Associate JT Wenglikowski, CFP®
JT brings creativity and dedication to the forefront of our wealth advisory services. With a background in finance and a commitment to excellence, he plays a pivotal role in helping our advisors guide our clients towards their financial goals.
JT has been instrumental in assisting with EFP’s financial planning process and working alongside advisors to deliver comprehensive wealth and asset management solutions to select high net worth individuals and families with . JT’s primary focus is demonstrating leadership and empowering clients to make informed financial decisions.
JT’s journey with Elser Financial began after graduating with honors from Ball State University, where he earned his degree in finance. JT resides in the historic north side of Indianapolis.
more about JT
- Certified Financial Planner Board of Standards, Inc., CERTIFIED FINANCIAL PLANNER™ certificant
- FINRA Series 65 Investment Advisor Representative
- Ball State University, (B.S. Finance, Magna Cum Laude)
- Associate, Elser Financial Planning, Inc.
- Intern, Steinhofer & Associates
- Member, National Association of Personal Financial Advisors (NAPFA)
- Member, Financial Planning Association
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