Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Jason Topp

CFP®, CAP®, APMA

Private Wealth Advisor

Founder of MidCoast Wealth Advisors
Learn more about Jason Topp Visit Jason Topp's website

Gina Van Baren

MBA, CFP®, BFA, APMA, ChSNC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Gina Van Baren Visit Gina Van Baren's website

Scott Schalk

CFP®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Scott Schalk Visit Scott Schalk's website

Jenna Mitchell Everett

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jenna Mitchell Everett Visit Jenna Mitchell Everett's website

John Zandstra

BFA

Financial Advisor

Learn more about John Zandstra Visit John Zandstra's website

Jeannie Ilievski

CRPC, RICP®

Financial Advisor

Learn more about Jeannie Ilievski Visit Jeannie Ilievski's website


Our team

Alli Mulder, CFP®

Alli Mulder, CFP®

Paraplanner

Personal Intro

Alli oversees the operations for the practice and our financial planning processes.

Qualifications

  • Series 7, Series 66, Life, Health and Long Term Care Licenses
  • CFP® Professional

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Chad Stooksbury

Chad Stooksbury

Financial Planning Specialist

Personal Intro

Chad Stooksbury is a Certified Public Accountant and Financial Planning Specialist. He has a passion to leverage data to help clients make educated and informed financial decisions. Chad earned his bachelor's and master's degrees in Accountancy from Purdue University's Hammond campus. Chad started his career at a mid-market CPA firm and recently served as Director of Finance for a local nonprofit.

Qualifications

  • CPA
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Sophie Carr, APMA™, CRPC™

Sophie Carr, APMA™, CRPC™

Paraplanner

Personal Intro

Sophie assists with our financial planning and operations.

Qualifications

  • Series 7, Series 66, Life and Health Insurance License

  • APMA™

  • CRPC™

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Michele Moffett

Michele Moffett

Client Service Coordinator

Personal Intro

Michele serves as Client Service Coordinator and is responsible for all business processing and coordinating any paperwork with our clients.

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Krista Metzger

Krista Metzger

Client Service Coordinator

Personal Intro

Krista manages all client service requirements for Scott, including his scheduling and paperwork.

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Diana M Subka

Diana M Subka

Client Service Specialist

Personal Intro

Diana is a licensed Client Service Specialist and is responsible for implementing trades and transactions, as well as rebalancing our in-house portfolio models that we manage for many of our clients.

Qualifications

  • Series 6, 7, Series 9/10 Qualified Securities Sales Supervisor, Series 63 - Uniform Securities Agent State Law, Series 65 - Uniform Investment Advisor Law and Indiana Life, Health, and VA Contracts
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Patrice McCoy

Patrice McCoy

Client Service Coordinator

Personal Intro

Patrice manages all client service aspects for Jim and Jenna.

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Julie Zandstra

Julie Zandstra

Assistant

Personal Intro

Julie is the warm and friendly person who greets you upon entering our Merrillville, IN location. Julie uses her hospitality gifts to welcome our clients and also manages the event coordination for the office.

Roles & Responsibilities

  • Scheduling
  • Reception
  • Event coordination
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Experience the power of a Strategic Alliance

To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.