While our team members may have taken different paths to joining us, they all share in a depth of expertise and a devotion to helping you, and your family, achieve your long-term objectives.
Richard A. Gartelmann Jr. currently manages the Bank’s Wealth Management Division. With over 20 years of trust and investment experience, Rich co-manages the Equity Common Trust Fund and the Fixed Income Common Trust Fund, co-manages major institutional accounts, and manages individual accounts. Rich is a Certified Financial Planner (CFP®). He earned a bachelor of arts degree from Governor’s State University, a master’s of business administration from St. Xavier University, and has attended Cannon Trust School.
Chris Barry, J.D., has over 33 years of experience to the Trust Industry. For 31 years, he has supervised Trust Administration, insuring Trust instrucions are carried out pursuant to statutes and case law. He has also served as Trust Department Head, overseeing not only Trust Administration, but Investments and New Business. Barry earned five degrees from Northern Illinois University including a BS in biology, a BS in chemistry, a MA in management, a MA in sociology, and a Juris Doctor degree. He also holds an executive degree in bank management from the University of Wisconsin, a certificate in financial planning from the University of Denver, and is admitted to practice law in the state of Illinois.
Edward J. Gorenz is a Vice President and Trust Officer with Old Second Bank’s Wealth Management Group. With over 27 years of trust and investment experience, Ed manages personal trust and estate administration relationships, and is a member of several Wealth Management committees including Real Estate, Trust Administration, Discretionary Distribution, and Trust Investment. Ed earned a Bachelor of Science degree from the University of Illinois and a Master of Science in Finance degree from Northern Illinois University. He also attended Northwestern University’s National Trust School and Southern Illinois University’s Illinois Banking School.
Brad Johnson is a Vice President and Investment Officer with Old Second Bank’s Wealth Management Group. Brad co-manages the Equity Common Trust Fund, co-manages major institutional accounts and manages individual accounts. Brad earned a Bachelor of Science in Finance degree from the University of Illinois Urbana-Champaign as well as a Master of Science in Finance degree also from the University of Illinois Urbana-Champaign. He is a holder of the FINRA 65 license and has the designations Chartered Financial Analyst and Certified Financial Planner.
Steve has over 16 years of investment experience managing investments for trust clients, high-net-worth individuals and institutional relationships. He manages the Investment Team that is responsible for our investment strategy, market research, security analysis, and portfolio management. He also manages client portfolios and co-manages the Equity and Fixed Income Common Trust funds.
Steve has a B.B.A. in Finance, Investments & Banking and a B.A. in Economics from University of Wisconsin – Madison. He also has a M.B.A. from University of Chicago Booth School of Business and is a Chartered Financial Analyst®.
Steve is a member of the CFA Society of Chicago and of the CFA Society of Milwaukee.
Michele A. Morgan brings over 25 years of trust experience to Old Second. From simple to complex Estate and Trust administration, clients can trust that their financial matters will be handled in an efficient and expert manner. Michele also possesses expertise in the administration of Guardianships, OBRAs and Third Party Funded Special Needs Trusts. Michele has achieved the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers. She earned a B.A. in Management, with honors, from Benedictine University. Michele is a member of the Fox Valley Estate Planning Council and DuPage Estate Planning Council. Michele volunteers her time at Equine Dreams, Inc.
Sandra Nies brings over 20 years of banking industry experience to Old Second National Bank. Ms. Nies serves as an advisor to high net worth individuals, families, and business owners. She is responsible for coordinating the efforts of a relationship based team that includes investment professionals, financial planners, trust services, and estate specialists.
This approach ensures our clients receive relevant and professional advice in our delivery of a comprehensive Wealth Management strategy.
