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Lisa W

CFP®, Series 66

Ogden, UT

Edward Jones

Lisa Wandrey is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. She also manages Wandrey LLC, a residential rental business she has operated since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large national network of financial advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Business succession planning Military & Veterans Executive Government Employee Women Professionals
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Jennifer L

Series 66

Ogden, UT

Edward Jones

Jennifer Lakman is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Research Financial Strategies for five years and CenturyLink for twenty years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Divorce financial planning Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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