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
Email

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Jessica Fisher

New Business Coordinator
Phone: 574-273-5665 ext 334
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Brenda Gonzalez

Assistant to Cindy Gretschmann
Phone: 574-273-5665
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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

Investment Advisor Representative
Phone: 574-273-5665 ext 355
Email

Chad E. Kennedy

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

Michael J. McNarney

Financial Advisor
Phone: 574-318-4463
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Jay B. Parker

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

Diana C. Ruiz

Registered Representative
Phone: 574-273-5665
Email

Bryson Sareen

Investment Advisor Representative
Phone: 574-273-5665 ext 351
Email

Renee L. Shisler

Human Resources Specialist
Phone: 574-273-5665 ext 312
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James M. Vandy

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

Have Questions?

Our dedicated team is here to answer any of your questions.

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