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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, J.D., CFP®

President, MWM / Registered Principal, RJFS

Heath Sorenson, MBA, CFP®, CFIRS™

Chief Operating Officer

Betsy Pierson, CFA

Chief Investment Officer

Tracey Garst

Senior Portfolio Manager

Michele Lind, CFP®

Senior Portfolio Manager

Chris LaPorta, CTFA, AFIM

Senior Portfolio Manager

Steven Lukasik, AIF®

Portfolio Manager

Daniel Zeigler, CFP®, CMFC®

Portfolio Manager

Nino Ciaccio

Assistant Portfolio Manager

Gay Jack

Assistant Portfolio Manager

Denise Melton

Assistant Portfolio Manager

Jake Stapleton

Assistant Portfolio Manager

Christopher Zabel

Assistant 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

Senior Trust Officer

Ronald Glenn, M.A., CFP®

Trust Officer

Amila Jayampathy, MS

Trust Officer

Deanna Haught

Senior Trust Officer

Robin Khan, CTFA

Trust Officer

Benjamin Malsch

Senior Trust Officer

Diane Olear, J.D.

Trust Officer

Robert Torbert, J.D., MST

Trust Officer

Doug Warren, J.D.

Trust Officer

Shannon James, JD

Trust Officer

Lucia Pelayo

Trust Administrator

Catherine Bross, JD

Trust Officer

Kathy Van Eeuwen, JD

Senior Trust Officer

Sara Gonzalez

Trust Administrator

Debra Targonski, MBA, CRSP, CRPP, AIF®

Senior Wealth Advisor

Stephanie Jacobs, MBA, AFIM®  

Senior Wealth Advisor

Vanessa Spenard, CFP®

Wealth Advisor

Joshua Kettleson, MBA, CFP®

Senior Wealth Advisor

F. Christopher Schultz, MBA, CFP®

Senior Wealth Advisor

Eric Chojnicki, J.D., CFP®

President, MWM / Registered Principal, RJFS

Ken Boone, M.A., CFP®

Financial Advisor

Daniel Wilson, CFP®

Financial Advisor

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

Financial Advisor

David Allen, J.D.

Director of Retirement Plan Services

Linda Perry, CRSP, CRPP

Senior Retirement Plan and Trust Officer

Alana McConnell, QKA

Retirement Plan Administrator

Beth Anderson, CRC

Retirement Specialist

Stephen Hofmann, J.D., CPA, CFP®, PPC™

Retirement Plan Officer

Kristen Campbell, CTOP™, LSSGB

Trust Operations Manager

Kristin Stupples, CTFA

Quality Assurance Manager

Sara Ashman Smith

Quality Assurance Manager

Kathie Butts, CTFA, CSOP, CTOP

Trust Operations Manager

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