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Your Financial Coaches

When visitors walk into our offices, they are often surprised at the open structure. Financial advisors sit at their desks in a common area along with the rest of the staff. As we’ve grown, we’ve taken our style from our roots: Don and George sharing one office, working side by side. We find we do better work for our clients when we aren’t sequestered in offices, but rather functioning together as a team. And while we embrace transparency and a collegial, team approach, we value our clients’ personal information and treat it with the utmost confidentiality.


Photo of Don Woodley

Donald F. Woodley, CFA

(317) 269-0226
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Photo of George Farra

George S. Farra, CFA

(317) 269-0225
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Photo of Kyle Harlemert

Kyle W. Harlemert, CFA

(317) 269-4554
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Photo of John Shelbourne

John C. Shelbourne, CFA

(317) 269-4556
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Photo of Ross Bennett

Ross M. Bennett, MBA, CFA

(317) 269-4551
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Photo of Jared Ruxer

Jared J. Ruxer, CFA

(317) 269-4552
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Photo of Kimberly Bright

Kimberly A. Bright

(317) 269-4550
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Photo of Alison Lomelin

Alison E. Lomellin

(317) 269-0224
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Photo of Jennifer Kereny

Jennifer T. Kereny

(317) 269-0224
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#1 on the CNBC Financial Advisor 100 List

The prestigious CNBC Financial Advisor 100 Awards honor the top 100 financial advisors in the United States. Winners are chosen based on a variety of factors, including client satisfaction ratings, assets under management, and revenue growth. Receiving a CNBC Financial Advisor 100 Award is a major accomplishment—a testament to an advisor’s expertise and success. Woodley Farra Manion is honored to be ranked #1 on the 2022 CNBC Financial Advisor 100 List.

CNBC FA100 2022 logo

Our Philosophy

The safekeeping and betterment of our clients assets is more important to us than our own return on investment. We can’t say it enough: We’re in this for the long run. We’ve weathered many market ups and downs over the years and coached our clients through them. It’s about trust and faith in our expertise, patience and perseverance, and settling in for the journey.

Black and white photos of runners in a line for cups of water during a race.

Every journey begins with the first step. We’re ready to join yours.