About Us
As branch manager of the Valparaiso office, Jim holds staff to the same high standards that have served him during the 25 years he's been in the financial investment business. "We're the professionals. Our clients look to us to candidly discuss the pros and cons of investment options. With our training and experience, we assist them in making choices they're comfortable with." Jim specializes in building bond portfolios for high-net-worth clients, as well as working with retirees to help ensure their future financial independence. He also facilitates retirement seminars throughout the community. His community involvement includes assisting with establishing the Reading is Fundamental(RIF) program in Highland and serving the Highland Kiwanis. A past president and secretary, he remains active in the Kiwanis organization. 
Bert Miller
CFP®, MBA
Chartered Retirement Plans Specialist
Vice President, Investments
As a Certified Financial Planner (CFP®) professional with more than 20 years experience in the investment business, Bert has a broad knowledge of the many financial planning issues clients face. He also has obtained his Chartered Retirement Plans Specialist (CRPS®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®) credentials, and holds an MBA from Indiana University. Bert, with a philosophy of knowing his clients and understanding their individual needs, helps clients by providing personalized, cost-effective investment solutions, and regular reviews. He specializes in assisting medium and high-net-worth individuals, and advising businesses on qualified retirement plans. Bert is a Board Member of the Duneland Chamber of Commerce and past member of the Merrillville Chamber of Commerce. His community involvement includes being a Board Member of Valparaiso’s St. Agnes Adult Day Service Center, and is a volunteer coach for neighborlinkpc (neighbors helping neighbors). He also runs the scoring system at Chesterton High School swim meets.
Bill works with investors to help them achieve their individual goals, whether accumulating for the future or assisting during retirement years. With over 20 years of experience as an Advisor, he believes that each client has unique needs and concerns and portfolios should be structured accordingly. Helping people understand various investments and the value of proper diversification are key to this process. A Purdue University graduate and lifetime Porter County resident, Bill is past President and active member of the Chesterton Duneland Kiwanis. He serves on the Board of the Duneland Education Foundation and is a past member of the Duneland YMCA Board of Directors.
A bachelor of science degree in business from Purdue University and a master of business administration degree from Indiana University, coupled with 16 years experience in financial services give Paul a solid foundation. Working with clients whose primary goals are to ensure their investments generate growth and income for them in retirement, Paul takes a relatively conservative approach to investing. He stresses the importance of proper asset allocation and diversification. Client portfolios often include CD's, bonds and mutual funds. Paul is a member of University Club and a past member of the Chesterton Exchange Club.
With more than 15 years of experience as a financial advisor, Mark has built a career of working with retirees and individuals “on the doorstep of retirement.” Mark utilizes a comprehensive planning approach that emphasizes asset allocation and diversification in an effort to meet client’s needs. His psychology degree from Indiana University serves him well as he assesses his clients' tolerance for risk versus potential return before creating personalized, structured plans. Mark's community involvement includes active membership in the Valparaiso Kiwanis club. He is a current and founding board member of the Valparaiso Kiwanis Foundation and also a member of the University Club.
Walter's 25 years of experience in the financial services business include working extensively with retirees and those nearing retirement. He believes strongly in asset allocation while investing conservatively. His broad experience coupled with extensive, ongoing research in many financial areas assist him in understanding the markets and giving sound advice. A member of Mensa, he also belongs to the men's group of his church. He holds credentials to act as a PGA rules official and has worked as a rules official with the Plantation Tour in Florida
As operations manager, Missy ensures that our dedicated staff is courteous and efficient. With 15 years experience in the financial field, she holds the Series 7 general securities representative and the Series 9/10 licenses. She also handles procedure questions with confidence and expertise. Her job duties include ensuring the office is within compliance with rules and regulations governing the securities industry, as well as processing checks and other documents. She also executes trades and assists clients.
With nearly 12 years in the financial services industry, Norma holds the Series 7 general securities representative and Series 63 uniform combined state law licenses. Her responsibilities include assisting financial advisors with client related questions, preparing materials for client reviews, executing trades and processing account information. She is also trained to handle the office technical needs. After hours, she oversees the financial aspects of the recycling equipment business she and her husband own together.
With 12 years experience in the Financial Services Industry, Esther holds the Series 7 general securities license, Series 63 uniform securities license, Series 66 uniform combined state law license and the Indiana Life Insurance license. Her responsibilities include assisting financial advisors and clients, executing trades, processing account information and financial plan preparation. She also earned her Bachelor of Science Degree in Financial Counseling and Planning from Purdue University, West Lafayette in 1999. 
Melinda South
Registered Client Service Associate
Branch Technical Liason
With 11 years in the financial services industry, Melinda, a Series 7 general securities representative devotes her time in two service areas. As a registered client service associate she is responsible for client account paperwork, as well as incoming and outgoing office correspondence. As branch technical liaison she assists the office with technical support and maintenance, troubleshooting any problems with the computer and phone systems.
About Raymond JamesRaymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney. For more information, visit raymondjames.com. SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return. |
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © 2011 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC Privacy Agreement
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1351 Silhavy Rd.
Suite 300
Valparaiso, IN 46383
Phone: 219-531-6900
Fax: 219-531-6944
Toll-Free: 866-595-1386
Contact Us
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