Meet the team.

The HT|TC Wealth Partners team is a talented and diverse group of talented professionals, each bringing specific strengths and perspectives to the table. With deep experience across wealth management, operations, finance, investments, strategy, and client care, we are united by a commitment to excellence and a genuine passion for helping our clients achieve their goals. Each team member contributes their own background and skills, creating an engaging environment where collaboration and fresh ideas thrive. Together, we’re dedicated to building lasting relationships and delivering personalized solutions that make a meaningful difference in our clients’ lives.

Claudia Abel
Business Operations Senior Associate
Alana Becker
Client Service Associate
Tami Bowman, CPC™, QPA™, QKC, CPFA<sup>®</sup>
Retirement Plan Services Director
Paula Brennan
Office Manager / Special Events
Laura Egel
Retirement Plan Services Account Executive
Jenni Engstrom, FPQP<sup>®</sup>
Wealth Management Account Executive
David L. Fisher
Operations Director
William M. Giffin
Chief Executive Officer
Debra L. Gregorash, CPA
Finance Director
Ninah L. Hebert
Client and Advisor Experience Manager
 Alex R. Hoveln, MBA, CFP<sup>®</sup>, CPFA<sup>®</sup>
Financial Advisor, Retirement Plan Services Manager
Anna M. Jarusan
Senior Insurance Division Operations Manager
Shaniqua Jefferson
Lead Operations Specialist
Cindy Jones
Trust & Estate Services Senior Account Executive
Terry Kothe
Wealth Advisor
Kelly LaPalio
Growth Marketing Executive
Kathryn McGough, CFP<sup>®</sup>
Wealth Advisor
Daniel O'Brien
Wealth Advisor
Kimberly O'Brien, CFP<sup>®</sup>
Wealth Advisor
Thomas P. Olexa, CLU<sup>®</sup>, CHFC<sup>®</sup>, CFP<sup>®</sup>
Director, Wealth Advisor
Kevin Rice
Senior Investment Strategist
Kathleen Schelling
Finance & Operations
Evan Serwinski. CFP<sup>®</sup>
Wealth Specialist
Cheryl Simoncelli, CPFA<sup>®</sup>
Retirement Plan Services Advisor
Shannon L. Stevens, JD
Trust Company of Illinois President
Jill Ward, CFP<sup>®</sup>, CFTA
Wealth Advisor
Kelly Wiley
Wealth Management Account Executive
Charlene K. Wilke, CFTA
Trust & Estate Services Advisor
Wendy Wong
Senior Business Systems Strategic Analyst
Michael Wrocenski
Client Service Associate

Legal & Privacy | Web Accessibility Policy

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
© 2025 Hightower Advisors. All Rights Reserved.