Bookends Financial Planning

Advisory Team

Advisory Team FAQs

Sarah Boston, Financial Planner, Investment Consultant

  • Graduate of IU Kelley School of Business
  • 20 years in financial services
  • Sarah is married to JJ and has 2 sons Tanner and Jack. She enjoys gardening, cooking, traveling, and volunteering.

Mike Wetzel, Financial Adviser, Principal

  • 20 years in financial services, over thirty years as a small business owner
  • Mike has been married to Laura Lee for 44 years and has four daughters, Sarah, Katy, Greta, and Heidi, and seven grandchildren. He enjoys boating, being active, and spending time with his grandchildren as much as possible.

Chandy Wilcoxon, Financial Adviser

  • 22 years in financial services and banking
  • Chandy is married to David, has two children, Brandon and Melissa, and four grandchildren. She enjoys baking, traveling, and is active in Susan G. Komen’s 3-Day walk for breast cancer research. 2020 will be her 12th walk and she has raised over $30,000!

Gene Trueblood, Chartered Financial Analyst

  • 35 years in financial services
  • Gene has a son Aaron and enjoys music and spending time outside.

Mindy Christian, Operations Manager

  • Nineteen years in financial services
  • Mindy is married to Chris and has a son Cameron. She enjoys reading, farm life, and Dr. Pepper.

Heidi Hargis, Chief Compliance Officer

  • Seventeen years in financial services
  • Heidi is married to Dave and has 2 girls, Sadie and Virginia. 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.

Bridgett Mueller, Operations Assistant

  • Sixteen years of customer service experience.
  • Bridgett is married to David and has three children, Abbigail, Samantha, and Mason. She studied all styles of dance for 15 years and now enjoys watching her daughters compete. She also enjoys taking cruises, spending time with her family, and Diet Coke.

Tina Barrow, Customer Services Representative

  • Over 20 years in customer service.
  • Tina is married to Randy and has a daughter, Sela. She enjoys crafting, being creative, and chocolate.