MidCoast Wealth Advisors

Advisors

Jason Topp

Jason Topp

CFP®, CAP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jason Topp's website
Gina Van Baren

Gina Van Baren

MBA, CFP®, APMA®, ChSNC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Gina Van Baren's website
John Zandstra

John Zandstra

Financial Advisor

Visit John Zandstra's website
William Meloy

William Meloy

MBA, MST

Financial Advisor

Visit William Meloy's website

Team

Alli Mulder

Alli Mulder

Paraplanner

Qualifications

  • Series 7, Series 66, Life, Health and Long-Term Care Licenses

Roles & Responsibilities

  • Alli runs the operations for the practice and our financial planning processes.
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Michele Moffett

Michele Moffett

Client Service Coordinator

Roles & Responsibilities

  • Manages all client service aspects to the practice including scheduling
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Diana M Subka

Diana M Subka

Client Service Specialist

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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Chad Stooksbury

Chad Stooksbury

Financial Planning Specialist

Qualifications

  • CPA

Roles & Responsibilities

  • Financial Planning Specialist
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