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 the constant growth and improvement of our team. 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®
SVP, Chief Investment Officer & Wealth Department Manage
Tracy has earned a Master of Business Administration and Master of Business and Organizational Leadership from The Defiance College and holds a Bachelor of Business Administration from Eastern Michigan University. He has been involved in banking and wealth management since 1997. Tracy has experience with portfolio management, compliance, operations, account administration, and staffing. He has created proprietary tools to help with management and due diligence and believes financial planning is critical to successfully accomplishing client goals. Tracy earned the Accredited Investment Fiduciary (AIF) designation, certifying his expertise in fiduciary best practices and legal considerations. In 2008, he was awarded the Certified Investment Management Analyst (CIMA) designation.
Paul Wannemacher, CPA, PFS, CFP®
VP, Senior Trust Officer & Financial Planner
Paul is a licensed CPA and CFP® practitioner with over 25 years of experience in trust administration, portfolio management, tax & financial planning, and business consulting. He also is a member of the AICPA and holds a Personal Financial Specialist designation. He received his MBA in Finance from Bowling Green State University and dual Bachelor’s degrees from The University of Toledo. Paul believes in building strong client relationships through active listening and proactive ideas to ensure clients maximize the benefit of the funds entrusted to our care. He also believes in supporting his community through volunteer service and non-profit leadership roles
Peggy McQuistion, CIS II
AVP, Trust Officer
Peggy began her banking career in Atlanta, GA in 1986. She works closely with clients in building solid banking relationships by having experience in all facets of the retail side of banking. Peggy joined Croghan Colonial Bank in 1994, spending the majority of her years with us working in different areas of the Trust and Investment Management Division. In 2019, she became a Certified IRA Specialist II, which enhanced her knowledge of IRA rules and regulations.
Associate Trust & Investment Administrator
Nicole began her banking career in 2006. Prior to her current role in Trust and Investment Management, Nicole gained experience on the lending side of banking as well as being a personal banker in which she worked closely with her customers to ensure they were on the path to meeting their financial goals. Nicole doesn't believe in a one-size-fits-all approach and utilizes her previous experience to find comprehensive solutions for her clients.
Assistant Trust Officer
A 2020 graduate of the Fisher College of Business at Ohio State, Nick is excited to bring new perspectives to the team. In his prior role at an independent firm, Nick built client relationships by focusing on the importance of financial planning. Now as a fiduciary here at Croghan, he hopes to continue building relationships by leading with planning.
Nick is currently working towards a Master’s in Personal Financial Planning at Kansas State University, allowing him to sit for his CFP exam. He also holds his Series 7, 66, and 11-35 licenses.
Client Service Specialist
Diana began her career with 33+ years at The News-Messenger in the Production, Accounting, and IT departments. After 4 years at a local attorney’s office, Croghan Colonial Bank became her professional home. 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 life-long 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 prior to taking on her current role in Trust Operations. Martha has over 40 years of experience working at Croghan Colonial Bank.
Vicki is an Administrative Assistant who works with the Croghan Trust & Investment Management team. Vicki believes in 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.