Background
Blue

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®

President

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®, CSSCS

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

Connie Bontz, CTFA

Trust Officer

Jeri Madison, CTFA

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®, RJFS

Financial Advisor

Matt Diepenveen, RJFS

Financial Advisor

Stephen Hofmann, J.D., CPA, CFP®

Wealth Advisor

Stephanie Jacobs, MBA, AFIM®  

Wealth Advisor

Bon Keomany, RJFS

Financial Advisor

Sue Lockwood, RJFS

Financial Advisor

David Allen, J.D.

Director of Retirement Plan Services

Linda Perry, CRPS®

Retirement Plan and Trust Officer

Alana McConnell

Retirement Plan Administrator

Beth Anderson

Retirement Specialist

Kristen Campbell, CSOP™, LSSGB

Trust Operations Manager

Cindy Muncila

Operations Manager

Kristin Stupples, CTFA

Quality Assurance Manager