Team Stories

Each of our leadership team members have had their own unique journey within our firm. Learn how they forged and shaped their own career path by self-advocating and seizing responsibility and opportunity.

FEATURED TEAM MEMBER

Nikki Dillon

Intern now Director of Client Experience Coordinators

For someone with a passion for helping others, healthcare may seem like the obvious career choice. That’s what Nikki Dillon had in mind as she pursued a Healthcare Administration major at the University of Toledo. When she took a temporary job at TDC over Christmas break, she had no idea how it would change her career, without having to abandon that passion.

NIKKI'S STORY

More Team Stories

A team committed to seizing opportunity and creating their own path.

Career paths can take many different forms

Some have experienced many different roles and responsibilities. Others have taken a single role and made it richer and more critical to our firm. Here are our stories. Ready to begin yours?

Brady Fineske

Financial Adviser now President of TDC Investment Advisory

Adele Sobieszczanski

Administrative Assistant now Executive Vice President

Lindsay Franks

Logistics Specialist now Director of Client Operations

Jim Herrick

Adviser with Another Firm now Vice President

Jesse MacDonald

Tennis Teaching Professional now President of TFO Marketing Group

Bruce Cartwright

Compliance Associate now Family Wealth Adviser

Robert Bowers

Director of Operations now Chief Operating Officer and Human Resource Officer

Megan Cameron

Family Wealth Associate now Family Wealth Adviser

Stephanie Smith-Tremoulis

Student now Family Wealth Strategist

Nikki Dillon

Intern now Director of Client Experience Coordinators

Ready to start your story?
Contact us today.