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.

Photo of Jonathan Steiner

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.

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.

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

Photo of Benjamin Shively

Benjamin D. Shively, CFP®, CIMA

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

Benjamin Shively serves as Vice President, Senior 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.

Ben works with his local YMCA and helps with investments for the Foellinger Foundation, which provides support for nonprofits serving children and families in Northeast Indiana. He supports these organizations because he believes in their unique missions and feels they provide a valuable service to the community.

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.

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.

Photo of Reneta Thurairatnam

Reneta U. Thurairatnam, CFP®, 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 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 the Allen County SPCA because she supports local animals and the people that love them. She also works with the Parkview Foundation’s Cookin’ Men event to support women’s health initiatives, as well as the Community Foundation’s Philanthropy committee as a way to give back.

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 Steven Burnside

Steven B. Burnside

Investment Officer
(574) 633-3164
Email

Steven Burnside serves as an Investment Officer in Lake City Bank’s Wealth Advisory Group. 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.

Photo of Cali Doll

Cali M. Doll, CTFA

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 trust services with Lake City Bank in 2009.

Cali volunteers with the Kosciusko County Community Foundation, Rochester Future Farmers of America and Wawasee Iron Pride Robotics Team. She works with these organizations because she wants to encourage teens to focus their talents in a positive way.

She earned her associate’s degree in Office Administration at Manchester University. She graduated from Cannon Trust School at the University of Notre Dame.

Photo of Lisa Mansberger

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.

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 at Ivy Tech Community College. She graduated from Cannon Trust School at the University of Notre Dame.

Megan Gunter

Megan A. Gunter

Wealth Associate
(260) 422-5009, x42983
Email

Megan Gunter serves as Wealth Associate in Lake City Bank’s Wealth Advisory Group. She started her career in financial services when she joined Lake City Bank in 2017.

Megan enjoys supporting women’s health through volunteering for Vera Bradley’s Foundation for Breast Cancer. She is also dedicated to developing the minds of the youth in Allen County through Junior Achievement.

She is currently pursuing a bachelor’s degree in hospitality management at Purdue University Fort Wayne.

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.

Photo of Lili Dailey

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.

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

Jennifer Hochstetler

Jennifer R. Hochstetler

Trust Compliance and Tax Officer
(574) 267-9198, x46218
Email

Jennifer Hochstetler serves as Trust Compliance and Tax Officer in Lake City Bank’s Wealth Advisory Group. She started her career in financial services when she joined Lake City Bank in 2008.

Jennifer volunteers with organizations that help children in need and provide medical research, including the Children’s Resale event at her church, and auctions that benefit research and support for the people of Haiti.

She attended Indiana University-Purdue University Fort Wayne.

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.

Kristen Coy

Kristen M. Coy

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

Kristen Coy 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 2008.

Kristen feels the knowledge she’s gained working in banking can help young people now and into the future. She volunteers at the bank’s Reality Stores, as well as the Scholarship Committee of the Kosciusko County Community Foundation.

She attended Indiana University-Purdue University Fort Wayne.

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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