Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Dorothea Cole (CRD# 3208277) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Columbia City, IN and has over 20 years of experience in the finance industry.
Noel H. Knox, JD/MBA (CRD# 4714966) serves individuals and families as a consultant, advisor, and fiduciary.
I consider my work a craft and my passion. I’m devoted to expertly engaging, advising, and assisting my clients in investment, trust, and most all life matters. Simply put, life can get complex, and I help my clients figure things out.
My promise and commitment to each of my clients is that I will devote as much time and effort as it takes for them to achieve and maintain their financial peace of mind.
Early in my professional career I worked for major Midwestern banks in Columbus,...
Kurt Gutman (CRD# 2839761) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 19 years of experience in the finance industry.