Wealth Advisory Group

Wealth Advisory Group Team

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.

Jon Steiner

Jonathan P. Steiner

Senior Vice President and Chief Wealth Advisory Officer
(260) 399-2486
Email

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

Jon’s community focus is on children, teens and education to help young people be the best versions of themselves. He has worked for many years with Boys and Girls Clubs, as well as other organizations like Questa Education Foundation that support young people, learning and scholarship.

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

Photo of Andrew Haddock

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.

Andy focuses his community involvement on organizations that support children and families. He works with the Lutheran Foundation, which is dedicated to caring for people mentally, physically and spiritually. For many years, he worked with Lutheran Social Services, which helps equip families facing challenging obstacles with skills to make positive life choices. Andy has also helped the Foellinger Foundation, an organization that supports nonprofits serving children and families.

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.

Photo of James Westerfield

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.

Jim works with two organizations that serve youth and families in crisis – Lifeline Youth and Family Services and Lasting Change. More broadly, he has worked with the American Heart Association, the Civic Theatre and the Fort Wayne Estate Planning Council.

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.

Kevin D. Hampton

Vice President and Senior Investment Officer
(317) 933-7217, x42990
Email

Kevin Hampton serves as Vice President, Senior Investment Officer in Lake City Bank’s Wealth Advisory Group. He started his career in financial services in 1985 and joined Lake City Bank in 2021.

Kevin enjoys working with youth in his community to promote educational, social and economic advancement. He is a board member of McCoy, Inc. and Liberty Grove Schools and is a part of the Professional Advisors Leadership Council (PALC) of the Central Indiana Community Foundation (CICF).

He earned his bachelor’s degree in finance and accounting and master of jurisprudence with a concentration in corporate and international law from Indiana University.

Photo of Peggy Michel

Peggy L. Michel

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

Peggy Michel serves as Vice President, Senior 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.

Peggy’s community focus is on adults with special needs and children. She has worked with Cardinal Services for many years, as well as served as a mentor with Big Brothers Big Sisters. She also works with Court Appointed Special Advocates (CASA) of Kosciusko County.

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

Reneta Thurairatnam

Reneta U. Thurairatnam, CFP®, CTFA

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

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

Reneta works with a variety of community organizations, including serving as treasurer for the Allen County SPCA because she supports local animals and the people who love them. She is a board member for the Parkview Hospital Foundation and also is a member of the Community Foundation of Greater Fort Wayne’s Philanthropy committee.

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

Photo of Lili Dailey

Lili A. Dailey

Vice President and Trust Officer
(574) 267-9190
Email

Lili Dailey serves as Vice President, Trust 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.

Lili enjoys working with youth in her community. She volunteers at her child’s school, has taught Junior Achievement classes, participated in Reality Stores and helped select scholarship recipients for the Kosciusko County Community Foundation.

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

Photo of Richard Delks

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.

Richard works with the Boys and Girls Club of Elkhart County because of their mission – inspiring and empowering all young people to reach their full potential as productive, caring, responsible citizens. He finds the club’s impact on children and families uplifting and motivating.

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

Photo of Michelle Kindler

Michelle L. Kindler

Vice President and Investment Administrator
(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.

Shelly’s volunteer activities involve supporting children, education and the impoverished. She believes that establishing a strong support system and providing guidance early in life can help create a more defined and positive path throughout life. Shelly also works with The St. Joseph Community Health Foundation.

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

Photo of Jennifer King

Jennifer I. King

Vice President and 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.

Jenny works with organizations that reflect her interest in children, history and enhancing the lives of those with limited access to the arts. In addition to past work as a Big Brothers Big Sisters buddy, she has worked with the History Center. Her current efforts include work with Junior Achievement, the Charitable Gift Planners of Northeast Indiana and Audiences Unlimited.

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

Lisa Mansberger

Lisa A. Mansberger

Vice President and Trust Officer
(260) 399-2498
Email

Lisa Mansberger serves as a Vice President and 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.

Lisa enjoys working with the elderly in her community and making sure their needs are met. She is also a Junior Achievement volunteer.

She earned her associate’s degree in office administration and graduated cum laude from Ivy Tech Community College. She graduated from Cannon Trust School at the University of Notre Dame.

Photo of Steven Burnside

Steven B. Burnside, CFP®

Assistant Vice President and Investment Officer
(574) 633-3164
Email

Steven Burnside serves as an Assistant Vice President and Investment Officer in Lake City Bank’s Wealth Advisory Group. He is a Certified Financial Planner®. He started his career in financial services in 2009 and joined Lake City Bank in 2013.

