Operations Team

Operations ensures that the transactions in and out of your accounts, communication with other institutions and government agencies, and client account updates are processed in a timely and accurate manner.

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Cristina Clagg 
Vice President, Director of Trust Operations 
15 Years in the Financial Service Industry

Cristina is a graduate of Purdue University with a Bachelor's Degree in accounting and organizational leadership. Her career in the industry started in corporate client servicing at Northern Trust in Chicago, where she eventually transitioned to the custodial operations side and the management team. Cristina has called La Porte County her home for 40 years. Cristina's interested include faith, cooking, gardening, and games.

"Stay true to yourself yet always be willing to learn."
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Dayna Lemon, CISP
AVP, Trust Tax Officer & Operations Manager 
8 Years in the Financial Service Industry

Dayna is a native of Michigan City and a graduate from Michigan City High School. Dayna went on to Indiana University where she received her Bachelor's Degree in Financial Management. Upon graduation, Dayna returned back to Michigan City and began her career at Harbour Trust as a Management Trainee. Through this program she gained knowledge and skills in each department of the company. Landing in the Operations Department as a Trust Tax Officer & Operations Manager. In 2021 Dayna continued her education by successfully attending and passing Trust Tax Fundamentals in 2023 Trust Taxation for Trust Officers both through Cannon Financial Institute. In 2024 she attended IRA Academy where she gained her CISP certification.

Outside of work, Dayna enjoys staying active outdoors with her husband, Tony and Golden Retriever, Luna.

“I am proud to be working for a well-established Investment Management Company that begins and ends with clients.”

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Stephanie "Max" Fekete 
Tax and Operations Specialist 
15 Years in the Financial Service Industry

Max earned her Associates degree from Ivy Tech in general studies. With several years in Finance and formally in Retail Banking Max is passionate about helping others. Previously a part of ABATE organization that has fundraised with several charities. In her spare time, she enjoys reading, playing games, and going on adventures with her family.

“Always remember to fall asleep with a dream and wake up with a purpose.”

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As an independent Trust Company we have been granted a charter of operation from the Indiana Department of Financial Institutions...

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Our Location

1024 N Karwick Road
Michigan City, Indiana 46360
Business: 219.877.3500
Toll Free: 888.649.8969
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