Our Firm

TradeWell Tax & Financial has a wide variety of professionals in-house to help the families we serve reach retirement in the most successful way possible. We are EAs, Elder Law Attorneys, Fiduciary Investment Advisers, Tax Advisers and Insurance Professionals. TradeWell Tax & Financial is the only one-stop-shop retirement and guaranteed income firm in Fort Wayne that has all of these professionals in-house and under a single roof.  Coordination and communication is our goal.

Our Team

MIKE ALBERTSON

PRESIDENT & FOUNDER

The Founder and CEO of Tradewell Tax & Financial, Mike is also a fee-based Investment Advisor Representative and Fiduciary who is required to put his clients’ interests before his own. 

NICOLE CHRIST, MS

DIRECTOR OF OPERATIONS
(Loving Lake Life)

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TERRY OTTINGER

ENROLLED AGENT & CHIEF TAX ADVISER
(Sailed the Seven Seas)

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KIRBY MOSS, JD

JD, ELDER LAW
ATTORNEY
(IU Super Fan)

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CHRIS JUDY

MEDICARE, INSURANCE, & ANNUITIES
(Secret IU Fan)

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WES PHELPS

INVESTMENT ADVISOR REPRESENTATIVE

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Brandon Zink

Para Planner
IU/Kelly School of Business
(Hockey Freak)

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TINA KELLY

DIRECTOR OF NEW BUSINESS

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TIM GORDON

DIRECTOR OF FIRST IMPRESSIONS
(Ultimate Queen Fan)

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NIKO ALBERTSON

INTERN/ ECONOMICS & MATHMATICS
MINOR: ACTUARIAL SCIENCE
(Number Cruncher)

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Contact Us

130 West Main Street

Suite 100

Ft. Wayne, IN 46802

Phone: 260-499-2084

Fax: 260-490-5956

Got a question? Let's talk.

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TRADEWELL TAX & FINANCIAL

Our History

TradeWell Tax & Financial has a wide variety of professionals in-house to help the families we serve reach retirement in the most successful way possible. We are EAs, Elder Law Attorneys, Fiduciary Investment Advisers, Tax Advisers and Insurance Professionals.

About Mike Albertson

The Founder and CEO of Tradewell Tax & Financial, Mike is also a fee-based Investment Advisor Representative and Fiduciary who is required to put his clients’ interests before his own. In 2002 Mike entered into the financial services sector as a way to learn about people and help them.

Mike Albertson is an Investment Adviser Representative. Advisory services offered through Secure Asset Management, LLC (SAM) a Registered Investment Adviser.

Tradewell Tax and Financial is not affiliated with Secure Asset Management

Representatives of Tradewell Tax and Financial are authorized in states where they are properly registered. Mike Albertson: FL, IN, KY, OH, SC. 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 will be provided by a state licensed Tradewell Tax & Financial insurance agent.

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.