Our advisors

Jason Topp

Jason Topp

CFP®, CAP®, APMA®

Private Wealth Advisor

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

Gina Van Baren

CFP®, MBA, APMA®

Financial Advisor

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

John Zandstra

Financial Advisor

Learn more about John Zandstra Visit John Zandstra's website
William Meloy

William Meloy

MBA, MST

Financial Advisor

Learn more about William Meloy Visit William Meloy's website

Our 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.
View more
Michele Moffett

Michele Moffett

Client Service Coordinator

Roles & Responsibilities

  • Michele manages all client service aspects of the practice including scheduling.
View more
John Zandstra

John Zandstra

Financial Planning Assistant

Qualifications

  • Series 7
View more
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
View more