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Meet Our Team
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What advice would you give to your younger self?
“Save more, spend wisely, slow down & appreciate what’s around you. Work on relationships more & making money less.”
What university or college did you attend? “Wabash College”
Where are you from? “Chesterton, Indiana”
Mark W. Chamberlain
Chief Executive OfficerCWSⓇ, AWMAⓇ, AIFⓇ, C(k)PⓇ
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What advice would you give to your younger self?
"Take more time for friends & family."
What university or college did you attend? “Indiana University, Bloomington”
Where are you from? “Peru, Indiana”
Timothy D. Rice
PresidentAIFⓇ, C(k)PⓇ, CWSⓇ
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What advice would you give to your younger self?
“Give & don’t expect anything in return. Work on your networking skills.”
What university or college did you attend? “Purdue University”
Where are you from? “Schereville, Indiana”
Chip Mang
Chief Investment OfficerCFPⓇ, CWSⓇ, AIFⓇ, C(k)PⓇ
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What advice would you give to your younger self?
“Work Hard, Play Hard, Read More & Have fun whenever possible.”
What university or college did you attend? “Purdue University”
Where are you from? “Natick, Massachusetts”
Tim VerSchure
Senior Vice PresidentAIFⓇ, C(k)PⓇ, CWS Ⓡ
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What advice would you give to your younger self?
“Just because you’re not the smartest, doesn’t mean you’re not smart.”
What university or college did you attend? “Purdue University”
Where are you from? Chesterton, Indiana”
Jocelyn Hibshman
Chief Compliance OfficerLong-Term Care Planning Specialist
CLTCⓇ
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What advice would you give to your younger self?
“Enjoy the journey, no matter what. Start saving earlier.”
What university or college did you attend? “IU and Valpo Law”
Where are you from? “Fort Wayne, Indiana”
Craig Draper
Retirement Plan ConsultantIn-House Counsel
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What advice would you give to your younger self?
“Just let it go. Relax & Enjoy! Take care of yourself once in a while.”
What university or college did you attend? “Valparaiso University”
Where are you from? “Chesterton, Indiana”
Elizabeth A. Marks
Director of Operations -
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What advice would you give to your younger self?
“Don’t waste time trying to please everyone. Do what you believe in.”
What university or college did you attend? “Purdue University”
Where are you from? “Albuquerque, NM”
Aaron Adcock
Director of Wealth Management DivisionC(k)PⓇ
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What advice would you give to your younger self?
“Save, save, save now! Never let someone run your life. Don’t worry about what others think of you.”
What university or college did you attend? “Middle Tennessee State University”
Where are you from? “Valparaiso, Indiana”
Michele Shifley
Director of OperationsRetirement Plan Division
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What advice would you give to your younger self?
“Enjoy the simple blessings in life.”
What university or college did you attend? “Valparaiso University”
Where are you from? “Chesterton, Indiana”
Nicholas Walding
Director of Portfolio ManagementCFAⓇ
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What advice would you give to your younger self?
“Learn, Love & Laugh.”
What university or college did you attend? “University of Iowa”
Where are you from? “South Bend, Indiana”
Chris Frain
Financial AdvisorCWSⓇ
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What advice would you give to your younger self?
“Smile often, stay humble, study hard, work hard, save your money, don’t be afraid to say no, set goals & drive!”
What university or college did you attend? “University of Kentucky”
Where are you from? “Paducah, Kentucky”
Kirk Futrell
Financial AdvisorCWSⓇ
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What advice would you give to your younger self?
“Don’t waste your time worrying about things you have no control over.”
What university or college did you attend? “Indiana University, Bloomington”
Where are you from? “Michigan City, IN”
Kelly Shikany
Financial AdvisorCFP®,CWSⓇ
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What advice would you give to your younger self?
“Never underestimate the value of saying "Thank You" for everything and to everyone. Also, get as much sleep as you can. You'll never sleep in again after you have kids!”
What university or college did you attend? “Purdue University”
Where are you from? “Chesterton, Indiana”
Kris Hornyak
Financial AdvisorCWSⓇ
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What advice would you give to your younger self?
“Don’t compare your garden of accomplishments to those whom have had more time to grow; who knows what you can grow in the equivalent.”
What university or college did you attend? “Purdue University North Central”
Where are you from? “Mora, Minnesota.”
