Elser Financial Planning, Inc.

Zachary Giles is a CFP® certificant at Elser Financial Planning, Inc. in Indianapolis, with five years of industry experience. His background includes roles at Charles Schwab and The Alliance, as well as positions in educational institutions and the National Naval Aviation Museum. Elser Financial Planning provides fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes comprehensive planning services and employs a documented Investment Policy Statement with portfolios grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs.

Jonathan Herndon is a CFP® professional with eight years of experience in financial planning and investment management. He has been with Elser Financial Planning, Inc. since 2015. Elser Financial Planning provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses, generally serving clients with portfolios of $1 million or more. The firm operates on a fee-only basis, employing long-term strategies based on Modern Portfolio Theory and using low-cost mutual funds and ETFs with broad diversification.

Samuel Mc Daniel is a financial advisor at Elser Financial Planning, Inc. in Indianapolis, IN, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Valeo Financial Advisors, Northwestern Mutual, and Runestad Financial Services. Elser Financial Planning provides personalized financial planning and investment management services primarily to individuals, trusts, estates, charitable organizations, and small businesses, typically serving clients with portfolios of about $1 million or greater. The firm employs a fee-only model, focusing on long-term strategies grounded in Modern Portfolio Theory using low-cost mutual funds and ETFs, and operates with limited discretion while maintaining client control over accounts.

Derek Hamilton is a CFP® professional with 12 years of experience in financial planning, currently serving at Elser Financial Planning, Inc. since 2014. He operates within a 12-advisor team based in Indianapolis, IN. Elser Financial Planning provides fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses, offering services such as retirement, tax-aware, cash flow, and estate planning. The firm employs a documented Investment Policy Statement and long-term portfolios grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, individual bonds, and unified managed accounts, with a primarily non-discretionary operating model.

Kathleen Steinman is a Series 65-credentialed advisor with Elser Financial Planning, Inc. in Indianapolis, IN. She has been with the firm since 2025 and has less than one year of industry experience prior to joining. Elser Financial Planning provides fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a documented investment policy, long-term portfolios based on Modern Portfolio Theory, and a primarily non-discretionary operating model using low-cost funds and disciplined fee-only practices.

Eric Shetter is a CFP® professional with seven years of experience in financial advising. He has been with Elser Financial Planning, Inc. since 2017. Prior to his advisory career, he worked for the MSD of Lawrence Township for 16 years. Elser Financial Planning, Inc. provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses, typically serving clients with portfolios of about $1 million or greater. The firm uses a fee-only model and employs long-term strategies based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs with a focus on diversification and tax-efficient rebalancing.

Linda Murphy is a financial advisor at Elser Financial Planning, Inc. in Indianapolis, IN, holding a Series 65 designation with five years of industry experience. She has been with Elser Financial Planning since 2006. Elser Financial Planning offers personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses, typically serving clients with portfolios of about $1 million or more. The firm uses a fee-only model and employs long-term strategies based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs with broad diversification.

Kathleen Tranovich is a CFP® professional with 10 years of industry experience. She has worked at Elser Financial Planning, Inc. since 2021 and previously spent a decade at Adam Smith Advisors. Between 2019 and 2021, she was a homemaker. Elser Financial Planning provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses, typically serving clients with portfolios of about $1 million or greater. The firm employs long-term strategies based on Modern Portfolio Theory and uses low-cost, no-load mutual funds and ETFs, operating on a fee-only basis without selling insurance products or accepting commissions.

Allison Gruesbeck is a CFP® and ChFC® with 11 years of experience in the financial services industry. She is currently with Elser Financial Planning, Inc. in Indianapolis, where she has worked since 2025. Her previous experience includes roles at Ameriprise, Northwestern Mutual, and Charles Schwab. Elser Financial Planning provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses, typically serving clients with portfolios of $1 million or more. The firm operates on a fee-only basis, using long-term, diversified investment strategies grounded in Modern Portfolio Theory and emphasizes client control through limited discretion and custodial safeguards.

Davis Warner is a financial advisor at Elser Financial Planning, Inc. in Indianapolis, IN. He holds a Series 65 credential and has one year of industry experience. Prior to joining Elser Financial Planning, he held various roles including positions at Eagle Point Golf Course and Indiana Property Management Group. Elser Financial Planning provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm follows a fee-only model, employs long-term strategies based on Modern Portfolio Theory, and emphasizes client control with limited discretion in account management.

Grant Hofer is a financial advisor at Elser Financial Planning, Inc. in Indianapolis, Indiana, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Valeo Financial Advisors LLC, Pensionmark Financial Group, ClearPoint Federal Bank & Trust, and Global Atlantic Financial Group. Elser Financial Planning provides fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm follows a documented Investment Policy Statement and uses low-cost mutual funds, ETFs, individual bonds, and unified managed accounts, emphasizing a primarily non-discretionary operating model and strict fee-only practices.

Susan Elser is a CFP® professional with 20 years of experience in the financial advisory industry. She has been with Elser Financial Planning, Inc. since 2007. The firm provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses, typically serving clients with portfolios of $1 million or more. Elser Financial Planning operates on a fee-only basis, employing long-term strategies based on Modern Portfolio Theory and using low-cost, no-load mutual funds and ETFs.

James Wenglikowski III is a CFP® professional with two years of industry experience, currently serving at Elser Financial Planning, Inc. in Indianapolis, Indiana. He has been with Elser Financial Planning since 2021. Elser Financial Planning provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses, typically working with clients who have portfolios of about $1 million or greater. The firm operates on a fee-only basis, structures advice around written Investment Policy Statements, and employs long-term strategies grounded in Modern Portfolio Theory using low-cost mutual funds and ETFs.