Meet Interra Investments
Jim Kirk
Jim Kirk
ChFC, RICP, CLU
Vice President of Wealth Management

Helping you reach your financial goals is my number one objective. Working together, I’ll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, plan, use and transfer assets in a more advantageous way. Periodically we’ll review your situation and  make adjustments as needed. It just makes sense—as your life changes, so do your financial needs, and I’ll be here for you at every stage of your life.

With over two decades of experience in financial services, you will find my exclusive skill set and vast array of knowledge a great tool in assisting you with your needs.

Being located at Interra Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to retirement planning, wealth management, mutual funds, education funding, 401(k)/pension rollover services, life insurance, long-term care insurance or other products to meet your needs—I got you covered.

Originally from Ohio, the Midwest is home to me and I currently reside in Goshen. I’ve been married for 14 years to my precious wife Lola and we have 4 children together. When I’m not working, I enjoy playing guitar, riding ATVs and UTVs, hunting and actively participating in my church.

Professional Services

Retirement Planning, Investment Management, Tax-advantaged, Investment Planning, Life Insurance Planning, 401(k) Planning, Retirement Income Planning, Wealth Management and Portfolio Management.

Phone:

574-975-3222,

Branch:

300 W. Lincoln Ave., Goshen, IN 46526

Toll Free:

888-432-2848, 7197

Business Hours:

M-F 8am to 5pm and by appointment.
Katelyn Kelter
Katelyn Kelter
Financial Advisor

At Interra Investments, serving Interra Credit Union members, you will find that our focus is on you. The investment strategies we provide are what we believe are in your best interest. With over a decade of financial experience, I will work with you to pursue your long-term financial goals.

Being a Financial Advisor is more than a job to me. I am passionate about educating my clients and providing them unwavering support. I enjoy hearing stories about what is important to you and what you want for your future. It is beyond rewarding having the privilege to help clients learn about what is possible financially and helping them realize what they can achieve with a plan in place.

You will find that I am committed to understanding your situation and listening to your needs. I will have your best interest in mind. Being located at Interra Credit Union and a lifelong area resident, I am well connected to the needs of people like you and me who live and work in this community.

A graduate of NorthWood High School, I went on to Indiana University of South Bend, where I received an Associates of Business. From 2014 to 2017 I worked at Interra Credit Union as an IRA/HSA Specialist and then continued my career working with other financial advisors until I found myself back at Interra Investments where it feels like home.

Originally from Nappanee, I live in Elkhart with my husband and our two young boys. In my free time I enjoy working on home projects and going on small adventures with my family.

Professional Services

Retirement Planning, Investment Management, Tax-advantaged, Investment Planning, Life Insurance Planning, 401(k) Planning, Retirement Income Planning, Wealth Management and Portfolio Management

Phone:

574-975-3222,

Branch:

300 W. Lincoln Ave., Goshen, IN 46526

Toll Free:

888-432-2848, 7373

Business Hours:

M-F 8am to 5pm and by appointment.
Mike Metcalf Body
Mike Metcalf
Financial Advisor

As a Financial Advisor, I can make a real difference in people’s lives by assisting individuals and families in managing their finances, pursuing their goals, and making clients feel more secure about their financial futures. Financial advising requires constant learning and staying up to date with market trends, economic indicators, and financial products. This additional knowledge allows me to focus on developing trust and rapport with my clients to create long-lasting partnerships while helping them navigate life’s financial complexities. I take pride in Interra’s commitment to providing a personalized planning experience, recognizing that everyone has unique needs and aspirations. Whether it’s building a nest egg for retirement, establishing an emergency fund, or protecting loved ones with adequate insurance coverage, I work tirelessly to ensure that my clients have the financial resources they need to weather life’s uncertainties and pursue their dreams.

With a bachelor’s degree in finance and over 5 years in the financial industry, my expertise helps me to create a plan that works and, above all, is comfortable for my clients. I’m fueled by a deep passion for assisting others, and I’m thrilled at the opportunity to guide my clients towards achieving their goals and realizing success.

Originally from Fort Wayne, Indiana, nowadays, Mishawaka, Indiana, is where I proudly call home. I challenge myself to “make someone’s day better, every day,” a life motto that is very personal to me.

Outside of work, I enjoy playing golf and attending live music events.

Professional Services

Retirement Planning, Investment Management, Tax-advantaged, Investment Planning, Life Insurance Planning, 401(k) Planning, Retirement Income Planning, Wealth Management and Portfolio Management

Phone:

574-534-2506, 7210

Branch:

300 W Lincoln Ave Goshen, IN 46526

Toll Free:

888-432-2848, 7373

Business Hours:

M-F 8:30am to 5pm and by appointment

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Interra Credit Union and Interra Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Interra Investments, and may also be employees of Interra Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Interra Credit Union or Interra Investments. Securities and insurance offered through LPL or its affiliates are:

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