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ATIS Financial Advisors
For Wealth Management in Northwest Indiana

John Evanich, NWI Financial AdvisorJohn J. Evanich

John is President of ATIS, Inc. Investment Advisory Services, General Securities Principal and Financial Operations Principal. Previous to developing ATIS, Inc. in 2009, John served in the securities industry for 15 years, primarily as the President of American Trust Investment Services and Peerson & Co.

Before entering the securities industry, he was Controller of a financial institution, a member of a CPA firm, and examiner for the Indiana Department of Revenue.
A 1985 graduate from Indiana State University with a B.S. in accounting, John obtained his CPA license in 1987.

"I look forward to LISTENING to the needs of my client. I then determine solutions for those needs that have been assessed. It is important to develop strategies for my clients that are in continuity with their risk analysis and investment objectives."

John is a 26 year resident of Griffith, Indiana with his wife of 27 years, Lori.

Member FINRA & SIPC.

 


Kurt Schultz, NWI Financial AdvisorKurt F. Schultz

Kurt is Executive Vice President of ATIS, Inc. Investment Advisory Services. He has 30 years experience in the financial services industry including both equity and derivatives markets. As a former Senior Equity Derivatives Strategist for a prominent global firm, Kurt worked with institutional clients that included mutual fund managers, hedge funds, and various endowments. He also has extensive classroom and seminar experience teaching global corporations Technical Analysis and Risk Management strategies.

Since moving from the floor of Chicago’s Exchanges to the private client arena, Kurt has expanded his licensing. Besides being a member of the CME Group (CBOT division) his licenses include a Series 4,7,24,53,63, and 66. He also holds a Life, Variable Life, and Annuity License.

Kurt has been a lifelong resident of the Calumet Region and has resided in Dyer since 1992 with his daughter and son. He is active in the community through involvement with various Chambers of Commerce. Coaching youth athletics such as soccer and basketball with both church and community has been a favorite past time.






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