TC Wealth Partners:
Our Team  

Strategic. Experienced. Wise. Partners. Comprehensive. These are only five of many words that our clients use to describe our wealth management team. We exist to serve families as they make their way from generation to generation. We advise families as they plan for life's transitions.

 Leadership Team

William M. Giffin
William M. Giffin
Chief Executive Officer
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Bill's
Profile
Gregory W. Osko
Gregory W. Osko
Chairman
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Greg's
Profile
J. Reed Murphy
J. Reed Murphy
President
Chief Investment Officer
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Reed's
Profile
Debra L. Gregorash
Debra L. Gregorash
Chief Financial Officer
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Debbie's
Profile
Michael R. McMorris
Michael R. McMorris
Retirement Plan Services Director
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Mike's
Profile
David L. Fisher
David L. Fisher
Operations Manager
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David's
Profile

 Wealth Management Team

William M. Giffin
William M. Giffin
Chief Executive Officer
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Bill's
Profile
Gregory W. Osko
Gregory W. Osko
Chairman
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Greg's
Profile
J. Reed Murphy
J. Reed Murphy
President
Chief Investment Officer
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Reed's
Profile
Gregory S. Aagaard
Gregory S. Aagaard
Market Development Officer
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Greg's
Profile
Jerome M. Avner
Jerome M. Avner
Wealth Advisor
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Jerry's
Profile
John "Jack" Barry
John "Jack" Barry
Investment Analyst
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Jack's
Profile
Nancy T. Bell
Nancy T. Bell
Wealth Advisor
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Nancy's
Profile
Paula Brennan
Paula Brennan
Marketing & Special Events
Office Manager
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Paula's
Profile
Thomas B. Egan
Thomas B. Egan
Senior Portfolio Manager
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Tom's
Profile
Jenni Engstrom
Jenni Engstrom
Client Services
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Jenni's
Profile
Shaniqua Jefferson
Shaniqua Jefferson
Client Services
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Shaniqua's
Profile
Terence L. Kothe
Terence L. Kothe
Principal
Wealth Advisor
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Terry's
Profile
Frederick W. Lundin
Frederick W. Lundin
Wealth Management Account Executive
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Fred's
Profile
Kathryn E. McGough
Kathryn E. McGough
Wealth Management Senior Account Executive
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Kathryn's
Profile
Daniel P. O’Brien
Daniel P. O’Brien
Wealth Advisor
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Dan's
Profile
Kimberly O’Brien
Kimberly O’Brien
Wealth Management Account Executive
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Kim's
Profile
Abrar Sait
Abrar Sait
Wealth Advisor
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Abrar's
Profile
Jill L. Ward
Jill L. Ward
Partner
Wealth Advisor
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Jill's
Profile

 Trust Services Team

Dinah E. Baldwin
Dinah E. Baldwin
Trust Services
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Dinah's
Profile
Cindy Jones
Cindy Jones
Trust Services Account Executive
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Cindy's
Profile
Charlene K. Wilke
Charlene K. Wilke
Trust Services Advisor
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Charlene's
Profile

 Retirement Plan Services Team

Michael R. McMorris
Michael R. McMorris
Retirement Plan Services Director
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Mike's
Profile
Tami Bowman
Tami Bowman
Retirement Plan Services Consultant
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Tami's
Profile
Laura Egel
Laura Egel
Retirement Plan Services Account Executive
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Laura's
Profile
Timothy H. Hattendorf
Timothy H. Hattendorf
Retirement Plan Services Operations Specialist
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Tim's
Profile
Cheryl A. Simoncelli
Cheryl A. Simoncelli
Retirement Plan Services Advisor
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Cheryl's
Profile
Sandra Vivian
Sandra Vivian
Retirement Plan Services Recordkeeping Associate
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Sandy's
Profile

 Business Operations Team

Debra L. Gregorash
Debra L. Gregorash
Chief Financial Officer
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Debbie's
Profile
David L. Fisher
David L. Fisher
Operations Manager
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David's
Profile
Claudia M. Abel
Claudia M. Abel
Business Operations Senior Associate
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Claudia's
Profile
Cynthia A. Dugo
Cynthia A. Dugo
Trust Operations Senior Associate
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Cindy's
Profile
Samuel Paisley
Samuel Paisley
Trust Operations Associate
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Sam's
Profile
Kathleen Schelling
Kathleen Schelling
Compliance Advisor
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Kathy's
Profile
Wendy M. Wong
Wendy M. Wong
Client Services
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Wendy's
Profile