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Our Team
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| Monika has considerable experience in the trust field, including nearly 20 years working in her own trust and estate planning law firm in Green Bay and northern Wisconsin. She has lead Trust and Estate Planning teams in California, Minnesota, and Michigan and has also taught legal studies and estate planning courses at colleges in Wisconsin and New York. Monika earned her law degree from George Washington University in Washington D.C. and has an undergraduate degree from the University of California, Berkeley. She is also a Certified Trust and Financial Advisor. |
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. |
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| 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 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. | |
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| 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. | 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. Vick started her banking career in 2003 and has been with Croghan Colonial Bank since 2013. |
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| 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. | ||
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