Meet the Team

South Bend / Mishawaka, IN

3900 Edison Lakes Parkway, Suite 120, Mishawaka, IN 46545

Jason Coffman

Registered Representative
Phone: 574-273-5665 ext 311
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William Dorsch

Investment Advisor Representative
Phone: 574-273-5665 ext 361
Direct: 574-318-4461
Email

Jessica Fisher

New Business Coordinator
Phone: 574-273-5665 ext 334
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Nate Fisher

Financial Representative
Phone: 574-273-5665 ext 331
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Marlene Geurink

Assistant
Phone: 574-273-5665 ext 351
Direct: 574-318-4451
Email

Cindy H. Gretschmann

Vice President
Phone: 574-273-5665 ext 347
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Gregory P. Howell

CLU, ChFC
Investment Advisor Representative
Phone: 574-273-5665 ext 351
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Ryan Howell

Registered Representative
Phone: 574-273-5665 ext 355
Email

Jennifer M. Keck

MBA, CFP®
Investment Advisor Representative
Phone: 574-273-5665 ext 320
Email

Chad E. Kennedy

LUTCF
Financial Representative
Phone: 574-273-5665 ext 335
Email

Lisa McGinty

Assistant to Tony Mudd
Phone: 574-273-5665 ext 329
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Michael J. McNarney

Financial Advisor
Phone: 574-318-4463
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Anthony J. Mudd

LUTCF
Investment Advisor Representative
Phone: 574-273-5665 ext 329
Email

Gloria Niemier

CLU
Registered Representative
Phone: 574-273-5665 ext 350
Email

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Jay B. Parker

Financial Representative
Phone: 574-273-5665 ext 318
Email

Rex A. Sallak

LUTCF, FSS
Investment Advisor Representative
Phone: 574-318-4442
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Renee L. Shisler

Human Resources Specialist
Phone: 574-273-5665 ext 312
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Jennifer Stewart

Service Coordinator
Phone: 574-273-5665 ext 310
Email

Lindsay Tschida

Assistant to Gloria Niemier
Phone: 574-273-5665
Email

James M. Vandy

Registered Representative
Phone: 574-273-5665 ext 314
Email

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