Bookends Financial Planning

Advisory Team

Advisory Team FAQs

Sarah Boston, Financial Advisor, Branch Manager

  • Series 7, 66 securities licenses; Series 51, 24 supervisory licenses; Insurance and long-term care licensed
  • Licensed in 22 states
  • Graduate of IU Kelley School of Business
  • Eighteen years in financial services

Mike Wetzel, Financial Advisor, Branch Manager

  • Series 7, 66 securities licenses; Series 31, 24 supervisory licenses; Insurance licensed
  • Licensed in 22 states
  • Eighteen years in financial services, over thirty years as a small business owner

Chandy Wilcoxon, Financial Advisor

  • Series 7, 63, 65 securities licenses; Insurance licensed
  • Licensed in 7 states
  • 21 years in financial services and banking

Gene Trueblood, Chartered Financial Analyst

  • Series 7, 63, 65 securities licenses; Insurance licensed
  • 33 years in financial services

Mindy Christian, Operations Manager

  • Series 7, 66 securities licenses; Insurance licensed
  • Eighteen years in financial services

Heidi Hargis, Registered Sales Assistant

  • Series 7, 66 securities licenses; Insurance licensed
  • Fifteen years in financial services

How do I check an advisor’s professional background?

FINRA oversees the people and firms that sell stocks, bonds, mutual funds and other securities. 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.

-->