Meet the Team
Our Locations
Select one of our locations below.Grand Rapids | Bishop's Woods | Bloomfield Hills | Brookfield | Cascade | Chesterfield | East Troy | Elkhart | Grandville | Holland | Jenison | Kent City | Marshall | Mequon | Monticello | Omaha | Overland Park | Saginaw | Sheboygan | South Bend-Mishawaka | Southgate | Toledo | Wichita
South Bend / Mishawaka, IN
3900 Edison Lakes Parkway, Suite 120, Mishawaka, IN 46545
Jason Coffman
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Jason Coffman
Philosophy/Mission StatementMy mission is helping my client family to identify, protect, & achieve their financial dreams using a unique process & innovative strategies.
Professional Services
Life Insurance Strategies. A death benefit from a life insurance policy can be used to:
- Help Repay Debts
- Help Replace Lost Income
- Help Cover Final Expenses
Investment Strategies
Sustained Retirement Income
Accumulation of Wealth
Estate Planning Strategies
Estate Creation
Estate Transfer
Long Term Care Strategies
Educational Funding Strategies
Social Security Retirement Benefit Strategies
Professional Qualifications
Bachelor´s Degree, Indiana University (South Bend), Finance
Personal
Jason started his career with John Hancock Financial Network in 2009 and has been in the insurance & finance industry since 2003. Jason & his wife, Jill, (both originally from Walkerton, IN) live in South Bend with their two boys Jaxon & Cadon. Jill, a graduate of Bethel College, works in the area in teaching at the elementary level. Jason enjoys spending time with friends & family, playing baseball, and cheering for Notre Dame.
William Dorsch
Nate Fisher
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Nate Fisher
Mission StatementProviding our clients with peace of mind concerning sickness, death, and money so that they can truly live.
Advocating for our clients in prioritizing and protecting what matters most to them.
Professional Services
Retirement Strategies
Life Insurance
Long Term Care Insurance
Investments
College Funding
Customized Financial Strategies
Professional Qualifications
B.S. Kinesiology - Indiana University Bloomington 2000
Joined John Hancock in 2002 Joined Royal Alliance in 2018
Personal
Born in South Bend, Indiana
Married to Jessica Fisher since 2002
Target Markets include Indiana Public Employees and Teachers
Loves Movies, Music, and spending time with friends and family on the weekends.
Favorite musicians include Bruce Springsteen, Johnny Cash, and David Gray.
Favorite Teams: Pittsburgh Pirates/Steelers/Penguins
Cindy H. Gretschmann
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Cindy H. Gretschmann
Mission StatementProviding our clients with peace of mind concerning sickness, death and money so they can truly live.
Advocating for our clients in prioritizing and protecting what matters most to them.
Professional Services
Long-Term Care Insurance
Life Insurance
Disability Income Insurance
College Funds
Retirement Strategies
Personal Financial Profiles
Professional Qualifications
Carleton College
California State University, Fullerton
Personal Information
Born in Taipei, Taiwan
Grew up in Huntington Beach, CA
Currently reside in South Bend, IN
Married to the love of her life, Benjamin, mother to William, Margaret, and Katherine
Gregory P. Howell
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Gregory P. Howell
Mission StatementWith over 40 years in the business, my mission is to help provide quality service to all my clients and to help them with their financial goals, hopes and dreams.
Professional Services
Financial Needs Analysis Including Retirement Planning
College Savings Plans
Insurance
Business Services
Employer Sponsored Plans
Buy-Sell Agreement Funding
Professional Qualifications:
Life and Qualifying member of the Million Dollar Round Table
Chartered Financial Consultant(ChFC)
Chartered Life Underwriter(CLU)
Personal
Married to wife Kay for 44 years, and father of two sons and proud Papa of two granddaughters
Born and raised in Indiana
Enjoys outdoor activities including golf, pickleball and walking
Lisa McGinty
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Lisa McGinty
Professional ServicesAssists Tony Mudd with day to day operations, schedule appointments, application processing, and client service.
Professional Qualifications
Life/Health License
Series 6 & 63
Been in financial business since 11/21/1994. Started with The Healy Group (Minnesota Life General Agency)
Michael J. McNarney
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Michael J. McNarney
Mike earned a degree in Finance from John Carroll University in Cleveland, Ohio. He has been committed to helping individuals and businesses develop and implement financial strategies since entering the financial industry in 1999. His focus is on wealth management strategies and retirement planning for individuals and small businesses.Mike was formerly a Financial Representative with Ameritas Investment Corp. He has developed a solid trustworthy reputation in the community and has a passion for helping others.
Mike and his wife Patti live in Granger, Indiana with their three children, Matthew, Kelley and Alyssa. Mike is an avid sportsman, enjoys golf, and volunteers his time with National Wild Turkey Federation (NWTF) and other outdoor causes.
Gloria Niemier
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Gloria Niemier
Professional Qualifications:Started at Northwestern Mutual lin 1991
Joined Voya Financial Partners in 2002
Joined VantagePointe Financial Group in 2017
Attended Evangel College in Springfield, MO
Professional credentials of CLU, Series 7, 6 and 63
Life and Qualifying MDRT member
Mission Statement:
With over 27 years in the business of financial services, my mission is to help people and businesses meet their financial and family goals and help them make connections with others in our community.
Community Accomplishments:
Past President and board member of WBOM (Women's Business Owners of Michiana)
Past President and board member of Barrington Neighborhood Association
"Woman of Vision" status with the YWCA
Personal:
Gloria grew up in South Bend and she now resides in Mishawaka with her husband, Jim, and their three labs. They have three daughters and a granddaughter. She enjoys landscaping and working in her flower gardens, golf, traveling, and serving the community.
Rex A. Sallak
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Rex A. Sallak
Philosophy/Mission StatementTeach us to count the days,
Teach us to make the days count
Professional Services
I assist my clients in building, protecting and transferring their wealth.
Professional Qualifications
Over 20 years experience in the financial services industry
Life and Health licensed in multiple states
Securities Series 6, 7, 24, 51, 63 & 65
Personal
Lifetime resident of Michiana
Honors Graduate from Ferris State University - Bachelor of Science Degree in Business Administration
Married to my high school sweetheart for over 40 years
Two adult children, seven grandchildren
Enjoy traveling with my wife and volunteering at our church
Enjoy all sports (whichever one my grandchildren want to play at the time)
Renee L. Shisler
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Renee L. Shisler
Renee began her career with John Hancock in 1991. She spent 15 years working for a Hall of Fame representative, which gives Renee experience in the field as well as experience within the agency. In November of 2005 she transitioned into the role of Office Manager and has most recently transitioned into the role of H.R. Specialist.Renee currently holds the 1st Vice President position in the Office Manager's Association and was formerly the Chair of the Partnership Committee. The association is designed to continue the sharing of best practices among John Hancock Financial Network Offices. Today the OMA has four committees focusing on the key areas that affect JHFN offices: Finance, Compliance, Growth Business Development and Partnership.
Renee is committed to community involvement and loves to work with charities in her free time. St. Margaret's House Winter Walk, Habitat for Humanity, and Corvilla's Snowball Softball are a few of her favorites.
Renee lives in Mishawaka, IN with her two daughters whom currently attend college. She has been an avid softball player on a women's league for 17 years, and loves to watch or play sports, spend time with her family, cooking and gardening!
