Staff Biographies 2017-05-09T15:53:16+00:00

MEET OUR TEAM

Charter Trust is uniquely sized to provide the best of all worlds. We are large enough to have the depth of knowledge and experience clients’ require. But small enough to provide the personal experience our clients want.  Our old world standards and values set us apart, and are the reasons our loyal employees average 10 years with Charter Trust.

Senior Partners 

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Our Senior Partners guide the firm and set the strategic agenda and priorities.  Short lines of communication, streamlined processes and clarity on how and who can make decisions is fundamental to the success of the firm.

William J. McIver
William J. McIverPresident & Chief Executive Officer
Mr. McIver is President & Chief Executive Officer of Charter Trust Company. He joined the firm in 2016.
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Douglas R. Tengdin
Douglas R. TengdinChief Investment Officer & Senior Partner
Mr. Tengdin is Chief Investment Officer of Charter Trust Company. He joined the firm in 2000 and is located in our Hanover, NH office.
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Christine L. Donovan
Christine L. DonovanChief Operating Officer & Senior Partner
Ms. Donovan is Chief Operating Officer of Charter Trust Company. She joined the firm in 1997 and is located in our New London, NH office.
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Kathryn M. Woodfin
Kathryn M. WoodfinDirector of Wealth Services & Senior Partner
Ms. Woodfin is Director of Wealth Services of Charter Trust Company. She joined the firm in 1996 and is located in our Concord, NH office.
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Wealth Services 

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Our professional advisors help individuals and families structure accounts that will build, preserve, manage and when the time comes, transfer their wealth.  Financial Planning is an all-encompassing process of regularly assessing ones assets and resources and balancing them against estimated future financial needs. Our team provides advice and guidance on a wide range of topics to help clients create a comprehensive roadmap that will help them achieve their financial goals.

Kathryn M. Woodfin
Kathryn M. WoodfinDirector of Wealth Services & Senior Partner
Ms. Woodfin is Director of Wealth Services and a Senior Partner at the firm. She joined the firm in 1996 and is located in our Concord, NH office.
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Elizabeth R. Kapp
Elizabeth R. KappSenior Vice President & Wealth Advisor
Ms. Kapp is Senior Vice President & Wealth Advisor of Charter Trust Company. She joined the firm in 2001 and is located in our Meredith Office.
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Deanna C. Wilson
Deanna C. WilsonSenior Vice President & Wealth Advisor
Ms. Wilson is Senior Vice President & Wealth Advisor of Charter Trust Company. She joined the firm in 2017 and is located in our New London Office.
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Kim E. LaCoste
Kim E. LaCosteVice President & Wealth Advisor
Ms. LaCoste is a Vice President and Wealth Advisor at Charter Trust Company. She joined the firm in 2004 and is located in our Peterborough office.
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Lynne M. J. Ford
Lynne M. J. FordVice President & Wealth Advisor
Ms. Ford is a Vice President and Wealth Advisor at Charter Trust Company. She joined the firm in 2003 and is located in our Hanover office.
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Maureen Kimball
Maureen KimballVice President & Wealth Advisor
Ms. Kimball is a Vice President & Wealth Advisor at Charter Trust Company. She joined the firm in 2016 and is located in our Concord NH office.
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Timothy Allen
Timothy AllenWealth Advisor
Mr. Allen is a Wealth Advisor at Charter Trust Company. He joined the firm in 2014 and is located in our New London office.
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Halie Alosky
Halie AloskyWealth Advisor
Ms. Alosky is a Wealth Advisor at Charter Trust Company she returned to the firm in 2014 and is located is located in our Nashua NH office.
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Amy Currie
Amy CurrieWealth Advisor
Ms. Currie is a Wealth Advisor at Charter Trust Company. She joined the firm in 2016 and is located in our Meredith NH office.
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Candace Howard
Candace HowardAdministrative Officer
Ms. Howard is an Administrative Officer at Charter Trust Company and is located in our Rochester NH office.
Kristin Lyden
Kristin LydenSenior Wealth Administrator
Ms. Lyden is a Senior Wealth Administrator at Charter Trust Company and is located in our New London NH office.
Marcie MacKenzie
Marcie MacKenzieSenior Wealth Administrator
Ms. MacKenzie is a Senior Wealth Administrator at Charter Trust Company and is located in our Peterborough NH office.
Joshua Brecheen
Joshua BrecheenWealth Administrator
Mr. Brecheen is a Wealth Administrator at Charter Trust Company and is located in our Hanover NH office.
Lynn Morin
Lynn MorinWealth Administrator
Ms. Morin is a Wealth Administrator at Charter Trust Company and is located in our Concord NH office.

