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
Karen Anastasi (Trust Officer) (219) 755-6110 Ext. 1885 View Profile
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® - Assistant 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
Sam Shaw (Associate Trust Officer) (219) 755-6110 Ext. 1877 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 – AVP/Tax Officer) (219) 755-6110 Ext. 1879 View Profile
Retirement Plan Services
Debbie Childers (Retirement Plan Services Specialist) (219) 755-6110 Ext. 1888 View Profile
Claudia Newell (AIF®/Vice President) (219) 755-6110 Ext. 1895 View Profile

Disclosures

Securities and insurance products are offered by Cetera Investment Services 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.

View Cetera Investment Services privacy policy and other important information.

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.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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