Meet Your Team

When it comes to managing your wealth and investments, we take a personal approach to understanding your goals and planning for long-term success.

With our strong team of Trust Officers, Financial Advisors, Private Bankers, and Support Professionals, we are ready to provide objective, sound advice and implement your plans. We take the time to understand your needs and goals at every stage.

Dave Kondas

Dave Kondas

(419) 782-4772

Dave Kondas is the director of Wealth Management and is responsible for overseeing the trust, financial advisory and investment services. Dave brings with him over 30 years of experience in the financial services industry. Dave is very active in his community. He is a member of St. John's Catholic Church, Defiance Elks Lodge and was past president of the Defiance Optimist Club. Dave graduated Magna Cum Laude from Defiance College with a bachelor's degree in business administration.

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Jennifer Scroggs

Jennifer Scroggs

(419) 783-1059

Jennifer Scroggs serves as First Federal Bank’s Vice President, Senior Trust Officer. She specializes in interpreting, communicating, facilitating and executing complex estate planning matters by maintaining knowledge of current trends and changes with regard to fiduciary matters. In her role, she collaborates with high net-worth individuals and their advisors to articulate their goals and needs, develop a comprehensive wealth plan, and coordinate both internal and external advisors to implement the plan. Jennifer has experience managing complex family dynamics, intergenerational interests and trusts and estates with unique assets.

She earned her Juris Doctorate from Cleveland-Marshall College of Law and is a graduate of Ohio University. As an active member of her community, Jennifer was nominated for the 2016 Jefferson Award for outstanding community and public service and was a recipient of Toledo’s 20 Under 40 award in 2011. In addition, Jennifer is a board member for the University of Toledo Education Foundation, board chair for Toledo Botanical Gardens and committee member for the Promedica Legacy Advisory Network (PLAN).

Jennifer serves clients in Toledo, Bowling Green, Oregon, Maumee, Perrysburg, Bryan, Montpelier, Wauseon and Archbold, Ohio, as well as Adrian, Morenci, Hudson and Tecumseh in Michigan.

Tom Weber

Tom Weber

(419) 782-5212

Tom Weber is responsible for Retirement Planning Services (401(k), PS Plans, etc.) specializing in plan design, employer guidance and participant education. Tom has 30 years of experience with First Federal and has earned the designation of Certified Retirement Services Professional from the Institute of Certified Bankers. He is also a licensed Life, Accident & Health and Variable Annuities Agent in Ohio and Indiana. A graduate of The Ohio State University, Tom is an active member of St. John's Catholic Church. He is also a board member and past president of Defiance Lions Club and a member of the Defiance County Board of Developmental Disabilities.

Carol Whetstone

Carol Whetstone

(419) 782-5222

Carol is a Vice President and Trust Officer at First Federal Bank. She has over 14 years of personal trust and investment experience, allowing her to help individuals with their estate planning and wealth management goals. Carol is active in the community as a member of St. John’s United Church of Christ, Zonta, Kiwanis, Defiance College Women’s Commission, and Purple & Gold Club. Carol is a member of the Columbus Foundation Professional Advisory Group, the Worthington Estate Planning Group and the Columbus Estate Planning Council. She is a Cum Laude graduate of Defiance College majoring in Business Administration. Carol is also a graduate of the Cannon Financial Institutes trust school and the American Bankers National Trust Graduate school and recently obtained her Chartered Advisor in Philanthropy (CAP) designation.

Carol serves clients primarily in Defiance, Elida, Findlay, Fostoria, Hicksville, Lima, Napoleon, and Paulding, Ohio, as well as Fort Wayne, Indiana.

Shari Wyse, CFP®

Shari Wyse, CFP®

(419) 782-4639

Shari Wyse is a Financial Advisor and a Certified Financial PlannerTM at First Federal Bank. She holds a degree in finance and marketing from Defiance College and holds a Series 7 and Series 66 Securities Registration and a Life and Health Insurance license from the State of Ohio.

Shari places emphasis on well-calculated decisions by working closely with each client to develop a personalized financial plan. She specializes in investment planning, retirement planning and college planning. Shari uses a wide variety of investment tools that will benefit her clients' needs.

Shari serves clients in Bryan, Montpelier, Wauseon and Archbold, Ohio, as well as Adrian, Morenci, Hudson and Tecumseh in Michigan.

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Brian Tussing

Brian Tussing

Brian is a Financial Advisor for First Federal Bank. He earned his degree in business administration, specializing in finance from Defiance College. He holds a Series 7 and Series 63 Securities Registration and a Life and Health license from the State of Ohio.