Steven supports financial literacy for children to help provide them with a base of knowledge about money and personal finance. He has volunteered with Junior Achievement and taught a variety of classes and students.

He earned his bachelor’s degree in finance at Indiana University South Bend and his master’s degree in business administration at the Kelley School of Business at Indiana University.

Adam L. Esterline

Wealth Advisory Officer
(574) 376-7389
Email

Adam Esterline is a Wealth Advisory Officer in Lake City Bank’s Wealth Advisory Group. He started his career in financial services in 2020 and joined Lake City Bank in 2021.

Adam enjoys helping others in his community through his church where he is on the board of elders.

He earned his bachelor’s degree in mathematics from Purdue University and master’s degree from Olivet Nazarene University.

Phil Nguyen

Phillip P. Nguyen

Investment Analyst
(260) 422-5009
Email

Phil Nguyen serves as an Investment Analyst in Lake City Bank’s Wealth Advisory Group. He started his career in financial services when he joined Lake City Bank in 2016.

Phil enjoys volunteering for his local church. He is very passionate about helping others and giving back to the community.

He earned his bachelor’s degree in finance with a certificate in bank management from Purdue University Fort Wayne.

Denise Chacon

Denise D. Chacon

Senior Wealth Associate
(260) 399-2499
Email

Denise Chacon serves as a Senior Wealth Associate in Lake City Bank’s Wealth Advisory Group. She started her career in financial services in 1981 and joined Lake City Bank in 2019.

Denise has a heart for the elderly in her community and is an active volunteer in her church.

Peggy A. Schlutz

Senior Wealth Associate
(260) 422-5009, x942983
Email

Peggy Schlutz is a Senior Wealth Associate in Lake City Bank’s Wealth Advisory Group. She started her career in financial services in 1984 and joined Lake City Bank in 2020.

Peggy credits her volunteer focus to her early years. Growing up, Peggy and her family were involved with scouting and she has carried on that tradition. Since 2007, she has held various chair positions at pack and troop levels, and currently is secretary for Boy Scout Troop 33. She also works with Community Harvest Food Bank because it reaches people of all ages and helps them meet a very basic human need.

Photo of Melissa Coy

Melissa J. Coy

Wealth Associate
(574) 267-9198, x46461
Email

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

Melissa has a heart for youth and enjoys investing her time in them, including working with the Kosciusko County Community Foundation Scholarship Committee and serving as a youth group leader.

She attended Ozark Christian College.

Michelle L. Jacobsen, CSOP, CTOP

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

Michelle Jacobsen serves as Vice President, Trust Operations Manager in Lake City Bank’s Wealth Advisory Group. She is a Certified Securities Operations Professional (CSOP) and Certified Trust Operations Professional (CTOP). She started her career in financial services in 1998 and joined Lake City Bank in 2021.

She earned her bachelor’s degree in management from Indiana Wesleyan University.

Susan K. Hayes

Trust Compliance Officer
(574) 376-7162
Email

Susan Hayes is a Trust Compliance Officer in Lake City Bank’s Wealth Advisory Group. She started her career in financial services when she joined Lake City Bank in 1998.

Donna Miller

Donna M. Miller

Trust Operations Specialist
(574) 267-9198, x46467
Email

Donna Miller serves as a Trust Operations Specialist in Lake City Bank’s Wealth Advisory Group. She started her career in financial services when she joined Lake City Bank in 1989.

Donna’s volunteer activities focus on educating children about banking and personal finance. She volunteers at the bank’s Reality Stores and also teaches at Junior Achievement’s JA in a Day program.

 

Darlene S. Crawford

Trust Operations Specialist
(574) 267-9198, x46274
Email

Darlene Crawford serves as a Trust Operations Specialist in Lake City Bank’s Wealth Advisory Group. She started her career in financial services when she joined Lake City Bank in 1986.

Darlene’s most recent volunteer activity is with Big Brothers Big Sisters, because she wants to make a difference in the life of a young person who might be experiencing difficulties. She has worked at the bank’s Reality Stores to help young people learn about personal finance, and volunteers visiting the elderly.

Kelli L. Hatfield

Trust Operations Specialist
(574) 267-9198, x46345
Email

Kelli Hatfield serves as Trust Operations Specialist in Lake City Bank’s Wealth Advisory Group. She started her career in financial services when she joined Lake City Bank in 2020.

Kelli enjoys working with youth in her community. She volunteers with the Greater Marshall County Resale, Relay for Life and helped select scholarship recipients for the Kosciusko County Community Foundation.

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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