Ross M. Bennett, CFA, MBA
Donald F. Woodley, CFA
Co-Founder and Portfolio Manager since 1995
Education
Graduated from Indiana University, BS in Finance
Family (including any four-legged members!)
I have three children, two granddaughters and a significant other with two dogs.
When I’m not working, I enjoy…
Spending time with friends, at food and wine clubs, Colts games and working out on occasion.
My goal for every WFM client is:
To be so comfortable with this investment portfolio that they sleep like a baby, even in the turbulent times.
If I weren’t a financial advisor or working for WFM, I’d probably be…
A psychiatrist.
George S. Farra, CFA
Co-Founder and Principal since 1995
Education
Graduated from Indiana University, BS in Finance
Family (including any four-legged members!)
Married to Bev. We have three adult children, twin daughters Emily and Elizabeth and son Will. Our dog Raj is a Yorkie.
When I’m not working, I enjoy…
Spending time with family, traveling, fitness and golf.
My goal for every WFM client is:
To leave the daily responsibilities of portfolio management to us and enjoy the fruits of the labor!
If I weren’t a financial advisor or working for WFM, I’d probably be…
Teaching kids about finances and major decisions made in early adulthood.
Michael P. Manion
Principal, Portfolio Manager and Research Analyst since 1999
Education
Graduated from Denison University, BA in Economics and Religion
Family (including any four-legged members!)
My wife, Sarah, and I have been married since 1997. We have three children: Katie, Alex and Ted. We also have a 100-pound Shiloh Shepherd named Pippa and a turtle named Mr. Happy Apple.
When I’m not working, I enjoy…
Spending time with my family, coaching my kids’ sports teams, camping with my sons’ Boy Scout troop, running (have run eight marathons — so far!) and cycling.
My goal for every WFM client is:
That they sleep well at night and are comfortable with the portfolio they own in up and down markets. It is important for us to provide a competitive risk adjusted return over the long run.
If I weren’t a financial advisor or working for WFM, I’d probably be…
An executive director of a local not-for-profit focusing in the education of underprivileged and at-risk children, or focus on children with specific chronic medical conditions.
Kyle W. Harlemert, CFA
Principal
Education
Graduated from Butler University, BS in Finance
Family (including any four-legged members!)
My wife’s name is Nichole. We have a son named Jacob and a tortoise named Yoda.
When I’m not working, I enjoy…
Golfing, vacationing with family and playing baseball with my son.
My goal for every WFM client is:
Having them meet their financial goals.
If I weren’t a financial advisor or working for WFM, I’d probably be…
A ranger with the National Park Service.
John Shelbourne, CFA
Portfolio Manager and Research Analyst
Education
Graduated from Purdue University, BS in Investment Management/Management Information Systems
Family
My wife, Paige, and I have 2 children, Porter and Eleanor.
When I’m not working, I enjoy…
Chasing around my two children, running, spinning, and Pilates.
My goal for every WFM client is:
Make sure that they are well informed about all of the financial decisions.
If I weren’t a financial advisor or working for WFM, I’d probably be…
Working with Feeding America or one of the food banks their network supports such as the Greater Chicago Food Depository or Gleaners Food Bank.
Ross M. Bennett, CFA, MBA
Principal
Education
Indiana University, MBA and BS in Business
Family (including any four-legged members!)
Three cats, two children, and a partridge in a pear tree.
When I’m not working, I enjoy…
Reading science fiction and fantasy novels, lifting weights, and occasionally riding my motorcycle at a local track.
My goal for every WFM client is:
Peace of mind.
If I weren’t a financial advisor or working for WFM, I’d probably be…
An automotive or aerospace engineer.
Jared Ruxer, CFA, MS
Portfolio Manager and Research Analyst
Education
University of Louisville, BS in Finance and Accounting
Indiana University, MS in Business Analytics
Family
I have a younger sister named Addie.
When I’m not working, I enjoy…
Hiking, cycling, lifting weights, and binge-watching Netflix shows.
My goal for every WFM client is:
To see their portfolio achieve competitive risk adjusted returns and feel comfortable navigating ever changing financial markets.
If I weren’t a financial advisor or working for WFM, I’d probably be…
A MLB agent.
Kimberly A. Bright, CRCP
Principal, Chief Operating Officer and Chief Compliance Officer
Education
Graduated from DePauw University
Family (including any four-legged members!)
I am married with two children.
When I’m not working, I enjoy…
Spending time with my family, running and traveling.
My goal for every WFM client is:
To know that we are working to help them maintain a sense of security as their financial situations change.
If I weren’t a financial advisor or working for WFM, I’d probably be…
Living my dream job in the Caribbean, operating my own dive shop.
Emily M. Pyle
Portfolio Accountant/ Client Services
Education
Attended Indiana University
Family (including any four-legged members!)
My husband Rich has 2 sweet boys, Aidan and Owen, I am lucky to have as bonus kids. Together we have a cat named Digit.
When I’m not working, I enjoy…
Watching the kids’ sporting events and traveling with family and friends.
My goal for every WFM client is:
To feel at ease and know we are here for them.
If I weren’t a financial advisor or working for WFM, I’d probably be…
A children’s rights advocate for children who are victims of abuse or neglect.
Alison E. Lomellin
Office Manager
Education
Graduated from Indiana University
Family (including any four-legged members!)
My husband Dave and I have 3 children – Vincent, Owen and Claire. We also have a miniature dachshund named Leia.
When I’m not working, I enjoy…
Hanging out with our family and friends, reading and excercising.
My goal for every WFM client is:
To feel comfortable knowing we are here to take care of all of their needs.
If I weren’t a financial advisor or working for WFM, I’d probably be…
A health coach.
Jennifer Kereny
Client Services Associate
Family (including any four-legged members!)
I have three children – Isabelle, Elizabeth, and William and two very spoiled cats – Nigel and Sampson
When I’m not working, I enjoy…
Game nights with my family, walking local nature trails, and attending live theater or music shows.
My goal for every WFM client is:
I hope for our clients to feel secure knowing their financial growth and stability is our number one concern.
If I weren’t a financial advisor or working for WFM, I’d probably be…
An archeologist or archeological anthropologist.
#17 on the CNBC Financial Advisor 100 List
The CNBC Financial Advisor 100 Awards are prestigious awards that honor the top 100 financial advisors in the United States. Winners are chosen based on a variety of factors, including their client satisfaction ratings, assets under management, and revenue growth. Receiving a CNBC Financial Advisor 100 Award is a major accomplishment and is a testament to an advisor’s expertise and success. Woodley Farra Manion is honored to be ranked #17 on the 2021 CNBC Financial Advisor 100 List. We are exceptionally proud to be considered among the top 20 financial advisors in the country for the second year in a row.
Learn more about the CNBC Financial Advisor 100
