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 firstname.lastname@example.org Doug Rotman takes a comprehensive approach getting to know his clients so he can deliver advice tailored to their specific needs. Read more Barbara Braswell Chief Task Finisher 317-567-9008 email@example.com Barbara keeps things running with a smile and a dose of southern hospitality! Read more Have a Question? Name Email Address Question Thank you! Oops!