Brian has joined the Wealth Management team in order to help individuals and their families obtain a better, brighter future. He specializes in investment planning, retirement planning, college planning and life insurance. As a financial advisor, he is able to offer a wide range of products and services that put the client first in all business decisions. Each meeting is geared toward the client's personal situation and is focused on achieving their goals, both short and long term.

Brian serves clients primarily in Defiance, Napoleon, Hicksville and Paulding, Ohio, as well as Fort Wayne, Indiana.

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Dan Romick

Dan Romick

(419) 424-2035

Dan is an Assistant Vice President, Financial Advisor for First Federal Bank. He earned his degree in small business/entrepreneurship from The University of Findlay, and holds a Series 6 Securities Registration and a Life and Health Insurance License from the State of Ohio.

Dan works with clients to help them reduce risk while saving and investing for the future. He specializes in investment planning, retirement planning, college planning and life insurance. As a Financial Advisor, he is able to provide guidance and money management through a variety of sources. Dan is Board Member of the American Cancer Society of Hancock County and a member of Findlay Young Professionals.

He serves clients primarily in Findlay, Delphos, Elida, Ottawa, Fostoria, and Lima.

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Mike Schumaker

Mike Schumaker

As a Financial Advisor, Mike brings over 15 years of banking experience to our Wealth Management team. He specializes in investment planning, retirement planning, fixed and variable annuities, college planning and life insurance. With a Series 7 Securities and Ohio Life and Health Insurance license, Mike utilizes tools and investment strategies to help his clients achieve their long and short-term goals. Mike is active in his community as a board member of the Kiwanis Club of Ottawa. 

Mike serves clients primarily in Ottawa, Glandorf, Delphos, Elida, and Lima.

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Chris Egli

Chris Egli

(419) 794-5007

Chris comes to First Federal Bank as a Financial Advisor with over 13 years of experience. He is a graduate of Bowling Green State University with a degree in finance and holds the designation of Certified Retirement Counselor.

Chris takes pride in knowing his clients leave a consultation with him understanding how their money can work for them to provide for future needs. He has experience with a wide variety of financial products including insurance, retirement planning and an array of personal investment products.

Chris is located at the Maumee First Federal Bank office and primarily serves clients in and around Maumee, Oregon, Genoa, Perrysburg and Bowling Green.

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Stephany Foltz

Stephany Foltz

(419) 782-5069

As supervisor of the Trust Operations Platform, Stephany brings nearly 30 years of trust experience to the department. She oversees the trust accounting system which includes statement reporting, tax reporting, and data entry. Stephany is very instrumental in preparing requirements for department audits and making sure our policies and procedures are in line to assure quality customer service. A graduate of Bluffton College with a bachelor's degree in business, Stephany has also completed course work in Trust Operations from Cannon Financial Institute earning the designation of Certified Trust Operations Specialist from the Institute of Certified Bankers.

Jenna Karr, J.D.

Jenna Karr, J.D.

(419) 783-1096

Jenna received her undergraduate degree from The Ohio State University and a Juris Doctorate from Capital University Law School. As Trust Administrator, Jenna supports existing relationships by managing the administration of trusts. With her experience in estate and trust planning and probate law, she serves as liaison between trust officers, clients, investment managers, tax preparers, attorneys, and other account professionals.

Heather Fields

Heather Fields

(419) 782-5143

As Operations Administrator, Heather is responsible for much of the daily trust accounting, reconciliation and cash management functions. She is responsible for department support, and is often the first point of contact in customer service for the team. Heather brings to the Trust Platform 8 years of experience in various trust roles. Heather graduated from Bluffton College with a bachelor's degree in business.

Doris Green

Doris Green

(419) 782-6263

As Wealth Management Administrator, Doris is responsible for the primary customer service and administrative support for the financial advisory platform. She provides assistance with the daily activities for both the trust and investment divisions within Wealth Management. A graduate of the European School of Administration, Doris has 8 years financial service experience and holds her Life Insurance License from the State of Ohio.

Kristen Maki

Kristen Maki

(419) 785-3746

As Wealth Management Assistant, Kristen supports both the trust and brokerage platforms within the Wealth Management department. She is responsible for the primary administration of the retirement plans with a focus on maintaining a positive experience for all account relationships. Bringing 6 years of experience to the department, Kristen also assists with the development and implementation of innovative solutions for improved client service. A graduate of Miami University, Kristen also brings experience in corporate institutional trust and custody.

Tracy Isaacson

Tracy Isaacson

Tracy serves as a private banker for First Federal Bank’s eastern footprint which includes Toledo, Perrysburg, Maumee, Bowling Green, and Genoa Ohio. In her role, she caters to her clients’ personal banking needs. 

