Director of Client Relations
Tim has been an employee of TradeWell since March of 2008, serving as Director of First Impressions for existing and prospective clients. His position combines elements of concierge and customer service, and he serves as a liaison to the company’s business contacts and various government agencies, especially during tax season.
Before coming to TradeWell, he spent seven years at Lincoln Life primarily as a Series 6 registered customer service representative. He also tallied eight years of banking experience between Fort Wayne National and Norwest Banks, including a five-year stint in the Trust Department at Fort Wayne National Bank where he worked with Attorney Mark Hartman.
Outside of the office, Tim has many interests including cooking, gardening, water skiing, and singing at 2 local pubs. Tim is very proud of his Romanian heritage and enjoys events that bring cultural diversity and awareness to the community.
Mike Albertson is an Investment Adviser Representative. Advisory services offered through Secure Asset Management, LLC (SAM) a Registered Investment Adviser.
Bryan Putt is an Investment Adviser Representative and a Registered Representative. Advisory Services are offered through Secure Asset Management, LLC (SAM) a Registered Investment Adviser. Securities are offered through Aurora Securities, Inc. (ASI) Member: FINRA/SIPC.
Tradewell Tax and Financial is not an affiliated company of (SAM) or (ASI).
Representatives of Tradewell Tax and Financial are authorized in states where they are properly registered. Mike Albertson: FL, IN, KY, OH, SC and Bryan Putt: IN. Clients who are not residents of these states cannot be serviced.
This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Tradewell Tax & Financial is not engaged in the practice of law. All insurance recommendations offered through Indiana Tax Advisory Group, Inc. Mike Albertson is President of Indiana Tax Advisory Group, Inc.
There are no assurances that you will achieve your investment objectives. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions, or withdrawals may materially alter the performance of your portfolio. Past performance is no guarantee of future success. We provide no guarantee that any portfolio will match or outperform any benchmark.
Recommendations and advice are based on information provided by the client that is presumed to be accurate. The financial planning process is not stagnant and must be adjusted based upon changes in the client's personal and financial situation, liquidity needs, investment objectives, and risk tolerance. Clients are responsible for notifying us immediately if their personal and financial circumstances or goals change.