

Investment products used by the Wealth Advisory Group are not obligations of nor guaranteed by Lake City Bank, are not FDIC insured and may involve risk, including possible loss of principal.

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