Jarret V. Wandrei, CFP®, CLU®
Wealth Management Advisor

Wandrei, Mathews & Associates

Our Team

At Wandrei, Mathews & Associates, we are committed to providing you outstanding guidance and client service.  Please feel free to contact us whenever you have a question or need assistance.  Our team at Wandrei, Mathews & Associates is always happy to help.


Allison M. Ouahi

Director of Client Services
Office 317-284-5342
Fax 317-536-3430

Allison has 12 years of experience at Northwestern Mutual and Wandrei, Mathews & Associates.  We would like you to think of Allison as your concierge, as she works with clients on a variety of service requests, both insurance and investment, and she is also your contact for scheduling a time to meet with our team.  Her favorite aspect of work is being involved with a process that helps people achieve their financial goals and feel secure.

Allison grew up in Evansville, Indiana and graduated from Indiana University Bloomington.  She is married to Youssef, and they have one daughter, Salma.  She loves exercising and anything Disney.

What Allison can do for you:

  • Assist with insurance or investment related questions or service
  • Direct you to the correct team member for specific questions
  • Schedule an appointment with a member of our team
Zachary L. Paschal

Zachary L. Paschal

Director of Financial Planning
Office 317-284-5331
Fax 317-536-3430

Zach is an Associate Wealth Management Advisor with over 13 years of experience at Northwestern Mutual.  He joined Wandrei, Mathews & Associates in 2018 and is primarily responsible for the development and implementation of financial planning proposals.  Zach is also available to meet with clients and answer any financial planning questions.  Zach has a Bachelor’s Degree in Accounting from Ball State University and he is licensed in Life and Health Insurance, Variable Annuities, and FINRA Series 6, 63 and 7.  His favorite aspect of work is connecting with a client’s vision and helping them achieve it.

Outside of the office, Zach enjoys spending time with his wife Crystal and their 3 boys, Daniel, Micah and Benjamin. He is a sports enthusiast and a die-hard fan of Notre Dame Football, IU and Butler Basketball, the Chicago Cubs, Indianapolis Colts and Indiana Pacers.

What Zach can do for you:

  • Review in person or on the phone any aspect of your planning
  • Coordinate with Jarret on any planning item
  • Assist with any insurance or investment question
  • Take orders to buy or sell securities
Kerri E. Cox

Kerri E. Cox

Director of Insurance Services
Office 317-819-0565
Fax 317-536-3430

Kerri is an Associate Financial Representative who has 17 years of experience at Northwestern Mutual.  She joined the Wandrei, Mathews and Associates’ team in 2017.  Kerri is Director of Insurance Services and assists our clients with the implementation of all insurance related planning items.  She also directly helps with a variety of client service requests and is Life and Health licensed.  Her favorite aspect of work is interacting with wonderful people while providing the necessary guidance in a variety of situations.

Kerri grew up in Indianapolis, Indiana and graduated from Indiana University Bloomington.  She is married to Eric, and they have two little girls, Lizzy and Kate.  She loves being outdoors and spending time with her family up at Lake Wawasee.  In her free time, you will probably find her catching up with a friend over a good cup of coffee.

What Kerri can do for you:

  • Assist with life, disability, & long-term care related insurance questions
  • Provide insurance quotes
  • Facilitate premium payments and other insurance service items
  • Review in-force policies

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.