Investment Services 

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The Charter Trust investment process revolves around you, our client. It begins with a clear articulation of your objectives and goals. By understanding what you want to do with your money—generate income, protect it from taxes, grow it for the future—we can better understand what kind of return you require, and how much safety you need. These two factors are the cornerstone of our investment process.

Douglas R. Tengdin
Douglas R. TengdinChief Investment Officer & Senior Partner
Mr. Tengdin is Chief Investment Officer of Charter Trust Company. He joined the firm in 2000 and is located in our Hanover office.
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Mark Ungewitter
Mark UngewitterSenior Vice President & Investment Officer
Mr. Ungewitter is a Senior Vice President and Investment Officer at Charter Trust Company. He joined the firm in 2007 and is located in our Concord office.
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Janna Michael
Janna MichaelVice President & Investment Officer
Ms. Michael is Vice President and Investment Officer at Charter Trust Company. She joined the firm in 1999 and is located in our Concord office.
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Bryan Sanford
Bryan SanfordVice President & Investment Officer
Mr. Sanford is Vice President and Investment Officer at Charter Trust Company. He joined the firm in 2009 and is located in our Nashua and Concord offices.
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Marti Beagan
Marti BeaganInvestment Officer
Ms. Beagan is an Investment Officer at Charter Trust Company. She joined the firm in 1997 and is located in our Hanover office.
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Devin Cowette
Devin CowetteInvestment Officer
Mr. Cowette is an Investment Officer at Charter Trust Company and is located in our Concord NH office.
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Veronica Peterson
Veronica PetersonInvestment Officer
Ms. Peterson is an Investment Officer at Charter Trust Company and is located in our Concord NH office.
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Meet Our Corporate Staff 

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John E. Carlson
John E. CarlsonSVP, Information Systems
Mr. Carlson is Senior Vice President of Information Systems at Charter Trust Company. He joined the firm in 1999.
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Richard S. Woodfin
Richard S. WoodfinVP of Marketing / Media Director
Mr. Woodfin is Vice President of Marketing and Media Director of Charter Trust Company. He joined the firm in 2012.
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Arleen Gosselin
Arleen GosselinVP, Trust Operations
Ms. Gosselin is Vice President of Trust Operations at Charter Trust Company. She joined the firm in 1995.
Krista McCarthy
Krista McCarthyVP, Tax Officer
Ms. McCarthy is Vice President and Tax Officer at Charter Trust Company. She joined the firm in 2000.
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Kris Martin
Kris MartinVP-Information Systems
Ms. Martin is VP-Information Systems at Charter Trust Company. She joined the firm in 1999.
Sue Melusky
Sue MeluskySenior Operations Assistant
Ms. Melusky is a Senior Operations Assistant at Charter Trust Company. She joined the firm in 1990.
Brenda Legare
Brenda LegareOperations Assistant
Ms. Legare is an Operations Assistant at Charter Trust Company. She joined the firm in 2011.
Laura Cote
Laura CoteCorporate Administrator
Ms. Cote is a Corporate Administrator at Charter Trust Company. She joined the firm in 2012.
Shannon Parker
Shannon ParkerOperations Assistant
Ms. Parker is an Operations Assistant at Charter Trust Company. She joined the firm in 2016.
Ruthanne Swanson
Ruthanne SwansonReceptionist
Ms. Swanson is the Receptionist at Charter Trust Company. She joined the firm in 1998.