Trust & Estate Planning

 Trust & Investment Logo

Market Insights

Our Team

Monika LovewellMonika Lovewell, J.D., CTFA

SVP, Trust Officer

419-355-2211 |


Tracy BaughmanTracy Baughman, AIF®, CIMA®

VP, Investment Services Manager

419-464-3035 |

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.






Paul WannemacherPaul Wannemacher, CPA, PFS, CFP®

VP, Trust Officer

419-464-3034 |


Peggy McQuistionPeggy McQuistion, CIS II

AVP, Trust Officer

419-355-2171 |

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. 






Nicole SmithNicole Smith

Trust Administrator

419-355-2213 |


Vicki WismerVicki Wismer

Administrative Assistant

419-355-2212 |

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.







Diana WollenslegelDiana Wollenslegel

Client Service Specialist

419-355-2279 |


Martha WiseMartha Wise

Senior Trust Operations Assistant

419-355-2214 |

    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.










Retirement PlanningYou work hard. Shouldn’t your money do the same? A secure, comfortable retirement is every worker’s dream. Achieving the dream of a secure, comfortable retirement is much easier when you plan your finances. We can help!

Here are some educational resources on retirement planning.

Learn More




Investment ManagementWhen it comes to your investment strategy, building your portfolio the right way is half the battle. An advisor can help you create a custom-tailored plan to manage your portfolio and then put it into practice. If you have questions bout staying on track, rebalancing, getting through market turbulence, or minimizing your tax bill, we're here for you.

Here are some educational resources on investment management.

Learn More




Financial PlanningMaybe you're tackling debt, getting married, buying a home, paying for college, or planning for retirement - regardless of your situation, we'll build you a plan that provides a roadmap to achieve your goals and live your dreams. Talk to one of our professionals today to get started on customizing your financial plan based on your needs.

Here are some educational resources on financial planning.

Learn More




Legacy PlanningYou've worked hard to build what you have. So, it's only natural that you want to establish and nurture a legacy that will last for years or even decades after you've gone. Accomplishing the estate planning basics like a last will and advance directive is of vital importance. But, it's also beneficial to think about the process more holistically, and we can help.

Here are some educational resources on legacy planning.

Learn More




Saving for CollegeIt's never too early to start planning. Starting early can make a difference, both in terms of the money you contribute over time, and its potential to grow. There are a number of investment accounts you can use help save for a child's education. One of our professional advisors can help you compare your options.

Here are some educational resources on saving or college.

Learn More




Fraud PreventionWith con artists developing new scams, it's more important than ever to make sure your bank accounts are protected and safe. Criminals have become adept to taking over individual bank, brokerage, credit card and online shopping accounts. A bank representative can provide more information about identity theft and other scams, and how you can protect yourself. 

Here are some educational resources on fraud prevention.

Learn More






Croghan Loan Payment Portal

     Pay your Croghan Loan from any Financial Institution.

             Pay Your Croghan Loan Now!



back to top