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Accessible, Comprehensive, Experienced.

Midland Wealth Management is dedicated to providing individuals, families and businesses with personalized advice tailored to individual needs and goals. Our clients enjoy the confidence that comes from knowing that assets are managed by accomplished professionals skilled at creating sophisticated solutions.

Meet our team.

As an integrated group of skilled professionals, we’re proud of our ability to provide our clients with exceptional and diverse programs and services.

Eric Chojnicki, JD, CFP®


Heath Sorenson, CFP®, CFIRS™, PPC™, MBA

Chief Operating Officer

Betsy Pierson, CFA

Chief Investment Officer

John Culhane, MS, MBA, CFA

Senior Portfolio Manager, Director of Fixed Income

Tracey Garst, CFP®

Senior Portfolio Manager

Michele Lind, CFP®

Senior Portfolio Manager

Steven Lukasik, AIF®

Portfolio Manager

Daniel Zeigler, CFP®, CMFC®

Portfolio Manager

Nicole Fasano, J.D., CTFA

Senior Trust Officer

Patricia Fong, J.D., CTFA

Senior Trust Officer

Edward Avery, J.D., CTFA

Senior Trust Officer

Drew Bender

Senior Trust Officer

Connie Bontz, CTFA

Trust Officer

Ronald Glenn, M.A., CFP®

Trust Officer

Deanna Haught

Senior Trust Officer

Jeri Madison, CTFA

Trust Officer

Linda Mahon

Senior Trust Officer

Benjamin Malsch

Senior Trust Officer

Diane Olear, J.D.

Trust Officer

Robert Torbert, J.D.

Trust Officer

Doug Warren, J.D.

Trust Officer

Debra Targonski, MBA, CRSP, AIF®

Senior Wealth Advisor

Ken Boone, M.A., CFP®

Financial Advisor

Stephanie Jacobs, MBA, AFIM®  

Wealth Advisor

Daniel Wilson, CFP®

Senior Financial Advisor 

Toby Prestegaard, CFP® ChSNC® CASL® RICP® ChFC® CLU®

Financial Advisor

Joshua Kettleson, MBA, CFP®

Financial Advisor

F. Christopher Schultz, MBA, CFP®

Financial Advisor

David Allen, J.D.

Director of Retirement Plan Services

Linda Perry, CRPS®

Retirement Plan and Trust Officer

Alana McConnell, QKA

Retirement Plan Administrator

Beth Anderson, CRC

Retirement Specialist

Kristen Campbell, CTOP™, LSSGB

Trust Operations Manager

Kristin Stupples, CTFA, CTOP™

Quality Assurance Manager

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