OUR TEAM CERTIFIED FINANCIAL PLANNER™ PROFESSIONALS Susan Elser, CFP®President, Planner Envelope Phone Calendar-check Derek Hamilton, CFP®, JDPlanner Envelope Phone Calendar-check Jonathan Herndon, CFP®Planner Envelope Phone Calendar-check Eric Shetter, CFP®Planner Envelope Phone Calendar-check Kathleen Tranovich, CFP®, CPWA®Planner Envelope Phone Calendar-check Contact A Planner Today Schedule A Meeting Envelope Phone Calendar-check ASSOCIATE PLANNERS Zachary GilesAssociate PLANNER Envelope Phone Calendar-check Landon MundellAssociate PLANNER Envelope Phone Calendar-check JT Wenglikowskiassociate PLANNER Envelope Phone Calendar-check Investment Operations Linda Murphy, FPQP™Investments Manager, CCO Envelope Phone Calendar-check Keisha Starks, MBAOffice Manager Envelope Phone Calendar-check Mackenzie Zander, FPQP™Investment Operations Specialist 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