Broker Check

Client Service Team

Client Service Team

Janna Hinton
Operations Manager
19 years of service

(317) 805-6737

(317) 844-9614

[email protected]

Janna leads our client service, administrative and operations team. She also assists clients when appropriate with insurance underwriting and monitoring annual gifts to irrevocable life insurance trusts. Janna assists clients with...

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Vicki Bahrns-Haddock
19 years of service

(317) 848-3005

(800) 678-1078

[email protected]

Vicki is the Executive Administrative Assistant to Randy Clark and Chap Mitzell. She handles scheduling as well. Vicki rejoined Windsor Wealth Management in 1999. She previously worked on the administrative side from 1995 to 1997....

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Karen Demler
25 years of service

(317) 848-3005

(317) 844-9614

[email protected]

Karen is a member of our client service team. She handles account openings, transfers and account requests. Karen Demler was one of the five (5) original employees of Windsor Wealth Management from its inception in October 1986...

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Kim Burris
17 years of service

(317) 848-3005

(317) 844-9614

[email protected]

Kim prepares investment reports, scheduling and assists clients with day-to-day requests on their accounts. Kim Burris joined Windsor Wealth Management in 2001. Before coming to Windsor, Kim worked in Human Resources for Harrison Steel...

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Niki F. Woodworth
Client Service Manager
1 year of Service

(317) 805-6747

(317) 844-9614

[email protected]

As a client service member, Niki assists with day-to-day client requests. She handles account openings, transfers and money movement. Niki joined Windsor in 2017. Prior to joining Windsor Wealth Management, Niki worked for a staffing...

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Karole Gwinn
Client Service Manager

(317) 805-6747

(317) 848-3005

[email protected]

As a client service member, Karole assists with day-to-day client requests and meeting preparation. Before joining Windsor in 2018, Karole managed a multi-doctor, multi-location specialty dental practice. Prior to that, she worked at a...

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Terri Vandiver
14 years of service

(317) 848-3005

(317) 844-9614

[email protected]

Terri Vandiver has been with Windsor Wealth Management since 2004. She assists with general administrative duties, including assembling our quarterly reports. Terri previously worked extensively in the legal field. Terri and her...

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Angela Richardson
1 year of service

(317) 848-3005

(317) 844-9614

[email protected]

Angela has been with Windsor Wealth Management since 2018. She is usually the voice you hear when you call our office. She greets clients as well as assists with general administrative duties. Prior to joining Windsor, Angela worked in...

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