Broker Check

Your True Wealth Stewards team

Our experienced team believes in delivering high-quality service tailored to our client's individual needs


Doug Rotman, CFP®, CKA®

Founder, CEO, and Financial Planner

(317) 567-9008

Doug Rotman takes a comprehensive approach getting to know his clients so he can deliver advice tailored to their specific needs. 

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Barbara Braswell

Chief Task Finisher


Barbara keeps things running with a smile and a dose of southern hospitality!
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