Interested in Personal Financial Guidance?
Your first step toward reaching your goal is to schedule a consultation with a MIDCOAST advisor. We’d love to partner with you.
Helping Navigate your Financial Future
Committed To You and Your Journey
MIDCOAST is a Northwest Indiana Certified Public Accounting and Wealth Management firm proudly serving individuals and small to medium-sized businesses through tax and wealth management services for nearly twenty years. We help our many clients navigate the most stringent financial decisions by focusing on strong client-advisor relationships built on trust and personalized financial guidance and expert advice.
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The MIDCOAST Difference
- We take a collaborative approach to financial decisions.
- We are in the business of and obsess about the value we are providing to our client.
- We employ wisdom, not just knowledge.
- We view you as partners, not just a number.
- We transformed a sales model to a servant model.
Our Client Commitment:
- We will never recommend something we wouldn’t bring to our parents or invest into ourselves.
- We will never talk over you with jargon, and promise to be informative throughout.
- We will discuss ALL fees related to our services.
Our Mission
MIDCOAST exists to help each unique client realize and reach their desired financial destination by integrating our comprehensive services with customized strategies.
Guiding our clients towards making the right financial decisions and helping them avoid the big mistakes.
Guarding against those factors that threaten your wealth like tax traps, markets, and unexpected events.
Giving strategically on your terms to the specific people or places that are most important to you to secure your legacy.
Our Team
Derric J. Isensee, CPA
PartnerDerric Isensee, is a certified public accountant who enjoys partnering with individuals and small to mid-sized business owners to collaboratively understand and solve the unique challenges and complexities facing each client situation. Derric earned his Bachelor’s Degree from Grace College in Warsaw, IN and his Post-Bachelor Certificate from Wayne State University in Detroit, MI where he studied Business Administration, Accounting and Finance.
Prior to founding MIDCOAST, Derric worked at Deloitte & Touche, one of the “Big Four” international professional service firms providing accounting, tax and consulting services to the world’s largest institutions. After serving at Deloitte, Derric worked at NiSource, the region’s largest corporation, holding serving in various roles over a 10 year period. Most recently he served in a Executive Regulatory Finance role where he was responsible for the planning and execution of NiSource’s regulatory finance initiatives. Derric is a member of the American Institute of Certified Public Accountants and Indiana CPA Society.
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