Sean O’Connor began his career with Old Second National Bank in 2008 as Trust Officer in the Retirement Plan Services Group and became a manager of the department where he’s spent 7 years managing and developing the Client Management Team. He is responsible for the sales, marketing support and client relationship for the Old Second National Bank’s Retirement Plans. Sean is a graduate of Benedictine University with a bachelor’s degree in business economics. He has over 25 years as a financial plan professional specializing in the analysis, design and implementation of innovative retirement plan solutions for clients ranging from 250K to 250MM in assets. Sean has held FINRA Series 6 and 63 designations.
Mary Randel currently serves as Retirement Services Trust Officer at Old Second National Bank. She is responsible for the delivery of exceptional customer service to bank clients utilizing the Bank’s retirement plan product options. She possesses exceptional working knowledge of the Qualified Plan market. She has also worked on projects relating to non-qualified deferred compensation plans, stock purchase option plans, and 403(b) plans for the non-profit sector. Mary’s specialties include: (1) Retirement Services: Multiple Employer Plans, Profit Sharing Plans, Compliance, and Pension Consulting; (2) SPARK Accredited Retirement Plan Consultant (ARPC) designation; (3) Client retention; (4) Asset management; (5) Employee communications; (6) Has held both Series 6 and 63 designations; (7) Over twenty years of retirement plan administration experience.
Andy Roche brings over 25 years of trust experience to Old Second. In addition to his role as Head of Trust Administration, he also oversees taxes, trust operations and is the department’s IRA expert. Roche earned a bachelor of science in accounting with a business minor from St. Joseph’s College and a master of business administration in finance from Benedictine University. He is also a graduate of National Graduate Trust School at Northwestern University, a graduate of DePaul Financial Planning Certificate, is a CPA, CFP®, and holds a FINRA Series 65 License.
Drawing on over 20 years of Investment and Trust experience, Jacqueline serves as First Vice President and Wealth Advisor. She advises and guides high net worth individuals, families and business owners in the planning and management of their wealth. Utilizing our distinct and comprehensive approach she brings an integrated team of credentialed specialists to clients to provide advanced financial planning, investment and money management, tax planning, estate planning and administration, charitable giving and wealth transfer. This collaborative approach ensures our clients receive relevant and professional advice in our delivery of a comprehensive Wealth Management Strategy.
Jacqueline is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. She earned a BA from Michigan State University and completed the Certificate Program in Financial Planning from DePaul University.
She is a member of the Financial Planning Association and the Fox Valley Estate Planning Council.
Carolyn S. Swafford brings over 23 years of trust experience to Old Second National Bank. She handles a wide variety of personal trust accounts, including Revocable and Irrevocable Trusts, Guardianships, Estates, and Special Needs Trusts. In addition, Carolyn is the Land Trust and 1031 Exchange Trust administrator.
Carolyn is a Certified Trust and Financial Advisor (CTFA). She earned a Bachelor of Science degree from Northern Illinois University in Human Resource Management. Carolyn is a past president of the DeKalb Rotary Club and is a Board Member and Secretary of the Ellwood House Association.
Jacquelyn Volkert, CTFA brings 30 years of trust experience to Old Second. As a relationship manager and senior trust officer, she secures and manages personal and business relationships. She oversees the Irrevocable Insurance Trust and has overseen Land Trust, IRA, and departmental trust operations. Volkert is a graduate of Rockfort Business College, attended Bradley University, is a graduate of the Trust School from the University of Wisconsin and National Graduate Trust School at Northwestern University where she received her Certified Trust Financial Advisor (CTFA).
Old Second National Bank is committed to protecting your privacy and ensuring your private information is secure. For your protection, do not send sensitive information such as account numbers, Social Security Numbers or private information through email.
Investment advisory and financial planning services may be offered through River Street Advisors, LLC, a wholly owned subsidiary of Old Second National Bank. River Street Advisors, LLC is a registered investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that an investor's portfolio will match or exceed any particular benchmark.
Not insured by the FDIC nor any govt agency; Not a deposit or other obligation of, or guaranteed by, the depository financial institution; Subject to investment risks, including possible loss of principal amount invested.