Bookends was built on a family legacy, and now we’re here to help you build yours.

Financial Adviser 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 an 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.

25 years in business

9 team members

3 generations

Giving back

We believe that financial planning is about more than just numbers, it’s about people, families, and the communities we all call home. Giving back is a core part of who we are. Whether it’s supporting local nonprofits, sponsoring youth programs, or donating to causes doing good in the world, we’re proud to reinvest in the places that have supported us.

How we give back

Sarah Boston

Sarah Boston

Financial Planner, Investment Consultant, CEO

Sarah.Boston@bookendsfp.com

Heidi Hargis

Heidi Hargis

Chief Compliance Officer

Heidi.Hargis@bookendsfp.com

Mike Wetzel

Financial Adviser

Mike.Wetzel@bookendsfp.com

Erin Guilfoil

Financial Planner

Erin.Guilfoil@bookendsfp.com

Mindy Christian

Mindy Christian

SVP Operations

Mindy.Christian@bookendsfp.com

Tanner Boston

Tanner Boston

Portfolio Management Associate

Tanner.Boston@bookendsfp.com

Krista Agee

Krista Agee

Relationship Manager

Krista.Agee@bookendsfp.com

Katie White

Katie White

Sr. Relationship Manager

Katie.White@bookendsfp.com

Jack Boston

Jack Boston

Financial Planner

Jack.Boston@bookendsfp.com