Bookends Financial Planning Employee Directory

Bookends Financial Planning corporate office is located in 7320 US 31, Indianapolis, Indiana, 46227, United States and has 1-10 employees.

bookends financial planning

sarah boston - raymond james

wetzel investment advisors inc

mike wetzel, financial advisor

wetzel, financial advisor

Bookends Financial Planning Global Presence

Location	People at location
North America	1-10

Key Employees of Bookends Financial Planning

HH
Heidi Hargis
Chief Compliance Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
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Index of contact profiles from Bookends Financial Planning

Hundreds of professionals searching for Bookends Financial Planning have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

MW
Mike Wetzel
Email Direct
Financial Advisor
United States , Indiana , Indianapolis

HH
Heidi Hargis
Email Direct
Chief Compliance Officer
United States , Indiana , Indianapolis

EG
Erin Guilfoil
Email Direct
Financial Planner
United States , Indiana , Indianapolis

MC
Mindy Christian
Email Direct
Manager, Operations
United States , Indiana , Indianapolis

SB
Sarah Boston
Email Direct
Financial Planner & Investment Consultant & Principal
United States , Indiana , Indianapolis

Former Employees at Bookends Financial Planning

Explore people who held key positions, contributed to Bookends Financial Planning's success, and advanced their careers.

AS
Ashlyn Streicher
Overhead Generalist at USIC
Worked as Marketing Intern
at Bookends Financial Planning (2020-2021)
Email Direct
JD
Jeffrey Doinoff
Senior Research Analys... at Galvin Gaustad & Stein
Worked as Vice President, Equity Analysis & Portfolio Ma...
at Bookends Financial Planning (2023-2024)
Email Direct
AS
Alex Schremp
Business Education Tea... at DC Everest High School
Worked as Wealth Management Intern
at Bookends Financial Planning (2016-2017)
Email Direct

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Frequently Asked Questions Regarding Bookends Financial Planning Employees

How many employees does Bookends Financial Planning have?

Bookends Financial Planning has 1-10 employees

Who are Bookends Financial Planning key employees?

Some of Bookends Financial Planning key employees are Heidi Hargis

Where is Bookends Financial Planning located?

Bookends Financial Planning’s headquarters are located at 7320 US 31, Indianapolis, Indiana, 46227, United States

How do I contact Bookends Financial Planning?

Bookends Financial Planning Contact Info: Phone number: (317) 859-2502 Website: www.bookendsfinancialplanning.com

What does Bookends Financial Planning do?

Bookends Financial Planning is a family-founded financial planning practice that emphasizes trust and a commitment to client success. They offer personalized financial guidance, prioritizing clients' interests as fiduciaries, and utilize a fee-based structure for transparency. The firm provides a comprehensive planning process that adapts to client... Read More

Is Bookends Financial Planning a public company?

Bookends Financial Planning is private company therefore does not currently have an official ticker symbol

See more information about Bookends Financial Planning Employees