MidCoast Wealth Advisors

We believe you deserve financial advice without being sold to.

Our team loves coming alongside our clients to help them make informed financial decisions with an emphasis on mitigating risk.


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Team photo for MidCoast Wealth Advisors
Team photo for MidCoast Wealth Advisors

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Advisors

Advisor photo for Jason Topp

Jason Topp

CFP®, APMA

Private Wealth Advisor

Founder of MidCoast Wealth Advisors
Visit Jason Topp's website
Advisor photo for Gina Van Baren

Gina Van Baren

MBA, CFP®, BFA, APMA, ChSNC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Gina Van Baren's website
Advisor photo for Scott Schalk

Scott Schalk

CFP®, CRPC, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Scott Schalk's website
Advisor photo for Jim Everett

Jim Everett

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jim Everett's website
Advisor photo for Jenna Mitchell Everett

Jenna Mitchell Everett

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jenna Mitchell Everett's website
Advisor photo for John Zandstra

John Zandstra

BFA, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit John Zandstra's website
Advisor photo for Jeannie Ilievski

Jeannie Ilievski

APMA, CRPC, RICP®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Jeannie Ilievski's website


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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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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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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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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Carly Huizenga

Carly Huizenga

Financial Planning Assistant

Personal Intro

During meetings you may see Carly taking notes and assisting the team and clients with any financial planning follow-up items.

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Experience the power of alliance partnerships

We are always looking for new, innovative ways to help you reach your financial goals. That’s why we partner with local professionals that can elevate your overall financial planning experience. For more information on professional alliance partnerships, click the link(s) below or reach out directly to our practice. Together, we are ready to help you on your financial journey.