Trust Professionals
Carol Voltz
Carol is a Senior Trust Administrator specializing in Irrevocable Life Insurance Trusts (ILITs) within the firm's Trust Services Department, bringing over 40 years of experience in the trust and estates field. She works closely with Trust Officers, Trustees, Financial Advisors, and Life Insurance Advisors to manage ILIT-related tasks including coordinating premium contributions, preparing Crummey notices, and ensuring timely premium payments. Carol also maintains records related to contribution schedules, policy information, KYC documentation, and trust reporting.
Daniele M. Shea
Daniele is the Trust Operations Manager responsible for leading her team in data aggregation and systems processing for the Trust Services Group, bringing over 25 years of trust operations, administrative, and fiduciary accounting experience. Her deep knowledge of trust accounting platforms, custodial vendors, and data integration technologies enables the group to work seamlessly across a multitude of systems. Prior to joining McLane Middleton, she served as VP of Financial Systems and Trust Accounting at a directed trust company, working with high and ultra-high net worth clients.
Donna C. Guimond
Donna is a Trust Administrator with over 25 years of experience across mortgage lending, retail banking, and wealth management, most recently serving as a Client Onboarding Specialist for a Registered Investment Advisor. She holds a Bachelor's degree in Marketing and a Salesforce Administrator Certification, which she leverages to support data management and operational efficiency. Donna brings a client-focused approach and deep knowledge of regulatory compliance and investment advisory operations to her trust administration role.
Emily A. D’Aquila
Emily is a Trust Administrator in our Trust Services Department. She works closely with her designated Trust Officer and other Trust Administrators to provide high-quality account management and administrative support. Emily received a bachelor’s degree in psychology with minors in Spanish and philosophy from Georgetown University. Prior to joining McLane Middleton, Emily began her career working in the law library before moving to an assistant directorship in the finance office at Boston University School of Law.
Kristina N. Cooley
Kristina is a Trust Administrator who joins McLane Middleton from Fidelity Investments, where she served as a Pension Plan Administrator specializing in complex pension benefit calculations and sensitive data projects for large-scale clients. She holds a bachelor's degree in English Literature from the University of New Hampshire and a Business Analytics certificate from Cornell University, and plans to pursue a master's degree.
Margaret (Peggy) B. Pierce
Margaret (Peggy) Pierce is a Trust Services Administrator in our Trust Services Department. She has 35 years of experience in banking, wealth management trust operations and administration. Prior to joining McLane Middleton, she worked at Bank of New Hampshire supporting Business Development Officers. She has attended the American Institute of Banking and currently serves as Treasurer for her local snowmobile club.
Matthew H. Beck
Matthew is a Trust Operations Specialist in the Trust Services Department who supports Trust Officers, Administrators, and fiduciaries through accurate and efficient trust operations, with a specialized focus on Salesforce system maintenance, optimization, and reporting. He holds multiple Salesforce certifications — including Platform Administrator, Platform Foundations, and Agentforce Specialist — and is currently pursuing the Advanced Administrator certification. Matthew brings a background in financial services, data management, and operational coordination to his role.
Michelle M. Shannon
Michelle is a Trust Administrator in the Trust Services Department with several years of experience in banking, trust administration, and operations, previously supporting Trust Officers at First Financial Trust and Darwin Trust/FL Putnam. She holds a bachelor's degree in business administration and a master's in business development from Endicott College, and is currently pursuing her CTFA certification through Cannon Financial Institute.
Nicole (Nikka) L. Harvey
Nikka is a Trust Administrator in our Trust Services Department. Nikka works directly with her designated Trust Officer supporting in all Trust matters by diligently working with clients, fiduciaries, and financial advisors to produce the peak level of Trust administration. Nikka possesses a legal background with several years’ experience in civil litigation, criminal defense, probate, trust and estates, corporate, real estate, and employment law. She also has a federal compliance background which helps to ensure an extra level of security and reliability to all Trust-related matters.
Robin J. Jamiola
Robin Jamiola is a Trust Services Administrator in our Trust Services Department. Her time as a military spouse afforded her opportunities to work for law firms in Chicago, Maine, Virginia and New Hampshire. She has 15 years of experience working in various practice areas, including trusts and estates, probate, real estate, corporate, and litigation. Robin is currently continuing her legal education at Nashua Community College and is a volunteer of the Merrimack Youth Lacrosse program.
Sherrie L. Gibson
Sherrie comes to us with over 20 years of experience in wealth management operations and trust administration. She is a graduate from Southern New Hampshire University with a BS degree in Economics and Finance. For the past ten years she has worked in the Concord NH area at a local bank and investment advisor.
Tim B. Callahan
Tim is a Senior Trust Administrator in our Trust Services Department. Tim works directly with Trust Officers, clients, and financial advisors in Trust-related matters by diligently supporting Trust Officers in the broad scope of their account management. Tim received his Bachelor’s Degree from Southern New Hampshire University’s Degree in Three program, majoring in Business Administration. He obtained several years of experience as a Senior Investor Service Associate with Putnam Investments, supporting premium brokers, investors, and group plan participants in managing their investments and post-death administration.
Veronica M. Cashman
Veronica is a Trust Administrator in the Trust Services Department who collaborates closely with attorneys, financial advisors, and fiduciaries to ensure seamless trust administration with the highest standards of confidentiality and professionalism. She holds a B.A. in Sociology and Journalism from the University of Massachusetts Lowell and brings several years of administrative experience supporting senior executives in asset management, including work within Fund Treasury and Risk Management divisions.
Wyatt E. Esposito
Wyatt is a Senior Trust Operations Specialist who partners with Trust Officers and Trust Administrators to streamline workflows, ensure policy adherence, and facilitate accurate asset reporting across the Trust Services Department. With over 10 years of experience in legal and financial environments, he focuses on operational optimization, accounting processes, and system administration. He holds a certificate in Paralegal Studies, has completed Securities Operations I, and is actively pursuing the Certified Trust Operations Professional (CTOP) designation from Cannon Financial Institute.