Our Team

Mike received a Bachelor of Arts degree from Taylor University-Upland where he maintained a double major in Business Administration and Communications. Upon graduating, he worked in advertising before joining Lincoln National Corporation in December of 1985.

While at Lincoln, Mike worked in various capacities relative to the qualified plans arena including: plan administration, product development, marketing and client consultant. In 1994 Mike moved to Lincoln Financial Advisors of Indiana to serve as Director, Pension Marketing. During this time he was able to build a substantial personal business focused on qualified plans.

After leaving Lincoln, Mike formalized his business with the creation of SMS Benefit Advisors, LLC in March 2004. Currently, he works with more than 60 corporate clients to provide qualified plan benefits to their employees. These plans represent more than $50,000,000 in assets under management and more than 3,000 participants.

With the formation of SMS Benefit Advisors, LLC he has expanded his focus to be a comprehensive solution to employers who provide employee and executive benefit programs.

Mike is a Registered Representative of Sigma Financial Corporation. He is involved with Junior Achievement of Northern Indiana, is a member of the American Society Pension Professionals and Actuaries (ASPPA) and is active in his church, The Chapel. He is married to Dawn and has two children, Andrew and Anna.

Steve entered the financial advising business in 1962 when he left Indiana University to join Commonwealth Life Insurance Company. He practiced with them for three years before he joined Lincoln Financial Corporation in 1965 and has stayed with Lincoln ever since. In 2004, Steve combined his successful career with Mike Mishler and Charles Strawbridge when they formed SMS Benefit Advisors, LLC.

Steve is a Registered Representative of Sigma Financial Corporation where his main focus is Employee Benefits Plans. He focuses on Group Health Plans, Long Term and Short Term Disability, as well 401(k) and 403(b) plans. Steve holds the designation of CLU.

Throughout Steve’s career, he has served on many local boards and committees. Currently, he holds a seat on the Board of Anthony Wayne Area Council of Boy Scouts, the Financial Management Committee for the Boy Scouts, and the YMCA Board, Finance Committee.

Most weekends, Steve resides at his lake home with his wife where they enjoy outdoor activities and spending time with their 4 grown children and 8 grandchildren.

Chip attended Indiana Wesleyan University and went to work for Lincoln National Corporation for 18 years where he gained extensive experience in the retirement plan business.

After leaving Lincoln, Chip continued doing business with the creation of SMS Benefit Advisors, LLC in March 2004. Currently, he works with corporate clients as well as non-for-profit organizations to provide qualified plan benefits to their employees.

With the formation of SMS Benefit Advisors, LLC he has expanded his focus to be a comprehensive solution to employers who provide employee and executive benefit programs.

Chip is a Registered Representative of Sigma Financial Corporation.

Jan is a registered Representative of Sigma Financial and has been in the insurance business since 1989. Over that period of time, she has been working with clients to help serve their investment and insurance needs by analyzing their financial condition and recommending areas for change. Jan focuses on providing Qualified Plans for businesses and Financial Planning for seniors.

She holds her Securities Licenses. Jan is married with four grown children and 6 grandchildren.