Our people.

Strategic. Experienced. Wise. Comprehensive. Personal.

For generations, HT|TC Wealth Partners’ clients have come to rely upon our team for guidance to navigate every phase of life. We are dedicated to developing deep, long-term client relationships through personalized advice and access to our vast resources.

Get to know our people.


Claudia Abel
Business Operations Senior Associate
Alana Becker
Client Service Associate
Nancy T. Bell
Wealth Advisor
Tami Bowman
Retirement Plan Services Director
Paula Brennan
Office Manager / Special Events
Laura Egel
Retirement Plan Services Account Executive
Jenni Engstrom
Wealth Management Account Executive
David L. Fisher
Operations Director
William M. Giffin
Chief Executive Officer
Debra L. Gregorash
Finance Director
Ninah L. Hebert
Senior Investment Division Operations Manager
Maria Hernandez
Operations Specialist
 Alex R. Hoveln
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
Wealth Advisor
Daniel O'Brien
Wealth Advisor
Kimberly O'Brien
Wealth Advisor
Thomas P. Olexa
Director, Wealth Advisor
Kevin Rice
Senior Investment Strategist
Kathleen Schelling
Finance & Operations
Evan Serwinski
Wealth Specialist
Cheryl Simoncelli
Retirement Plan Services Advisor
Shannon L. Stevens
Trust Company of Illinois President
Jill Ward
Wealth Advisor
Kelly Wiley
Wealth Management Account Executive
Charlene K. Wilke
Trust & Estate Services Advisor
Wendy Wong
Senior Business Systems Strategic Analyst
Michael Wrocenski
Client Service Associate

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HTA Client Relationship Summary
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