Jarret Vernon Wandrei, CFP®, CLU®

Wealth Management Advisor

My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 

Allison M Ouahi

Director of Operations
Office 317-558-1000
 
Matt Boles

Matt Boles

Director of Planning Services
Mobile 317-558-1000
 
 

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