Your One-Stop Shop to Financial Freedom
Who We Are
TradeWell Tax & Financial was founded to serve clients in their pursuit of financial independence. Our team works with each client to help them create and execute sound financial recommendations based on their unique needs. We’re a family office that believes you deserve to live your best life. We are proud to be Fort Wayne’s only one-stop shop retirement and guaranteed income firm.
At TradeWell Tax & Financial, we strive to help families spend more time living and dreaming, and less time worrying and wondering. Our team is known for helping already successful families find true significance in retirement. Together, we’ll explore how we can help optimize your income, assets, tax strategies, and legal concerns –all under one roof!
Our Mission
Regardless of your retirement goals, true financial independence is the centerpiece of a successful life plan. We aim to provide financial peace of mind by delivering tailored objective advice designed to give retirees and pre-retirees the confidence to pursue their dreams and to ensure stability. As a Fiduciary investment advisory firm, TradeWell is committed to putting your needs first. We will create a vision of success and purpose for the families we do life with.
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The TradeWell Tax & Financial Team!
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Our Team
Mike Albertson
Investment Advisor Representative
Mike Albertson
Most Likely To:Strike up a conversation with a stranger.
My First Job Was:Towel boy at American Health.
I Love Working at TradeWell Because:I have the best job in the world, the families we do business with we do life with DBDL!
Nicole Rus
Operations
Nicole Rus
Most Likely To:Bring my dogs to work.
My First Job Was:Bus girl at Clay’s Family Restaurant.
I Love Working at TradeWell Because:Our culture is awesome! We have amazing employees and amazing clients that feel like family!
Wes Phelps
Investment Advisor Representative
Wes Phelps
Most Likely To:Be the best golfer to never get a hole in one.
My First Job Was:“Cart Boy” at the Players Club Golf Course in Yorktown, IN.
I Love Working at TradeWell Because:TradeWell treats clients and employees the same, we are all treated as family. I have the ability to help our families without the handcuffs of a big fortune 500 firm. We do what’s right; not what Wall Street wants us to do. We are advocates for our families in a world that is not set up for you to win.
Terry Ottinger
Chief Tax Officer
Terry Ottinger
Most Likely To:Be out towing all the kids on the lake in the summer.
My First Job Was:Tire technician at Tire Barn Warehouse during the summers in high school.
I Love Working at TradeWell Because:I get to assist our team in helping others transition to retirement and help with the taxable unknowns included with the transition.
Kirby Moss, JD
JD, Elder Law Attorney
Kirby Moss, JD
Most Likely To:Turn the music or movies up too loud!
My First Job Was:The morning paper route for Journal Gazette (11 years old)
I Love Working at TradeWell Because:The close proximity to Coney Island, the great co-workers, and the wonderful clients!
Nikolas Albertson
Economist
Nikolas Albertson
Most Likely To:Snuggle with his cat for hours.
My First Job Was:A retail sales associate at Journeys in the Glenbrook Mall.
I Love Working at TradeWell Because:Of all the good we do for people and their families.
Carrie Abplanalp
Service Advisor
Carrie Abplanalp
Most Likely To:Dance in the kitchen with my dog.
My First Job Was:Checker at Scott’s.
I Love Working at TradeWell Because:TradeWell believes in creating more than just a workplace, we foster a community that feels like a second family, which makes coming to work amazing!
Chris Judy
Medicare & Health Insurance
Chris Judy
Bio Coming Soon!
Tim Gordon
First Impressions
Tim Gordon
Most Likely To:Break into song and bake a rabbit-shaped cake for no particular reason.
My First Job Was:A grocery store cashier.
I Love Working at TradeWell Because:I get to see the difference we make in so many people’s lives, and have an extended family that means the world to me!
Thomas Badders
Investment Advisor Representative
Thomas Badders
Most Likely To:Bring in cheesecake the office doesn’t want to eat.
My First Job Was:A cook at a local restaurant.
I Love Working at TradeWell Because:It feels like a family, the great environment and being able to help change lives!
Ethan Ramos
Paraplanner
Ethan Ramos
Most Likely To:Ask to pet your dog on a walk.
My First Job Was:At Dairy Queen
I Love Working at TradeWell Because:No matter how much joking around we do, everyone always looks out for each other. I couldn’t ask for a better environment.