Cory Helmbrecht
Financial Advisor -
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What advice would you give to your younger self?
“Never be afraid to step outside your comfort zone and try something new."
What university or college did you attend? “Purdue University”
Where are you from? "Chesterton, IN"
Megan Amling
Private Wealth Division -
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What advice would you give to your younger self?
“Carpe Diem”
What university or college did you attend? “Indiana University, Bloomington”
Where are you from? “East Chicago, Indiana”
Michael De Leon
Retirement Plan ConsultantAIFⓇ, C(k)PⓇ, CWSⓇ
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What advice would you give to your younger self?
“Save More, Read More, Travel More.”
What university or college did you attend? “Purdue University”
Where are you from? “LaPorte, Indiana”
John Masterson
Retirement Plan ConsultantAIFⓇ, QPFCⓇ
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What advice would you give to your younger self?
"If you work hard enough, nothing is impossible."
What university or college did you attend? “Purdue University - North Central”
Where are you from? “Merrillville, Indiana”
Brandon Kapitan
Asset Management Associate -
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What advice would you give to your younger self?
“Work Hard, Play Hard & Have Fun.”
What university or college did you attend? “IU and Notre Dame”
Where are you from? “Madison, Indiana”
Walter D. Johnson
Registered Sales Assistant -
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What advice would you give to your younger self?
“Make time for yourself & never be scared of change. ”
What university or college did you attend? “Ball State University”
Where are you from? “Warsaw, Indiana”
Jenn Brown
Corporate Communications Manager -
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What advice would you give to your younger self?
“Enjoy Life.”
What university or college did you attend? “Purdue University”
Where are you from? “East Chicago, Indiana”
William E. Howard
Operations CoordinatorWealth Management Division
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What advice would you give to your younger self?
“What you are worrying about now will seem insignificant in the future. ”
Where are you from? “Gary, Indiana”
Kelly Sieman
Senior Client Services Associate -
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What advice would you give to your younger self?
“Be Fearless”
What university or college did you attend? “Indiana University”
Where are you from? “Michigan City, Indiana”
Shirley Long
Qualified Plan Participant Specialist -
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What advice would you give to your younger self?
“Don’t sweat the small stuff, worrying about the future robs you of the present.”
What university or college did you attend? “Indiana University”
Where are you from? “Hobart, Indiana”
Kelley Weisenbacher
Operations Coordinator
Retirement Plan Division -
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What advice would you give to your younger self?
“Listen to other people’s advice more, they usually give perspectives you may not have considered. Even if you don’t take the advice, you’re still gaining knowledge you didn’t have before.”
What university or college did you attend? “Ball State University”
Where are you from? “Valparaiso, Indiana”
Nicole Pollock
Client Services Associate -
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What advice would you give to your younger self?
"Don’t grow up so fast. Enjoy being young & having fun."
What university or college did you attend? “Purdue University”
Where are you from? “Tinley Park, Illinois”
Amanda Herren
Executive AssistantHR Coordinator
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What advice would you give to your younger self?
“Always Be Yourself. Be proud of who you are & don’t let anyone change you.”
What university or college did you attend? “Purdue University”
Where are you from? “Portage, Indiana”
Beth Johnson
Executive Assistant -
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What advice would you give to your younger self?
“Eat less fast food & invest in yourself.”
What university or college did you attend? “Purdue University”
Where are you from? “Portage, Indiana”
Jen Fultz
Executive Assistant -
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What advice would you give to your younger self?
“Life is a journey. Enjoy it.”
What university or college did you attend? “Purdue University”
Where are you from? “Chicago, Illinois”
Anisha Curless
Executive Assistant -
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What advice would you give to your younger self?
“Learn to love challenges & interacting with people.”
Where are you from? “Terre Haute, Indiana”
John Polakowski
Project Lead -
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What advice would you give to your younger self?
“What you are worrying about now will seem insignificant in the future.”
What university or college did you attend? “Purdue North Central”
Where are you from? Kouts, Indiana”
Amanda Calvert
Client Relations Associate
- Certified Financial Planner® (CFP®)
- Accredited Investment Fiduciary (AIF®)
- Certified Wealth Strategist® (CWS®)
- Accredited Wealth Management Advisor (AWMA®)
- Certified in Long-Term Care (CLTC®)
- Certified Public Accountant (CPA®)
- Certified 401(k) Professional® (C(k)P®)