ATIS Wealth Northwest Indiana Financial Advisor - Asset Wealth Management - Financial Planner

Northwest Indiana Financial Advisors Who Work For You

Wealth Management • Retirement Planning Management • Stock Broker Dealer

We are an independent Broker/Dealer with deep roots in Northwest Indiana. Our longstanding community presence and ideal location allows us to serve the Lake-Porter County and Chicagoland areas in a personal way. Whether you are an individual investor, or an investment advisor looking for a partner to address your specific needs, please stop in and see us. We would appreciate the opportunity to meet with you.

Services We Offer

You and your financial success is important to us. We know it sounds cliche, but its true. We rely on our personal discussions about strategies with you. Your time, comfort level and diversification percentages are not the same as everyone elses.

Our time is spent focusing on how we can serve you and what makes an honest fit to your unique situation.

ATIS, Inc. offers the following financial services:

•Wealth Management
You’ll benefit from our investment advisory services because they include allocation models from a variety of sources. You’ll find that we strive to be cost competitive through our fee based structure.

•Retirement Planning Management
A variety of tools are used to evaluate retirement sensitivity issues. Together we’ll learn your risk tolerance, how much you are saving, and how much you’ll need for retirement. In order to plan well, we need good information.

•Estate Planing
Through relations with local attorneys and CPA’s, we try to make an emotional issue less stressful.

•Stock Broker Dealer
Our clearing relationship with RBC Clearing and Custody provides for execution of stock, security deposits, and stock re-registration.

•Bond Investments
Besides corporate and municipal bonds, the RBC fixed income desk offers FDIC insured CD’s.

•Trust Administration
Should you need assistance with trustee succession, we maintain an alliance with trust service providers.

•Insurance Products Services
We are licensed in the State of Indiana to provide a variety of insurance products, which includes annuities and life insurance.

•College Savings Plans Recommendations
We want to make sure that clients know the best way to invest for higher education. Tax benefits are an integral part of college savings.

ATIS Finanical Advisors

John J. Evanich

President of ATIS, Inc.
john.evanich@atiswealth.com

John is President of ATIS, Inc. Investment Advisory Services, General Securities Principal and Financial Operations Principal. Previous to developing ATIS, Inc. in 2009, John served in the securities industry for 15 years, primarily as the President of American Trust Investment Services and Peerson & Co.

Before entering the securities industry, he was Controller of a financial institution, a member of a CPA firm, and examiner for the Indiana Department of Revenue.

A 1985 graduate from Indiana State University with a B.S. in accounting, John obtained his CPA license in 1987.

"It is an honor and privilege to service our clients with an advisory group that can rival the credentials of any other company. Starting from humble beginnings with my Executive Vice President, we have worked tirelessly to create growth, income and protection to those who seek us out."

John is a 36-year resident of Griffith, Indiana with his wife of 37 years, Lori.

Member FINRA & SIPC.

Kurt F. Schultz

Executive Vice President of ATIS, Inc.
kurt.schultz@atiswealth.com

Kurt is Executive Vice President of ATIS, Inc. Investment Advisory Services. He has 39 years of experience in the financial services industry including both equity and derivatives markets. As a former Senior Equity Derivatives Strategist for a prominent global firm, Kurt worked with institutional clients that included mutual fund managers, hedge funds, and various endowments. He also has extensive classroom and seminar experience teaching global corporations Technical Analysis and Risk Management strategies.

Since moving from the floor of Chicago’s Exchanges to the private client arena, Kurt has expanded his licensing. Besides being a member of the CME Group (CBOT division) his licenses include a Series 4,7,24,53,63, and 66. He also holds a Life, Variable Life, and Annuity License.

Kurt has been a lifelong resident of the Calumet Region and has resided in Dyer since 1992. He is active in the community through involvement with various Chambers of Commerce. Coaching youth athletics such as soccer and basketball with both church and community has been a favorite past time.

Joe Mastej

Registered Representative and Investment Advisor
joe.mastej@atiswealth.com

Joe became a member of ATIS Investments in September of 2016. Prior to joining ATIS, Joe graduated in 2016 from Indiana University Northwest, with a dregree in Economics.

Joe has worked towards passing his Series 7, 66, and 24 test. As of May 2021, he was appointed the Operations Officer for ATIS. He would go back to school to achieve his MBA in the spring of 2023.

Aside from his involment in Highland Chamber of Commerce, Joe is involved umpiring youth organizations in Highland. He enjoys golfing, traveling and is trying to make it to all of the National Parks, in the United States. Joe is married to his wife Jill, and they currently reside in Munster with their son, Casey.

Michael D. Castillo

Registered Representative and Investment Advisor
michael.castillo@atiswealth.com

A member of ATIS Investments since September 2019, Michael is a Registered Representative and Investment Advisor with an Accounting degree from Calumet College of St. Joseph and an MBA from University of Phoenix. Prior to joining ATIS, Michael has worked in the Tax, Payroll, and Accounting industries. This experience has been essential in the firm’s financial operations and regulatory compliance.

Michael is a member of the Lions Club. He grew up in the East Side neighborhood of Chicago and has resided in Highland, Indiana since 2012.