Karen serves as Senior Wealth Advisor for Midland Wealth Management in St. Louis, Missouri. She provides personalized financial guidance to individuals and families, helping clients align wealth strategies with their long-term goals. With over a decade of experience, Karen has worked with high-net-worth and ultra-high-net-worth clients. Before joining Midland, she was a Private Client Manager with Bank of America Private... Read More about Midland Wealth Management: Karen Johnson

Steve serves as a Wealth Advisor for Midland Wealth Management in New York, working with individuals and families to develop personalized financial strategies aligned with their long-term goals. He brings a relationship-centered approach to advising clients, drawing on his broad experience in banking, lending, and wealth planning. Steve has spent more than a decade serving affluent and high-net-worth clients in... Read More about Midland Wealth Management: Steve Kelly

Peter serves as Senior Wealth Advisor for Midland Wealth Management, working with individuals, business owners, family trusts, and corporations. He takes a comprehensive approach to wealth management, helping clients navigate investment strategies, wealth transfer, risk management, and long-term financial planning. With over 25 years of experience, Peter works closely with clients to custom-tailor financial strategies designed to complement their overall... Read More about Midland Wealth Management: Peter Riskind

As a Senior Wealth Advisor based in Rockford, Michelle fosters enduring client relationships. She serves high-net-worth individuals and families, helping them pursue their financial objectives through personalized investment advice. Michelle's holistic approach incorporates financial planning and portfolio management, ensuring a comprehensive and tailored service for her clients. With a career spanning over three decades in the wealth management industry, Michelle’s... Read More about Midland Wealth Management: Michelle Boisvert

Don serves as a Financial Advisor for Midland Wealth Management in our Chicago office, providing personalized, comprehensive financial planning services to manage clients’ financial assets. He tailors solutions to align with clients’ intentions and aspirations, guiding them toward financial wellness while delivering clear, concise communication and high-quality service. Deeply committed to their success, Don focuses on building wealth, enhancing financial... Read More about Midland Wealth Management: Donald Mahlke

Jay, a seasoned Wealth Advisor, offers comprehensive financial planning services aimed at optimizing wealth accumulation and preservation for his clients. With nearly 15 years of experience in financial services and an additional 20 years in management, he brings valuable insight to the group. Previously, Jay managed his own practice at a financial agency, focusing on personal and commercial lines insurance,... Read More about Midland Wealth Management: Jay Mix

Ashley is a Financial Advisor for Midland Wealth Management serving clients in Sterling, Dixon, and surrounding areas. She helps empower individuals and families to work towards their goals and prepare for their financial futures. Ashley utilizes a comprehensive approach to financial planning that combines personalized strategies with a thorough understanding of each client’s unique circumstances. She brings over 13 years... Read More about Midland Wealth Management: Ashley Ottens

Tim serves as Financial Advisor for Midland Wealth Management, working out of the Bourbonnais office location. He is responsible for helping clients achieve their life priorities through comprehensive financial planning and investment recommendations. Tim utilizes a goals-based planning approach along with strategic investment allocation. He anticipates his clients’ unique needs and recommends strategies to reach their financial goals. Prior to... Read More about Midland Wealth Management: Tim Bradley

Chris serves as Senior Wealth Advisor - Team Lead, covering Greater St. Louis and Metro East, working out of our Ladue office. With over 25 years of wealth management and advisory experience, he has extensive knowledge in portfolio management, strategic business transition planning, retirement plans, and tax-qualified investing. Chris provides tailored solutions, adapting strategies to align with changing circumstances, and... Read More about Midland Wealth Management: Christopher Schroeder

Sue serves as Financial Advisor for Midland Wealth Management. Her solid background in relationship management, teamed with more than 30 years of financial and retirement planning needs allow her to provide exceptional guidance and investment management to her clients. Through her personalized approach, she provides clients with solutions designed to fit their unique needs and objectives. Prior to joining Midland... Read More about Midland Wealth Management: Sue Lockwood

Deb serves as Senior Manager for Retirement Plan Services at Midland Wealth Management. She has over 25 years of experience in investment and retirement planning, as well as a strong background in relationship management. She provides tailored guidance to plan sponsors and individual investors to support their financial goals. Deb works closely with clients through detailed consultations to understand their... Read More about Midland Wealth Management: Debra Targonski

As Manager of Financial Planning, Stephanie leads the Wealth group’s financial planning initiatives, partnering with Wealth Advisors, Trust Officers, and Portfolio Managers to develop and manage plans for clients and prospects. Stephanie cultivates strong relationships and rapport, serving clients in every stage of life. With a thorough understanding of financial planning, she helps clients identify their financial needs, wishes, and... Read More about Midland Wealth Management: Stephanie Jacobs

