Bookends

Our Team

Your experience with us is simple. You are the author, we are your ghostwriter, using the resources of Raymond James and our experience to structure your story.

1

Connect & Understand

  • establish relationship
  • gather information
  • review scope of services

2

Design

  • monitor progress
  • review and revise
  • periodic reviews

3

Implement

  • analyze & evaluate needs
  • collaborate with professionals
  • educate on findings & solutions
  • confirm recommendations

4

Manage & Monitor

  • adopt action plan
  • coordinate with professionals
  • employ solutions

Experienced. Independent. Intentional.

The Bookends Story

Financial Advisor Mike Wetzel has four daughters, and like any father, one day hoped that one of his girls would follow in his footsteps as a business owner and financial planner. Sarah Boston, his eldest, started in the industry as in intern while at IU’s Kelley School of Business. His youngest, Heidi Hargis, entered the industry while still in high school. Mike started calling Sarah & Heidi his “bookend” daughters, a moniker the girls were not fond of at first. After many years, and much patience, Mike’s dream was realized when the opportunity arose for all three to work together in the same practice. Today, the Bookends name not only represents the family values that are the core of the business, but also the comprehensive nature of their financial planning practice.

Check the background of this investment professional on FINRA’s BrokerCheck

Life Well Planned