Newsmakers: People On The Move

FINANCIAL SERVICES

Steven Adams has joined Golba Financial in Traverse City as a registered representative. He brings several years of financial and business experience to the position, including work with national brokerages and also as CEO of a home warranty and liability company.

Patty Bell-Johnson, an account specialist at Pyramid Tax, Accounting & Consulting in Traverse City, has achieved the Enrolled Agent certification, the highest credential the Internal Revenue Service awards. She can now represent taxpayers before the IRS.

Autumn Chalker Soltysiak has moved her independent wealth management practice to hemming& in Traverse City. She is a certified financial planner and brings more than ten years of experience in financial planning, wealth management, insurance and business owner services.

Kathy Dixon has joined Chemical Bank in Traverse City as vice president and personal trust officer. Her background includes 17 years as vice president and senior personal trust portfolio manager with Huntington National Bank and more than 11 years as assistant vice president and trust portfolio manager with Citizens Bank.

Branko Gegich, a senior vice president, financial advisor, senior portfolio manager and financial planning specialist in Morgan Stanley’s Wealth Management office in Traverse City, has been named to the firm’s Master’s Club, a group composed of the firm’s top financial advisors. He has been with Morgan Stanley Wealth Management (and its predecessor firms) since 1987.

Lisa Hemming of hemming& in Traverse City, has passed her Series 6 and Series 63 licensing exams and is now licensed to sell life and health insurance. She has been part of the hemming& team for many years and was recently granted a scholarship through SagePoint Financial to attend the Advisors Ahead training program.

Jeff Hickman, West Michigan commercial loan officer for HomeBanc, has been named the bank’s top government guaranteed commercial lender in 2014. Due to Hickman’s 30-year history in West Michigan, the Tampa, Florida-based organization is growing its portfolio at a steady rate in Michigan’s central and northern peninsula region.

The Bank of Northern Michigan announces four promotions within the Traverse City business banking group:

Jason Blain has been promoted to vice president, business banking officer. He joined the bank in 2008, most recently as assistant vice president, business banking officer.

Brian Eggleston has been promoted to vice president, private banking officer. He has been with the bank since 2006, most recently as assistant vice president, private banking officer.

Ryan Popa has been promoted to business banking officer. He joined the bank in 2010 through the Professional Development Program, and served most recently as a business banker.

Wade Van Houzen has been promoted to senior vice president, business banking manager. He has more than 25 years of experience in banking and has been with the bank since 2009.

HEALTH CARE

Anne M. Cavanagh, M.D. has joined the staff of Munson Medical Center as a specialist in internal medicine, and hospice and palliative medicine. She practices at the Traverse Health Clinic in Traverse City and at Munson Hospice & Palliative Care.

Dr. Bruce Cozzens, co-owner of BayWest Animal Clinic in Traverse City, has been appointed vice president of the Michigan Veterinary Medical Association (MVMA). He has served on the MVMA board of directors since 2011 and is a lifetime member of the association.

LAW

Janis Adams, an employment law attorney and shareholder with the Smith Haughey Rice and Roegge law firm in Traverse City, has joined the firm’s 2015 board of directors.

Ben Bryant has joined the Dingeman & Dancer law firm in Traverse City. His background includes work as a judicial law clerk as well as private practice, gaining experience in civil and commercial litigation, contract drafting, employment matters, municipal representation, corporate issues and criminal defense.

Gabriel Marinaro has joined the Smith Haughey Rice and Roegge law firm in Traverse City as a shareholder in its labor and employment group. He advises publicly- traded and privately-held companies, tax-exempt organizations, governmental entities and individual executives on employee benefits and executive compensation matters.

Ashley Wilson recently joined the law firm of Dingeman & Dancer in Traverse City. She is new to the practice of law and works with injured clients who are forced to litigate big insurance companies.

REAL ESTATE

Lou Anne Ford, a realtor with Century 21 Northland in Traverse City, has received a “Best Of” recognition for customer satisfaction from Houzz, the leading platform for home remodeling and design. The honor is determined by a variety of factors, including the number and quality of client reviews a professional received in 2014.

