JT serves on the team as a financial planning associate. His role includes assisting with the financial plan writing process and working alongside advisors to ensure clients receive exemplary service. His studies in strategic investment management and his passion for client success drew him towards a career in financial planning. JT is currently studying to sit for the CERTIFIED FINANCIAL PLANNER™ exam.
- Ball State University, (B.S. Finance, 2021)
- Financial Planning Associate, Elser Financial Planning, Inc. (2021-present)