Meet Our Team/Customer Service

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Financial Partners

Meet Our Team

Centier Financial Partners is a team of knowledgeable, credentialed professionals with decades of experience in assisting clients achieve their financial dreams. Our clients understand that we are here to serve them, providing the depth and planning necessary to craft a robust and long-lasting plan for our clients’ financial future.

Meet Our Team

Centier Financial Partners

Centier Financial Partners has a fiduciary obligation to act in your best interest. This includes all aspects of our relationship, from decisions involving disbursements, treatment of beneficiaries, investment choices, and a myriad of other financial and administrative decisions. As a fiduciary we have the experience and integrity to exceed your service standards and deliver results that align with your intentions. We uphold these standards as a team to help you grow and protect your wealth for your financial future.

Tim Coleman
Senior Vice President, Director of Centier Financial Partners
600 E. 84th Avenue Merrillville, IN 46410
(219) 755-6110 Ext. 1881
tcoleman@centier.com View Profile

Retirement, Trust & Investments
Stephanie Gerdes (CPA, CFP® — Vice President/Trust Officer) (219) 462-1701 Ext. 2151 View Profile
April Gordon (JD - Vice President/Administration and Compliance Officer) (219) 755-6110 Ext. 1886 View Profile
Dawn Kroeger (CFP® - Vice President/Trust Officer) (219) 755-6110 Ext. 1898 View Profile
Kristen Mallory (CTFA — Vice President/Trust Officer) (219) 755-6110 Ext. 1882 View Profile
Maryann K. McCauley (JD - Vice President/Trust Officer) (219) 755-6110 ext.1732 View Profile
Tax Services
Stacy Birky (CPA - Tax Officer) (219) 477-2733 Ext. 2152 View Profile
Stephanie Gerdes (CPA, CFP® — Vice President/Trust Officer) (219) 462-1701 Ext. 2151 View Profile
Teresa Roman (CPA – Vice President, Tax Officer) (219) 755-6110 Ext. 1879 View Profile

Disclosures

Securities and insurance products are offered by Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered by Cetera Investment Advisers LLC. Neither firm is affiliated with Centier Bank where investment services are offered. Advisory services may only be offered by Investment Adviser Representatives.

Click here to view Cetera Investment Services Privacy Policy other Important Information and Business Continuity Plan.

Securities and insurance products offered by Cetera Investment Services are: *Not FDIC insured * May go down in value * Not financial institution guaranteed * Not insured by any federal government agency * Not deposit products.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.

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