Kevin Noll, AIF®, C(k)P®, CPFASenior Vice President
Director of Wealth Management
Director of Wealth Management
Office: 260.994.0051
Kevin Noll brings over 30 years of experience in trust, investment, and retirement plan management. As an Accredited Investment Fiduciary® (AIF®), Certified 401(k) Professional® (C(k)P®), and Certified Plan Fiduciary Advisor (CPFA), Kevin is highly qualified to guide clients through the complexities of fiduciary responsibility and retirement planning. His credentials reflect a deep understanding of mutual fund selection, fee benchmarking, plan design, and fiduciary standards of conduct.
Kevin’s extensive expertise will play a vital role in the future success of Appleseed Wealth Management. In previous roles, he has led initiatives in personal financial advising, trust investment process management, and retirement plan services. His collaborative approach and dedication to helping individuals and teams achieve their financial goals align closely with Appleseed’s mission of delivering personalized, values-driven solutions.
A graduate of Wabash College with an MBA from Indiana University and a native of Fort Wayne, Kevin is deeply involved in his community. He volunteers with local not-for-profit organizations and serves on their investment committees, demonstrating his commitment to giving back and supporting the financial well-being of others.
Sherri Chaney, CTFA, CSOP
Vice President
Senior Wealth Manager
Senior Wealth Manager
Office: 260.994.0052
Sherri Chaney brings over 30 years of expertise in the banking and trust industry. As a Certified Trust and Financial Advisor (CTFA) and a Certified Securities Operations Professional (CSOP), Sherri is highly qualified to guide clients through the complexities of trust management and financial planning. She is also licensed with Series 7 and 63 through FINRA and Life and Health Insurance licensed in the state of Indiana.
Sherri’s extensive knowledge and experience were instrumental in the founding of Appleseed Wealth Management. In previous roles, she was a key part in establishing two trust departments. Her experience spans a wide range of responsibilities, from capital changes and securities processing to managing trusts, estates, agencies, and qualified retirement plans.
A graduate of Purdue University and Cannon Trust School, Sherri is committed to ongoing professional development. She continually completes continuing education courses to stay up to date in areas such as securities operations, fiduciary and trust activities, financial planning, tax law, investment management, and ethics.
Lisa Mansberger
Vice President
Senior Wealth Manager
Office: 260.205.5026
With a career span of over 19 years in the banking and trust industry, Lisa Mansberger brings a wealth of expertise in managing complex Trusts, Estate Administration, Investment Agencies, and IRAs. Her deep understanding of the financial landscape allows her to provide personalized, strategic solutions that meet the unique needs of her clients.
A Cum Laude graduate of Ivy Tech Community College and Cannon Trust School, Lisa continually completes continuing education courses to stay up to date. These educational experiences have solidified her foundation in Trust and Estate Administration, equipping her with the skills to navigate intricate financial matters with precision.
Lisa’s career is built on a commitment to integrity, service, and continuous growth, and she is dedicated to helping individuals and families secure their financial legacies for generations to come. Beyond her professional commitments, Lisa is passionate about giving back to her community. She serves as an active board member for the YMCA of Greater Fort Wayne and volunteers her time with Junior Achievement USA.
Melissa Minser
Wealth Operations Specialist
Office: 260.205.5025
Melissa Minser is embarking on her career in wealth management with Appleseed Wealth Management. With a solid foundation in finance and banking, Melissa is eager to expand her knowledge, training, and accreditation in the wealth management field. She is committed to continuous learning and professional development, aiming to achieve various certifications and licenses in the future.
Melissa's previous experience in finance has equipped her with a strong understanding of financial principles and client service. Previously, she worked in banking, which honed her skills in financial analysis, customer relations, and operational efficiency. During her time working in banking, she held several positions, from working the teller line, to helping customers with loan applications. Her dedication to excellence and her proactive approach to problem-solving have been key assets in her career thus far.
Joining Appleseed Wealth Management represents an exciting new chapter for Melissa. She is particularly drawn to the opportunity to be part of a growing and innovative firm. The chance to learn from her distinguished coworkers and contribute to the development of a new venture is what inspired her to join the team. Melissa is enthusiastic about the collaborative environment at Appleseed and looks forward to playing a role in helping clients achieve their financial goals.
Outside of work, Melissa is passionate about community service and enjoys volunteering with local non-profits. She believes in giving back to the community and is always looking for ways to make a positive impact.