Financial Advisor

Associate PLANNER JT Wenglikowski

As an associate financial planner, JT plays a key role in EFP’s financial planning process and implementing various financial strategies. In addition to this, he helps support planners serving select high net worth families with wealth and asset management. JT began working at EFP after graduating with honors from Ball State University with his Bachelor’s in Finance. JT currently resides in Carmel, IN.

more about JT
  • Boston University, CERTIFIED FINANCIAL PLANNER™ Certificate Program, 2021 – Present
  • Ball State University, (B.S. Finance, Magna Cum Laude, 2021)
  • Financial Planning Associate, Elser Financial Planning, Inc. (2021-present)
  • Intern, Steinhofer & Associates (2019-2020)
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