Elser Financial Planning
  • Home
  • About
    • Who We Are
    • Who We Serve
    • Our Team
    • Achievements & Recognition
    • Careers
  • Services
    • Our Services
    • Our Process
    • Our Pricing
    • FAQ
  • EFP Insights
  • Contact
    • Contact Us
    • Let’s Schedule A Meeting

OUR TEAM

WEALTH ADVISORS

Financial Advisor

Kathleen Tranovich, CFP®, CPWA®

managing partner, Wealth Advisor

Envelope Phone Calendar-check
Financial Advisor

Zachary Giles, CFP®, RMA®

Wealth Advisor

Envelope Phone Calendar-check
Financial Advisor

Allison Gruesbeck, MBA, CFP®, ChFC®, CDFA®, APMA®, ABFP™

Wealth Advisor

Envelope Phone Calendar-check
Financial Advisor

Jonathan Herndon, CFP®

managing partner, Wealth Advisor

Envelope Phone Calendar-check
Financial Advisor

Derek Hamilton, CFP®, JD

Wealth Advisor

Envelope Phone Calendar-check
Financial Advisor

Eric Shetter, CFP®

Wealth Advisor

Envelope Phone Calendar-check
Financial Advisor

Susan Elser, CFP®

President

Envelope Phone Calendar-check
Financial Advisor

JT Wenglikowski, CFP®

Wealth ADvisor

Envelope Phone Calendar-check
Financial Advisor

Sam McDaniel

associate

Envelope Phone Calendar-check

CLIENT SERVICE

Financial Advisor

Linda Murphy, FPQP™

managing partner, chief compliance officer

Envelope Phone Calendar-check
Financial Advisor

Mackenzie Zander, FPQP™

Client Service Specialist

Envelope Phone Calendar-check
Financial Advisor

Rachel Heminger, FPQP™

Operations Administrator

Envelope Phone Calendar-check

Find out why our #1 source of new clients is personal referrals.

Let’s Schedule a time to visit. No strings attached. 

Schedule A Meeting

Contact

Phone
317-731-5615

Address
8900 Keystone Crossing, Suite 450
Indianapolis, Indiana 46240

Hours

8:00AM–4:30PM EST
Monday–Friday


  • © 2022 Elser Financial Planning
  • ADV / Form crs / disclaimer
  • SMS Terms and Conditions
  • Contact
  • Careers
Hestia | Developed by ThemeIsle