Christo serves as Senior Wealth Advisor - Team Lead for Midland Wealth Management, covering the Southern Illinois region from our Effingham corporate headquarters. He is dedicated to supporting clients in pursuing their financial goals by providing financial planning and investment advice tailored to each client’s unique situation. Before joining Midland, Christo was a Financial Advisor with another financial advisory firm... Read More about Midland Wealth Management: Christo Schultz

As a seasoned professional with more than 25 years of experience, Ken works with his clients to provide investment and financial services expertise including the implementation and oversight of their financial plans. As a Financial Advisor, his passion for helping others combined with broad financial services experience, enable him to develop solutions personally tailored for his clients.

Whether you’re building a nest egg, planning for retirement, deciding on insurance or preparing an estate, our Wealth Management team will develop personalized strategies to build, manage and preserve your wealth. Midland Wealth Management is a team of trusted financial advisors focused on helping individuals, families and business owners address their wealth management goals and wealth transfer wishes, guiding them... Read More about Midland Wealth Management

Whether you’re building a nest egg, planning for retirement, deciding on insurance or preparing an estate, our Wealth Management team will develop personalized strategies to build, manage and preserve your wealth. Midland Wealth Management is a team of trusted financial advisors focused on helping individuals, families and business owners address their wealth management goals and wealth transfer wishes, guiding them... Read More about Midland Wealth Management

Whether you’re building a nest egg, planning for retirement, deciding on insurance or preparing an estate, our Wealth Management team will develop personalized strategies to build, manage and preserve your wealth. Midland Wealth Management is a team of trusted financial advisors focused on helping individuals, families and business owners address their wealth management goals and wealth transfer wishes, guiding them... Read More about Midland Wealth Management

Whether you’re building a nest egg, planning for retirement, deciding on insurance or preparing an estate, our Wealth Management team will develop personalized strategies to build, manage and preserve your wealth. Midland Wealth Management is a team of trusted financial advisors focused on helping individuals, families and business owners address their wealth management goals and wealth transfer wishes, guiding them... Read More about Midland Wealth Management

Whether you’re building a nest egg, planning for retirement, deciding on insurance or preparing an estate, our Wealth Management team will develop personalized strategies to build, manage and preserve your wealth. Midland Wealth Management is a team of trusted financial advisors focused on helping individuals, families and business owners address their wealth management goals and wealth transfer wishes, guiding them... Read More about Midland Wealth Management

Whether you’re building a nest egg, planning for retirement, deciding on insurance or preparing an estate, our Wealth Management team will develop personalized strategies to build, manage and preserve your wealth. Midland Wealth Management is a team of trusted financial advisors focused on helping individuals, families and business owners address their wealth management goals and wealth transfer wishes, guiding them... Read More about Midland Wealth Management

Whether you’re building a nest egg, planning for retirement, deciding on insurance or preparing an estate, our Wealth Management team will develop personalized strategies to build, manage and preserve your wealth. Midland Wealth Management is a team of trusted financial advisors focused on helping individuals, families and business owners address their wealth management goals and wealth transfer wishes, guiding them... Read More about Midland Wealth Management

Whether you’re building a nest egg, planning for retirement, deciding on insurance or preparing an estate, our Wealth Management team will develop personalized strategies to build, manage and preserve your wealth. Midland Wealth Management is a team of trusted financial advisors focused on helping individuals, families and business owners address their wealth management goals and wealth transfer wishes, guiding them... Read More about Midland Wealth Management

Whether you’re building a nest egg, planning for retirement, deciding on insurance or preparing an estate, our Wealth Management team will develop personalized strategies to build, manage and preserve your wealth. Midland Wealth Management is a team of trusted financial advisors focused on helping individuals, families and business owners address their wealth management goals and wealth transfer wishes, guiding them... Read More about Midland Wealth Management

Mike serves as Senior Wealth Advisor for Midland Wealth Management in Mokena, Illinois, serving clients throughout the Chicagoland area. He advises high-net-worth individuals, families, business owners, and nonprofit organizations. Mike works closely with clients to understand their financial, personal, and philanthropic goals, coordinating personalized wealth management solutions designed to evolve with their changing needs. With nearly 30 years of experience... Read More about Midland Wealth Management: Michael J. Pass

Whether you’re building a nest egg, planning for retirement, deciding on insurance or preparing an estate, our Wealth Management team will develop personalized strategies to build, manage and preserve your wealth. Midland Wealth Management is a team of trusted financial advisors focused on helping individuals, families and business owners address their wealth management goals and wealth transfer wishes, guiding them... Read More about Midland Wealth Management