Kimberly Pontius, executive vice president of the Traverse Area Association of Realtors, has earned the Certified Association Executive (CAE) designation from the American Society of Association Executives. The CAE is the highest professional credential in the association industry.

Shawn Schmidt Smith of Coldwell Banker Schmidt Realtors in Traverse City was the top agent in sales volume on the Old Mission Peninsula and in the top 1 percent of all local realtors for 2014. She represents both buyers and sellers and averages 45 transactions a year.

OTHER

Scott P. Hebert is the new head golf professional for the Traverse City Golf and Country Club. He joins the organization after serving as the head golf pro at the Grand Traverse Resort and Spa for nearly nine years.

Jim Jeffreys has been appointed general manager of Fox Grand Traverse, BMW of Traverse City, Mercedes-Benz of Traverse City and Alfa Romeo and FIAT of Traverse City. He has 35 years of experience in the automotive industry and was most recently the general manager of Fox Charlevoix and Fox Charlevoix Ford. Jeffreys first joined Fox Motors in 2010 as a sales consultant.

Tom Kern is the new executive director of the Elk Rapids Area Chamber of Commerce. He replaces Misty Youngson, who left the organization last fall. Kern recently returned to Traverse City from Steamboat Springs, Colo., where he was CEO of the Chamber Resort Association.

Anthony (Tony) Lentych is the new executive director of the Traverse City Housing Commission. He brings nearly 10 years of senior operational experience to the commission, most recently as general manager of Leelanau Wine Cellars. He also served as a gubernatorial appointee to the board of directors of the Michigan State Housing Development Authority from 2011 through 2014 and brings a background in affordable housing and community development.

Greg Marshall has returned to MacDonald-Garber Broadcasting as operations director for its AM radio stations and general manager for its Cadillac radio group – Mix 96 96.7 FM WLXV, 93.7 FM The Ticket WKAD, and Rush Radio 1240 AM WATT. He continues to air his daily talk radio show on WMKT radio in the Traverse City / Petoskey market, and will also be adding the afternoon program to WATT radio.

Dane Moeggenberg has joined Image360 in Traverse City as a project manager, working with clients on their visual communication projects. He first began working with the company as a seasonal sign production assistant in 2002.

Annie Olds is the new regional director of the Small Business Development Center (SBDC). She has been with the SBDC for nearly four years as a business consultant. She also serves as the region’s agriculture business specialist.

Tom Osborne has joined Chateau Chantal on the Old Mission Peninsula as the bed and breakfast front desk supervisor, assisting staff with reservations, communications, customer service and the upkeep of the bed and breakfast. He brings more than 20 years of counseling, program supervision and hospitality skills to the position.

Shannon Owen is the new director of Grand Valley’s Traverse City Regional Center, overseeing the university’s programs at Northwestern Michigan College’s University Center. Owen had served as manager of northern Michigan programs for Eastern Michigan University, and as academic and career advisor for Northwestern Michigan College.

Ascomnorth in Acme announces the following personnel news:

Mark Messer has completed certification for the Alcatel-Lucent Enterprise OmniPCX VOIP and Digital Voice Messaging Systems, one of the only telephony systems capable of a fully VOIP, digital, hosted and/or analog implementation which can be used in new construction or retrofitting existing facilities.

Mark Perkins has completed certification for the Alcatel-Lucent Enterprise OmniPCX VOIP and Digital Voice Messaging Systems, one of the only telephony systems capable of a fully VOIP, digital, hosted and/or analog implementation which can be used in new construction or retrofitting existing facilities.

Jessi Wallington recently joined the company as administrative assistant, assuming roles as receptionist, inside sales, purchasing, and website and social media coordinator.

Dan Jonkhoff, Chris Jonkhoff-Hater, Lindsey Jonkhoff Rogers and Rick Harkert, all funeral directors with the Reynolds-Jonkhoff Funeral Home, have recently qualified for the Funeral Service Practitioner recertification by the Academy of Professional Funeral Service Practice.

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