Let ATIS help plan your financial future.
Northwest Indiana Financial Advisors Who Work For You
Services We Offer
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.
Bond Investments
Besides corporate and municipal bonds, the RBC fixed income desk offers FDIC insured CD’s.
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.
Trust Administration
Should you need assistance with trustee succession, we maintain an alliance with trust service providers.
Estate Planing
Through relations with local attorneys and CPA’s, we try to make an emotional issue less stressful.
Insurance Products Services
We are licensed in the State of Indiana to provide a variety of insurance products, which includes annuities and life insurance.
Stock Broker Dealer
Our clearing relationship with RBC Clearing and Custody provides for execution of stock, security deposits, and stock re-registration.
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 Financial 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. Prior 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 an 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 for those who seek us out.”
John is a 37-year resident of Griffith, Indiana, with his wife of 38 years, Lori.
Member FINRA & SIPC
Kurt F. Schultz
kurt.schultz@atiswealth.com
Kurt is Executive Vice President of ATIS, Inc. Investment Advisory Services. He has 40 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 pastime.
Joe Mastej
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 degree in Economics. Joe has worked towards passing his Series 7, 66, and 24 tests. 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 involvement in Highland Chamber of Commerce, Joe is involved in 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.