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

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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 84401opens in a new window

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