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
Email

Jonathan Steiner serves as Senior Vice President, Wealth Advisory Group Manager at Lake City Bank. He started his career in financial services in 1985 and joined Lake City Bank in 2010.

He earned his bachelor’s degree in business administration at Taylor University and his master’s degree in business administration at Western Michigan University.

Andrew R. Haddock, CFA

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

Andrew Haddock serves as Senior Vice President, Chief Investment Officer in Lake City Bank’s Wealth Advisory Group. He holds the Chartered Financial Analyst (CFA) designation. He started his career in trust investments in 1990 and joined Lake City Bank in 2005.

He earned his bachelor’s degree in business economics at Indiana University in Fort Wayne and his master’s degree in economics at the University of Washington.

James D. Westerfield, CFP®, CTFA

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

James Westerfield serves as Senior Vice President, Chief Fiduciary Officer in Lake City Bank’s Wealth Advisory Group. He is a Certified Financial Planner® and a Certified Trust and Financial Advisor. He started his career in financial services in 1981 and joined Lake City Bank in 2005.

He earned his bachelor’s degree in accounting at Ball State University and graduated with high honors from the National Graduate Trust School in Evanston, Illinois.

Lili A. Dailey

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

Lili Dailey serves as Vice President, Trust Operations Manager and Trust Compliance Officer in Lake City Bank’s Wealth Advisory Group. She started her career in financial services in 1990 and joined Lake City Bank in 1998.

She earned an associate’s degree in business management from Indiana Business College and is a graduate of the Cannon Financial Institute.

Richard A. Delks

Vice President and Wealth Advisor
(574) 327-7006
Email

Richard Delks serves as Vice President, Wealth Advisor in Lake City Bank’s Wealth Advisory Group. He started his career in financial services in 2002 and joined Lake City Bank in 2015.

He earned his bachelor’s degree in corporate finance at Ball State University in Muncie, Indiana.

Michelle L. Kindler

Vice President and Trust Officer
(260) 399-2487
Email

Michelle Kindler serves as Vice President, Investment Administrator in Lake City Bank’s Wealth Advisory Group. She started her career in financial services in 1997 and joined Lake City Bank in 2006.

She earned her bachelor’s degree at Indiana University-Purdue University Fort Wayne.

Jennifer I. King

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

Jennifer King serves as Vice President, Trust Officer in Lake City Bank’s Wealth Advisory Group. She started her career in financial services in 1983 and joined Lake City Bank in 2014.

She earned her bachelor’s degree in psychology at Purdue in University in Fort Wayne and is a distinguished graduate of the National Graduate Trust School of the American Bankers Association.

Peggy L. Michel

Vice President and Trust Officer
(574) 371-9259
Email

Peggy Michel serves as Vice President, Trust Officer in Lake City Bank’s Wealth Advisory Group. She started her career in financial services in 1984 and joined Lake City Bank in 1999.

She earned her associate’s degree in business at Ball State University and graduated from Midwest Trust School as well as Cannon Financial Institute.

Benjamin D. Shively, CFP®, CIMA

Vice President and Investment Officer
(574) 267-9138
Email

Benjamin Shively serves as Vice President, Investment Officer in Lake City Bank’s Wealth Advisory Group. He is a Certified Financial Planner® and has earned the Certified Investment Management Analyst designation. He started his career in financial services in 1999 and joined Lake City Bank in 2003.

He earned his bachelor’s degree in finance at Western Michigan University and his master’s degree in business administration at the University of Notre Dame.

Reneta U. Thurairatnam, CTFA

Vice President and Wealth Advisor
(260) 399-2485
Email

Reneta Thurairatnam serves as Vice President, Wealth Advisor in Lake City Bank’s Wealth Advisory Group. She is a Certified Trust and Financial Advisor and holds her Series 7 and Series 63 licenses. She started her career in financial services in 1997 and joined Lake City Bank in 2014.

She earned her bachelor’s degree in business economics at Huntington University and her master’s degree in business administration with a concentration in international business at the University of St. Francis.

Cali M. Doll

Trust Officer
(574) 267-9190
Email

Cali Doll serves as Trust Officer of the Wealth Advisory Group. She is a Certified Trust and Financial Advisor. She started her career in financial services when she joined Lake City Bank in 1997.

She earned her associate’s degree in Office Administration at Manchester University. She also attended Cannon Financial Institute at Notre Dame.

Lisa A. Mansberger

Trust Officer
(260) 399-2498
Email

Lisa Mansberger serves as a Trust Officer in Lake City Bank’s Wealth Advisory Group. She started her career in financial services when she joined Lake City Bank in 2005.

She earned her associate’s degree in Office Administration at Ivy Tech Community College. She also attended Cannon Financial Institute at Notre Dame.

Sara W. McNeely

Wealth Advisory Group Associate
(260) 422-5009
Email

Sara McNeely serves as a Wealth Advisory Group Associate in Lake City Bank’s Wealth Advisory Group. She started her career in financial services in 2008 and joined Lake City Bank in 2016.

She earned her associate’s degree in paralegal studies at Ivy Tech Community College and her bachelor’s degree in sociology at Huntington University.

Melissa J. Coy

Wealth Advisory Group Assistant
(574) 267-9198, x46461
Email

Melissa Coy serves as a Wealth Advisory Group Assistant in Lake City Bank’s Wealth Advisory Group. She started her career in financial services in 2005 and joined Lake City Bank in 2008.

She attended Ozark Christian College.

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.

You are about to leave our site.

By following this link you are leaving Lake City Bank's website. Lake City Bank is not responsible for the content, links, privacy or security of the website you are going to.