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Our Team
Fort Wayne Home Office
Kurt Gutman
Financial Advisor
Chris Swanson
Portfolio Manager and Financial Advisor
Tammy Trammel
Client Specialist
VALPARAISO OFFICE
James J. Bobos, AAMS®, Partner
Portfolio Manager, Financial Advisor
Lynn Fisel
Financial Advisor, Partner
Cliff Malings
Financial Advisor
Cheryl Ryan
Client Services
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Kim Wooden
Financial Advisor
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