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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.

Dan L. Stevenson, CFA

Executive Vice President, Consumer Banking and Wealth Management

Heath Sorenson, MBA, CFP®, CFIRS™

Chief Operating Officer

Ryan Lange, CFA, CAIA

Chief Investment Officer – RIA

Mark Votruba

Senior Portfolio Manager

Tonia Maly, CFP®, CRPC

Senior Portfolio Manager

Daniel Zeigler, CFP®, CMFC®

Senior Portfolio Manager

Denise Melton

Portfolio Manager

Nino Ciaccio

Portfolio Implementation Analyst

Christopher Zabel

Portfolio Manager

Kaleb Gottfred, MBA

Portfolio Implementation Analyst

John Dehart

Portfolio Implementation Analyst

Christine Addy

Senior Trust Officer

Laura Bandler, JD

Senior Trust Officer

Drew Bender

Senior Trust Officer

Connie Bontz, CTFA

Senior Trust Officer

Nicole Fasano, JD, CTFA

Senior Trust Officer & Regional Manager – Trust Services

Patricia Fong, JD, CTFA, CAP®

Senior Trust Officer

Deanna Haught

Senior Trust Officer

Benjamin Malsch

Senior Trust Officer

Diane Olear, JD

Senior Trust Officer & Regional Manager – Trust Services

David E. Drew, JD

Trust Officer

Ronald Glenn, M.A., CFP®

Trust Officer

Peggy Sajdak

Senior Trust Officer

Robert Torbert, JD, MST

Trust Officer

Jennifer E. Koff

Senior Trust Officer

Stephanie Jacobs, MBA, AFIM®  

Manager – Financial Planning

F. Christopher Schultz, MBA, CFP®

Senior Wealth Advisor

Ashley Ottens, MBA, FIC, RICP

Wealth Advisor

Debra Targonski, MBA, CRSP, CRPP, AIF®

Senior Wealth Advisor

Christopher C. Schroeder, MBA, CHFC, CLU, CRPS, LUTCF

Senior Wealth Advisor

Ken Boone, M.A., CFP®

Financial Advisor

Alana McConnell, QKA®

Retirement Plan Officer

Beth Anderson, CRC®

Retirement Enrollment & Education Specialist

Jamie Shaw, CRPS®

Retirement Plan Administrator

Bob Thompson, MBA, AIF, CRSP, CFP®

Retirement Plan Officer

Donna Noble, CPA

Chief Compliance Officer

Kristin Stupples, CTFA

Senior Manager – Operations & Risk Management

Kathie Butts, CTFA, CSOP, CTOP

Trust Operations Team Lead

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