Born and raised in Toledo, Ohio, Tracy is a 1989 graduate of the University of Toledo with a Bachelors Degree in Business Administration. She has worked in the banking industry since 1993 and has experience in a wide range of banking services including credit analysis, commercial and consumer lending, mortgage lending, private banking and branch management.  

Tracy is active in her community and has volunteered with multiple non-profit organizations, including the Arthritis Foundation, United Way, the American Heart Association and TMACOG’s (Toledo Metropolitan Area Council of Governments) Car Buy Program, Share-A-Ride, and Commuter Services Council.  Tracy has served on the Coalition Council Steering Committee for Bridges out of Poverty over the last five years.

 

Rod Walton

Rod Walton

(419) 427-2681

Rod Walton is Vice President of Private Banking. He earned his bachelor's degree in business administration from The University of Toledo and brings over 30 years of experience. He enjoys helping individuals understand their entire financial picture and coordinate their financial strategy. As a Trusted Advisor he can help his clients by discussing the variety of banking options provided by First Federal Bank.

Rod serves clients primarily in Findlay, Delphos, Elida, Ottawa, Fostoria, and Lima.

Lea Ann Hayes

Lea Ann Hayes

(419) 782-5889

Lea Ann Hayes has been serving clients since 1998, as an Assistant Vice President, Private Banker. She finds it rewarding to help individuals understand their entire financial picture and coordinate their financial strategy. 

She takes pride in improving the quality of life in the community in which she lives and works. Lea Ann serves as board member for Women’s Giving Circle, Defiance County Senior Services Auxiliary, Defiance Area Foundation Donor Development Committee and as Co-Chair for the YMCA Festival of Trees.

Lea Ann serves clients primarily in Defiance, Napoleon, Hicksville and Paulding, Ohio, as well as Fort Wayne, Indiana.

Mary Alice Nagel

Mary Alice Nagel

(419) 782-5180

Mary Alice is an Assistant Vice President and Private Banker with over 36 years of banking experience. She is responsible for handling accounts and managing finances for individual customers at the bank. As a private banker, she enjoys building relationships with clients as their Trusted Advisor to help them achieve their financial goals.

Mary Alice serves clients primarily in Defiance, Napoleon, Hicksville and Paulding, Ohio, as well as Fort Wayne, Indiana.

Dawn Bales

Dawn Bales

(517) 266-5071

As a private banker, Dawn enjoys building relationships with clients to help them understand their entire financial picture and coordinate a customized financial strategy.

She takes an active role in improving the quality of life in the community in which she lives and works. Currently, she is a Lenawee County Commissioner for District 4, serves as co-chair for Graze to Raise and Hickman Cancer Center, is Secretary of the Economic Development Corporation, Brownfield Development, Hospital Authority Board and Habitat of Lenawee Board. Dawn also volunteers with multiple non-profit organizations, including the Adrian Area Chamber of Commerce, Madison School Board, Civitan of Lenawee, Health and Human Services Grant Committee and Lenawee United Way.

Dawn has over 25 years of banking experience and is knowledgeable in a wide range of banking services including consumer and business lending, branch management and business development. 

Tim Durnell

Tim Durnell

(260) 490-7485

Tim has provided banking solutions for Fort Wayne, Indiana residents for over 30 years. As a private banker, he is able to provide his clients with knowledgeable advice from his time serving in other financial roles including commercial lending, consumer lending, mortgage lending, branch management and private banking. He has held a Series 7 license and a mortgage loan originator license in the past.

Born and raised in Fort Wayne, Tim enjoys helping others in his community achieve financial success by listening to their goals and helping them to plan accordingly. 

Tim has served in a leadership role for many local non-profits including the Embassy Theatre, Canterbury School, Fort Wayne Leadership Forum, Greater Fort Wayne, United Hispanic Americans and the local chapter of the Indiana University Alumni Association.

Tim serves clients primarily in the greater Fort Wayne, Indiana area. 
 

Brittany Linder

Brittany Linder

(419) 783-1080

As Wealth Management Administrative Assistant, Brittany provides administrative support with daily activities for the wealth management department. A graduate of Bowling Green State University, Brittany works closely with sales teams to fulfil clients’ needs.

Jessica Rivera

Jessica Rivera

(419) 783-1060

As Financial Advisor Assistant, Jessica is responsible for the primary customer service and administrative support for the financial advisory platform. She provides assistance with the daily activities for both the trust and investment divisions within Wealth Management. Jessica has over 10 years of financial service experience.

Securities offered through Money Concepts Capital Corp. Member FINRA/SIPC. First Federal Wealth Management is an independent firm not affiliated with Money Concepts Capital Corp. Not FDIC Insured. Not a Deposit. May Lose Value. Not Guaranteed by the bank. Not Insured by Any Federal Government Agency. www.moneyconcepts.com