The Croghan Trust & Investment Management team has been helping Ohio and Michigan families grow their hard-earned wealth and teaching them how to maximize the benefits of their family resources. We believe it is important to get to know our clients individually both as their advisors and ideally as friends. That means taking the extra step, making the extra touch, and refining our skills through our team's constant growth and improvement. If we sound like the kind of place where you can achieve financial improvement, we look forward to working with you!
Tracy Baughman, AIF®, CIMA®, ATFA
SVP, Chief Investment Officer & Wealth Department Manager
Tracy has worked as an Investment analyst and portfolio manager in a trust department setting since 1997. He holds the AIF and CIMA designations focused on fiduciary investment practices.
Education has always been important to Tracy. He holds a Master of Business Administration and Master of Business and Organizational Leadership from The Defiance College and a Bachelor of Business Administration from Eastern Michigan University.
Tracy has a long history of volunteerism where he has held roles within Big Brothers and Big Sisters, is the past Treasurer of CrimeStoppers of Defiance and Paulding counties, a foster parent, and Bedford Athletics’ Concession Stand co-manager. Tracy assists his current church, Northwest Christian Church, as the Director of Finance and is an admin and moderator of an online community – CML.
Paul Wannemacher, CPA, PFS, CFP®
VP, Senior Trust Officer & Financial Planner
Paul is a licensed CPA and CFP® practitioner with over 30 years of experience in trust administration, portfolio management, tax planning, financial planning, and business consulting. Paul is a member of the AICPA, holds a Personal Financial Specialist designation, and occasionally hosts continuing education events for national providers for CFP and accounting credits. Paul received his MBA in Finance from Bowling Green State University and dual Bachelor’s degrees from The University of Toledo in Business and Journalism.
Paul is a passionate advocate for financial and tax planning and is a member of Croghan’s Trust Investment team. He believes in building strong client relationships through active listening and proactive ideas to ensure clients maximize the benefit of the funds entrusted to us. Paul has helped generations of clients understand their wealth by making complex concepts understandable. The most important thing to Paul, however, is building a relationship with clients that is durable as well as enjoyable. Paul believes in supporting Croghan and our communities through volunteer service and non-profit leadership roles.
Diane Kamprath, CTOP™ CSOP™
VP, Senior Wealth Management Advisor
Diane brings over 35 years of experience, with experience in administering trusts, managing operations, and compliance. Diane takes pride in being a fiduciary in the industry and looking out for her client's best interests.
Diane obtained her Bachelor's Degree from Spring Arbor University, which helped move her forward in the trust and wealth management industry. She is a graduate of Midwest Trust School. Diane attended Cannon Financial and earned her Certified Trust Operations Professional CTOP™ and Certified Securities Operations Professional CSOP™ certifications. Diane received her certificate of Certified Financial Planning CFP completion from Bowling Green State University.
Peggy McQuistion, CIS II
AVP, Trust Officer
Peggy McQuistion has been with Croghan for over 28 years, having spent 24 years with the Trust and Investment Management division. She completed courses at Ohio Dominican College and The Ohio State University. In 2019 Peggy became a Certified IRA Specialist II, which enhanced her knowledge of IRA rules and regulations. She works closely with clients, using her previous experience in retail banking to build solid banking relationships.
Peggy is a dedicated member of her community. She is a former 4-H Club Advisor and Committee Member and Sunday School and Vacation Bible School instructor. An honorary Fremont Kiwanis Club member, where Peggy served as Treasurer for the entire Ohio District. Peggy is a current Community Advisor with the Sandusky County Communities Foundation and is a representative on their Finance Board. Peggy incorporates all of these valuable leadership skills into what she does at Croghan.
Associate Trust & Investment Administrator
Nicole has over 15 years of experience in the financial industry. Her diverse background in budgeting, lending, retirement planning, investing, and trust administration allows her to create well-rounded solutions for her clients.
For many, financial planning can seem overwhelming, so she strives to explain these concepts on a level everyone can understand. She is passionate about helping people feel confident about their financial future, which is why she specializes in 401(k) plans and retirement planning. She enjoys getting to know her clients and their families so she can become a trusted guide on topics ranging from college planning to estate planning and everything in between.
Wealth Management Advisor
Jamie has vast experience of over ten years in the financial industry. Jamie loves working through solving problems to build relationships and connect with his customers by using his skillset to help people strategize and achieve their retirement goals.
Jamie was a business owner for 12 years before going back to college and completing his business degree. He earned a 2-year Business Management degree from Terra Community College. Once Jamie started in the banking industry, Jamie acquired his Life and Health License, and Series 6 and 63, Investment Licenses. Once he transitioned into a financial advising role, he earned his Series 66 and Series 7 Investment Licenses.
When Jamie is not in the office, he enjoys spending quality time with friends and family on their small farm.
Client Service Specialist
Diana began her career with more than 33 years at The News-Messenger in the Production, Accounting, and IT departments. Soon after that, Croghan Colonial Bank became her professional home and she has worked for over 9 years in the Wealth Management department in client services. Her years of experience and education at Terra Community College and Vanguard Tech have prepared her to be a valuable asset to the department and clients.
Senior Trust Operations Assistant
Martha is a lifelong resident of the Fremont area and a graduate of Fremont Ross High School and Terra State Community College, with an associate degree in Accounting. She has worked in operations on the retail side of banking before taking on her current role in Trust Operations as a Wealth Operations Analyst. Martha has over 40 years of experience working at Croghan Colonial Bank.
Vicki is an Administrative and Trust Operations Assistant who has been working with the Croghan Trust and Investment team since 2019. Vicki believes Croghan’s view of “Helping good people make good decisions” and delivers this service with each client relationship. Vicki started her banking career in 2003 and has been with Croghan Colonial Bank since 2013.