As branch manager of the Valparaiso office, Jim holds staff to the same high standards that have served him during the 23 years he's been in the financial investment business. "We're the professionals. Our clients look to us to candidly discuss the pros and cons of investment options. With our training and experience, we assist them in making choices they're comfortable with."

Jim specializes in building bond portfolios for high-net-worth clients, as well as working with retirees to help ensure their future financial independence. He also facilitates retirement seminars throughout the community.

His community involvement includes assisting with establishing the Reading is Fundamental(RIF) program in Highland and serving the Highland Kiwanis. A past president and secretary, he remains active in the Kiwanis organization.

Walter's 25 years of experience in the financial services business include working extensively with retirees and those nearing retirement. He believes strongly in asset allocation while investing conservatively. His broad experience coupled with extensive, ongoing research in many financial areas assist him in understanding the markets and giving sound advice.

A member of Mensa, he also belongs to the men's group of his church. He holds credentials to act as a PGA rules official and has worked as a rules official with the Plantation Tour in Florida

With more than 13 years of experience as a financial advisor, Mark has built a career of working with retirees and individuals “on the doorstep of retirement.” Mark utilizes a comprehensive planning approach that emphasizes asset allocation and diversification in an effort to meet client’s needs.  His psychology degree from Indiana University serves him well as he assesses his clients' tolerance for risk versus potential return before creating personalized, structured plans.

Marks' community involvement includes active membership in and serving on the board of the Valparaiso Kiwanis.  He is a current and founding board member of the Valparaiso Kiwanis Foundation and also a member of the University Club.

A bachelor of science degree in business from Purdue University and a master of business administration degree from Indiana University, coupled with 16 years experience in financial services give Paul a solid foundation.

Working with clients whose primary goals are to ensure their investments generate growth and income for them in retirement, Paul takes a relatively conservative approach to investing. He stresses the importance of proper asset allocation and diversification. Client portfolios often include CD's, bonds and mutual funds.

Paul is a member of University Club and a past member of the Chesterton Exchange Club.

As a CERTIFIED FINANCIAL PLANNER^TM, professional with more that 20 years experience in the investment business, Bert has a broad knowledge of the many financial planning issues clients face. He also has obtained his chartered retirement plans specialist, chartered financial consultant, and chartered life underwriter credentials, and holds and MBA from Indiana University.

Bert, with a philosophy of knowing his clients and understanding their individual needs, helps clients by providing personalized, cost-effective investment solutions, and regular reviews. He specializes in assisting medium and high-net-worth individuals, and advising businesses on qualified retirement plans.

His community involvement includes sitting on the board of Valparaiso's St. Agnes Center and running the scoreboard at Chesterton High School swim meets. He is a member of the Duneland Chamber of Commerce and past member of the Merrillville Chamber of Commerce.

With more than 10 years of experience in the financial services industry, Paul trys to understand his clients first as individuals and then as investors.  Utilizing his asset management background, Paul educates his clients on the benefits of asset allocation and portfolio diversification.  This allows him to select investment vehicles for his clients to navigate different market cycles and help achieve their goals.

Paul is active in the Hobart School system where his wife teaches, coaching his kids in sports, and is a member of the Hobart Kiwanis.

As operations manager, Missy ensures that our dedicated staff is courteous and efficient. With 12 years experience in the financial field, she holds the Series 7 general securities representative and the Series 9/10 licenses. She also handles procedure questions with confidence and expertise.

Her job duties include ensuring the office is within compliance with rules and regulations governing the securities industry, as well as processing checks and other documents. She also executes trades and assists clients.

With nearly 12 years in the financial services industry, Norma holds the Series 7 general securities representative and Series 63 uniform combined state law licenses. Her responsibilities include assisting financial advisors with client related questions, preparing materials for client reviews, executing trades and processing account information. She is also trained to handle the office technical needs.

After hours, she oversees the financial aspects of the recycling equipment business she and her husband own together.

With nearly 9 years in the Financial Service Industry, Esther holds the Series 7 General Securities License, Series 63 Uniform Securities License, Series 66 Uniform Combined State Law License and the Indiana Life Insurance License.
Her responsibilities include assisting Financial Advisors and clients, executing trades, processing client account information and financial plan preparation.

With nearly ten years in the financial services industry, Melinda, a Series 7 general securities representative devotes her time in two service areas. As a registered client service associate she is responsible for client account paperwork, as well as incoming and outgoing office correspondence. As branch technical liaison she assists the office with technical support and maintenance, troubleshooting any problems with the computer and phone systems.

She assists her son with the Portage Youth Basketball league and assists her daughter with training for the draft horse competition in the Porter County 4H program.

CFP® | CERTIFIED FINANCIAL PLANNER™ |

Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.