The Company

Elser Financial Planning, Inc. was founded in 2007.

EFP provides personalized, confidential financial planning and investment management to individuals, trusts, estates and small businesses. Advice is provided through consultation with our clients and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning and estate planning.

EFP does not act as a custodian of client assets, and clients always receive statements and trade confirmations from an independent custodian. We place trades for clients under a limited power of attorney. EFP is strictly a fee-only financial planning and investment management firm. We do not sell annuities or insurance or invest in any mutual funds or limited partnerships that pay a commission to the firm. We are not affiliated with entities that sell such financial products or securities.

As fiduciaries, we serve our clients’ best interests through our advice, planning, and investment management.

Company Picture

Derek Hamilton, CFP®, JD

derek2

Derek brings extensive experience helping professionals, business owners, corporate executives and other high net worth individuals and families navigate the challenges and opportunities presented by wealth. His objective is to help clients attain their lifestyle, legacy and family goals pre- and post-retirement through comprehensive planning, while simplifying complex issues and providing clear advice.

Education

  • University of Georgia (Certificate in Financial Planning, 2013)
  • Stanford Law School (JD, 2003)
  • Ball State University (BA, 1998)

Experience

  • Certified Financial Planner with Elser Financial Planning, Inc (2014 – present)
  • Vice President and Senior Wealth Planner with PNC Wealth Management (2012-2014)
  • Attorney with Bingham Greenebaum Doll LLP in Indianapolis (2007-2012)
  • Attorney with Baker & Daniels, LLP in Indianapolis, IN (2005-2007)
  • Attorney with McDermott Will & Emery LLP in Chicago (2003-2005)

Appointments/Memberships

  • National Association of Personal Financial Advisors (Member since 2015)
  • Stanford Club of Indiana (President 2015)
  • Boys & Girls Clubs of Indianapolis Board of Directors
  • WFYI Planned Giving Task Force
  • Indianapolis Bar Association Tax Section Executive Committee
  • Central Indiana Community Foundation Cornerstone Council
  • Central Indiana Association of Collaborative Professionals

derek@elserfp.com
317-986-4498

Susan C. Elser, CFP®

susan

Susan has been a certified financial planner since 2001. She listens to clients’ goals, concerns and desires, helps them determine their priorities, and then implements strategies to reach their goals. In addition she oversees the day to day operations of investment management and client service.

Education

  • College of Financial Planning (Certified Financial Planner®, 2000)
  • Indiana University (B.A. Economics, 1985)

Experience

  • Independent Fee-only Financial Planner (2004 – present)
  • Senior Client Service Manager and Financial Plan Writer with Oxford Financial Group (2000 – 2004)
  • Supervising Broker at a national brokerage firm (1996 – 2000)

Appointments/Memberships

  • Indianapolis Children’s Museum (Board Member 2016)
  • National Association of Personal Financial Advisors (Member since 2004, Past Chairperson Midwest Region)
  • Central Indiana Community Foundation (Professional Advisor Cornerstone Council)
  • Estate Planning Council of Indianapolis (President 2015)
  • Indianapolis Children’s Museum Planned Giving Council

Honors

  • Multi-Year 5-Star Wealth Manager (2008-2015 Indianapolis Monthly)

susan@elserfp.com
317-731-5675

Linda D. Murphy, RP®, Registered Paraplanner

linda

Linda’s primary role is the analysis, development and execution of clients’ financial plans, day-to-day compliance, and the opening and maintenance of client investment accounts. She is always available to answer client’s calls and provide assistance.

Education

  • College For Financial Planning (Registered Paraplanner®, 2006)
  • Indiana University School of Medicine (B.S. Occupational Therapy, 1984)

Employment History

  • Registered Paraplanner, Elser Financial Planning, Inc. (2006 – present)
  • Supervisor, Hand Therapy Dept. Indiana Hand Rehabilitation Center, P.C. (1992 – 1996)
  • Supervisor, Occupational Therapy Dept. Eisenhower Medical Center (1989 – 1992)
  • Hand Therapist, Indiana Hand Rehabilitation Center, P.C. (1984 – 1989)

linda@elserfp.com
317-731-5673

Jonathan Herndon

jon

Jon builds a relationship with each of his clients to understand their personal concerns and goals, and to determine the best approach to help them achieve their goals. He provides financial planning at a rate of $125/hour in any of the following areas: budgeting, retirement saving, employee benefit selection, education funding, charitable giving, tax planning, life insurance needs and investment portfolio review.

Education

Olivet Nazarene University (B.S. Economics and Finance, CFP® Concentration, Magna Cum Laude, 2015)

Employment History

  • Financial Planner, Elser Financial Planning, Inc. (2015 – present)
  • Associated Student Council VP for Finance, Olivet Nazarene University (2014 – 2015)
  • Financial Planning and Analysis, Stanley Black & Decker, Inc. (2014)

jon@elserfp.com

Eric Shetter

eric

Eric’s primary role is financial plan writing. He works to create a rapport with each client to better serve their individual financial goals and aid them in meeting their challenges. Eric is excited about his transition to the financial planning industry after 21 years of service in education as an economics teacher in our public schools.

Education

  • Masters Equivalent in Economics, Government & U.S. History
  • University of Southern Indiana, Teacher Certificate in Economics, Government & U.S. History (1994)
  • Purdue University, BA (1990)

Employment History

  • Assistant Plan Writer, Elser Financial Planning, Inc. (2017-present)
  • MSD of Lawrence Twp: Economics Teacher (2001-2016)
  • Vigo County School Corp: Social Studies Teacher (1997-2001)

eric@elserfp.com

Deborah Bushfield, RP®, Registered Paraplanner

jon

Deb’s primary role as Administrative Assistant is client communication and office administration. Deb has previously worked as a teacher, freelance editor and writing coach with a wide variety of clients, and her focus and drive has always been to help others achieve their goals.

Education

  • College For Financial Planning (Registered Paraplanner®, 2016)
  • Indiana University (MFA – Master of Fine Arts, 1989)
  • University of Evansville (BA, English Composition, Summa cum Laude, 1986)

Employment History

  • Administrative Assistant, Elser Financial Planning, Inc. (2016 – present)
  • Owner and primary writing coach/editor of WritejustRight (2008 – present)
  • Administrative Assistant to senior pastor at St. Luke’s UMC (2012-2013)
  • Adjunct faculty at IUPU Columbus (2002-2007)

deb@elserfp.com

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