Financial Advisor

associate Sean Truax

With a passion for listening and assisting others, Sean is excited to join the financial services industry and provide support to leading advisors. In his role as an associate, he combines his background in public accounting with communication skills to help guide clients toward their financial goals. As an avid learner, he is motivated by the need to continually research financial topics to help clients make informed decisions.

Sean holds a Bachelor of Arts in Economics from DePauw University, along with a Master of Science in Accounting from the Indiana University Kelley School of Business. He currently lives in Carmel, Indiana, where he enjoys golfing with friends and walking on the Monon Trail. When not in Carmel, he can be found in downtown Indianapolis cheering on all the city’s professional sports teams.

more about Sean
  • Indiana University Kelley School of Business (M.S. in Accounting)
  • DePauw University (B.A. in Economics)
  • Associate, Elser Financial Planning, Inc. (2024-present)
  • Tax Associate, Forvis, LLP (2023-2024)
  • Tax Staff Accountant, Barnes Dennig (2020-2022)
Our Team is What Makes Us Different . . .

Each and every member of our team serves a critical role in who we are as a company. We’ve chosen to partner with like-minded professionals who value excellence, integrity, and equality of service. We hope you’ll contact us to learn more about our team and how we may be able to help you reach your financial goals!

Contact EFP

Financial Advisor