Crown Point, IN Office

Joshua Mauk is a financial advisor at Terra Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Apollon Wealth Management, CAPE Securities, Purshe Kaplan Sterling Investments, PFS Investments, and Primerica Financial Services. Outside of his advisory role, he is involved in insurance product sales through Mauk & Associates and TerraWealth Risk Management, and owns ConnectMyBiz, a business focused on employee retention credit referrals. Terra Wealth provides holistic financial planning and investment advisory services to individuals, including high-net-worth clients, as well as entities such as family offices, trusts, and qualified retirement plans. The firm manages discretionary assets through customized portfolios using mutual funds, ETFs, annuities, and external managers, with an investment process overseen by a committee and regular client reviews.

Lauren Mink is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior work includes roles at AE Financial Services, Terra Wealth Management, and Primerica Advisors, with additional experience in dental practice administration. She is also involved with Terra Wealth Management as an Investment Adviser Representative. Apollon Wealth Management is an SEC-registered advisory firm serving a range of clients including individuals, families, businesses, and charitable organizations. The firm combines centrally managed and locally managed investment strategies, employs fundamental analysis with tactical allocations, and offers ESG-focused models and tax management tools.