portrait of Lisa A Wandrey
FINANCIAL ADVISOR

Lisa A Wandrey

CFP®, CEPA®
CallSend Me a Message

Focus Areas

  • Military Professionals & Veterans
  • Estate & Legacy Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Insurance & Annuities

Certifications

  • CFP®

    Certified Financial Planner™
  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Art & Theater
  • Cooking
  • Spending Time with Family
  • Volunteering
  • Music

Request a Consultation

All Fields Required
*I certify that I am the person identified in the above and I give Edward Jones permission to contact me by email or phone.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Fax

(844) 789-2886

Branch Team

  • Janet Avery
    Branch Office Administrator

Office Address

2650 Washington Blvd #115
Ogden, UT 84401
opens in a new window

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More