Advisory Team FAQs

Sarah Boston, Financial Planner, Investment Consultant

  • Graduate of IU Kelley School of Business
  • Over 20 years in financial services
  • She enjoys gardening, cooking, traveling, and volunteering.

Mike Wetzel, Financial Adviser

  • Over 20 years in financial services, over 30 years as a small business owner
  • He enjoys boating, being active, and spending time with his grandchildren.

Katie White, Relationship Manager

  • 7 years in customer services
  • Married to Shelby and has a son.

Mindy Christian, Operations Manager

  • Over 20 years in financial services
  • She enjoys reading, the beach, and Dr. Pepper.

Heidi Hargis, Chief Compliance Officer

  • Over 20 years in financial services
  • She enjoys spending time outdoors, reading, being active, and brownies.

How do I check an advisor’s professional background?

Follow this link to see employment history, certifications, licenses, regulatory actions, violations and complaints of any securities licensed individuals. You can also get information about the firm.