1351 Silhavy Road, Suite 300
Valparaiso, IN 46383

Telephone: 219.531.6900
Toll Free: 866.595.1386
Fax: 219.531.6944

A history of dedication from an experienced team

Not far from Valparaiso University, you’ll find our office at the northwest corner of Route 30 and Route 49. Inside the brick building that bears our name, you’ll find a team of licensed, experienced professionals who are ready to dedicate themselves to helping you pursue your financial goals. Our diverse range of expertise helps us match the right service to your unique financial planning needs.

Over the years, we’ve had the privilege of serving many clients throughout the area. And in each case, we’ve found that the only thing that exceeds our financial service credentials is our genuine passion for helping others. Which is why we look forward to serving you.

Jim O’Hara

Senior Vice President, Investments
Branch Manager
james.ohara@raymondjames.com

As branch manager of the Valparaiso office, Jim holds the staff to the same high standards that have served him during the 25 years he’s been in the financial investment business. He stresses their clients’ reliance on them to candidly discuss the pros and cons of investment options and then, through training and experience, assist them in making choices they’re comfortable with. Jim specializes in building 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 helping establish 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.

Raymond James is not affiliated with any of the organizations listed above.

Bert Miller, CFP®, MBA

Senior Vice President, Investments
Retirement Income Certified Professional (RICP®)
bert.miller@raymondjames.com

As a Certified Financial Planner™ professional with over 30 years of experience in the investment field, Bert has a broad knowledge of the many financial planning issues clients face, especially as they approach and reach retirement. With a philosophy of knowing his clients, understanding their individual needs, and having regular reviews, he provides his clients personalized, cost-effective investment and asset allocation solutions. He specializes in assisting medium to high-net worth clients with portfolio management and a well-planned and thought out retirement.

Bert is a past Board member of the Duneland Chamber of Commerce, St. Agnes Adult Day Service Center, and Neighborlink Porter County. His community involvement includes volunteering for projects with Neighborlink PC (Neighbors helping Neighbors) and being active in his church, teaching CCD classes on Sundays to 4th and 5th graders.

Additionally, Bert has earned the following designations:

  • Certified Financial Planner - CFP®
  • Retirement Income Certified Professional – RICP
  • Chartered Financial Consultant - ChFC
  • Chartered Retirement Plans Specialist - CRPS®
  • Chartered Life Underwriter – CLU
  • MBA from Indiana University

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Mark De St. Jean, CFP®, ChFC®

Vice President, Investments
mark.destjean@raymondjames.com

Whether he’s serving retirees, families or business owners, Mark is committed to helping his clients pursue their long- and short-term goals by providing financial services tailored to their lifestyles. As a financial advisor with specialized knowledge in retirement, Mark strives to help a diverse clientele pursue their dream retirements while enjoying their current lives to the fullest. Trustworthy and dedicated, he facilitates open conversations with his clients in an effort to distill complicated financial topics into honest and applicable advice.

Mark earned his bachelor’s degree from Indiana University. In 1996, he accepted the role of financial advisor at A.G. Edwards. In 2006, he joined Raymond James, a firm that he admires for its client-first culture. In addition to having more than two decades of experience in the financial services field, Mark has earned numerous esteemed designations and is a Chartered Financial Consultant®, Wealth Management Specialist® and Accredited Asset Management Specialist®. He also holds a CERTIFIED FINANCIAL PLANNER™ certification, which requires the successful completion of intensive self-study courses and a commitment to meeting the CFP Board’s high ethical standards.

Originally from Crown Point, Indiana, Mark makes his home in Valparaiso with his wife, Amber, and 3 children, Paige, Chloe & Griffin. Aside from helping coach his children’s sports teams, Mark enjoys his family time, traveling, playing basketball and working out. He is a founding member of the Valparaiso Noon Kiwanis Club Foundation and of the University Club of Northwest Indiana.

Raymond James is not affiliated with any of the organizations listed above.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future results. Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success.

Walter Coffman

Senior Vice President, Investments
walter.coffman@raymondjames.com

Walter has more than 29 years of experience in the financial services business, where he has worked extensively with retirees and those nearing retirement. He believes strongly in asset allocation while investing conservatively. Walter’s broad experience coupled with extensive, ongoing research in many financial areas assists him in understanding the markets and giving sound advice.

Walter is a member of Mensa and 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.

Raymond James is not affiliated with any of the organizations listed above.

William Lukach

Associate Vice President, Investments
william.lukach@raymondjames.com

Bill works with investors to help them achieve their individual goals, whether accumulating for the future or assisting during retirement years. With more than 25 years of experience as an advisor, he believes each client has unique needs and concerns, and portfolios should be structured accordingly. Helping people understand various investments and the value of proper diversification is 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 has served on the board of the Duneland Education Foundation and is a past member of the Duneland YMCA board of directors.

Raymond James is not affiliated with any of the organizations listed above.

Missy Hilley

Senior Registered Client Service Associate
Operations Manager
missy.hilley@raymondjames.com

As Operations Manager, Missy ensures that our dedicated staff is courteous and efficient. With 23 years’ experience in the financial field, she hold the Series 7 general securities representative and the Series 9/10 and 24 licenses. Missy is also insurance licensed and 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. She also assists clients with questions regarding their accounts, processes paperwork and executes trades.

Melinda South

Senior Registered Client Service Associate
Branch Technical Liaison
melinda.south@raymondjames.com

With 20 years in the financial services industry, Melinda holds a Series 7 general securities representative license, the Series 66 uniform combined state law license, the Series 31 license, the Series 9/10 license and the Indiana insurance license. As a Senior Registered Client Service Associate she assists clients with questions regarding their accounts, processes paperwork and executes trades, as well as handles the 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.

Norma Hill

Registered Client Service Associate
norma.hill@raymondjames.com

With 16 years in the financial services industry, Norma holds the Series 7 general securities representative and Series 66 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 technical needs of the office.

Esther Hill

Registered Client Service Associate
esther.hill@raymondjames.com

With 14 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 preparing financial plans. She also earned a Bachelor of Science degree in Financial Counseling and Planning from Purdue University, West Lafayette.

Raymond James is not affiliated with any of the organizations listed above.

Albert Miller, CFP®, AAMSSM

Accredited Asset Management Specialist
Financial Advisor
albert.miller@raymondjames.com

Albert is a Certified Financial Planner™ professional and has been a member of the Raymond James family since 2015. He holds a bachelor’s and master’s degree from Purdue University. Albert personally advises clients on their investment management and financial planning needs, especially as they approach and live throughout retirement. With a philosophy of sitting down and getting to know his clients, understanding their individual needs, and having regular reviews, Albert provides his clients personalized, cost-effective investment and asset allocation solutions. He specializes in assisting medium- and high-net-worth individuals with portfolio design and management, risk management, retirement planning, and overall comprehensive financial planning.

Albert is on the board of directors for the Duneland Chamber of Commerce and Hilltop Neighborhood House. He is an active member of the Full Circle Young Professionals group, where he spends time volunteering in the community at events like the United Way Day of Caring. He lives in Valparaiso with his wife, Kirstyn, who is an elementary school teacher in Chesterton.

Raymond James is not affiliated with any of the organizations listed above.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.