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Elements Wealth Management

Invest in What Matters

How We Work

At Elements Wealth Management, we care deeply about what we do, but just as important, we care about how we do it. Our LPL Financial Advisors start by looking at each client’s overall finances including savings for education, taxes, estate planning, and retirement contributions. Then they work to craft a personalized plan that makes sense for each individual and leads clients towards their goals.

Who We Help

Whether you’re getting started or you’re a seasoned investor, Elements Wealth Management has the tools to assist you on your journey. We don’t have account minimums, so we are here to support all levels of investors. Our purpose is to build lifelong relationships, which impact our client’s financial success.

How We Charge

The LPL Financial Advisors at Elements Wealth Management typically operate with one simple fee — based on the assets we manage on your behalf. They’re able to deliver financial planning and objective advice under this fee.

Our Advisors Offer the Following

Services + Products

Managing Investments

Understanding your short- and long-term goals, we will tailor a plan most beneficial to you.

Investment Products
  • Stocks & Mutual Funds
  • Fixed Income
  • Annuities
  • Certificates of Deposit

Retirement Planning

Retirement. It's the ultimate goal. Our experience lets us design an investment strategy that's suitable for you.

Retirement Products
  • 401k Transition Assistance
  • 401k Planning
  • Traditional IRAs
  • Roth IRAs

Save for College

Your kids' or grandkids' college education is a significant investment, and we can develop a plan for their future.

College Savings Products
  • 529 College Savings
  • Coverdell Education Savings Account

Aim to Protect Your Assets

Our advisors are specialists in guiding you toward the insurance and estate-planning products that best fit your situation.

Asset Preservation Products
  • Life & Long-Term Care Insurance
  • Trust & Estate Planning*

* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

OUR ADVISORS

We love what we do! So much, in fact, that we have a collective 125+ years of experience. We love spending the necessary time to get to know you and your goals. Then we create a personalized plan that can be adjusted over time to continually pursue your financial goals.

Indianapolis Office
Stephen  Brennan

In the Industry Since 2006 | Joined Staff in 2009

Stephen Brennan CFP®
Vice President, LPL Financial Advisor
Training, Certifications & Accolades
  • Registered Representative of LPL Financial
  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Asset Management Specialist, College for Financial Planning
  • FINRA Series 7 and 66 registrations through LPL Financial
  • Indiana Life & Health Insurance licensed with long-term care endorsement

Contact Stephen
1-317-524-5008
sbrennan@elements.org

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

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Noah  Dennis

In the Industry Since 2017 | Joined Staff in 2017

Noah Dennis MBA, CFP®
Vice President, LPL Financial Advisor
Training, Certifications & Accolades
  • MBA from Indiana University Kelley School of Business
  • Series 7 and 66 registrations through LPL Financial
  • Indiana Life and Health Insurance licensed with long-term care endorsement

Contact Noah
1-317-524-5058
ndennis@elements.org

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

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Raymond  Mark

In the Industry Since 2008 | Joined Staff in 2009

Raymond Mark CFP®
Vice President, LPL Financial Advisor
Training, Certifications & Accolades
  • CERTIFIED FINANCIAL PLANNER™ 
  • Knowledge of Eli Lilly’s Employee Benefits*
  • Risk Management
  • Financial Planning and Analysis
  • Retirement Planning
  • Indiana Life & Health Insurance licensed with long-term care endorsement

*Eli Lilly and Elements Wealth Management are not affiliated with LPL Financial.

Contact Raymond
1-317-524-5092
rmark@elements.org

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

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Zach  Schroer

In the Industry Since 2000 | Joined Staff in 2016

Zach Schroer AIF®, CRPS®, CFP®
Vice President, LPL Financial Advisor
Training, Certifications & Accolades
  • Extensive experience in the investment industry
  • CRPS® conferred by College for Financial Planning
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Plan Specialist and Accredited Investment Fiduciary
  • Onsite presence at Lilly Corporate Center
  • Experience in Corporate Retirement Plans and Executive Compensation Packages
  • Knowledge of Eli Lilly Employee Benefits*
  • Financial Planning and Analysis – customized to each individual

*Eli Lilly and Elements Wealth Management are not affiliated with LPL Financial.

Contact Zach
1-317-957-7448
zschroer@elements.org

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

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Liz  Wertz

In the Industry Since 2021 | Joined Staff in 2021

Liz Wertz CFP®
Vice President, LPL Financial Advisor
Training, Certifications & Accolades
  • CERTIFIED FINANCIAL PLANNER™
  • Knowledge of Eli Lilly Employee Benefits*
  • Onsite presence at Lilly Technology Center
  • Comprehensive Financial Planning
  • Investment Management
  • FINRA Series 7 and 66 registrations through LPL Financial
  • Indiana Life & Health Insurance licensed with a long-term care endorsement

*Eli Lilly and Elements Wealth Management are not affiliated with LPL Financial.

Contact Liz
1-317-957-7620
lwertz@elements.org

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

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Jim  Wolf

In the Industry Since 1999 | Joined Staff in 2008

Jim Wolf CFP®
Vice President, LPL Financial Advisor
Training, Certifications & Accolades
  • CERTIFIED FINANCIAL PLANNER™ 
  • Knowledge of Eli Lilly’s Employee Benefits*
  • Financial Planning
  • Investment Management
  • Indiana Life & Health Insurance licensed with long-term care endorsement

*Eli Lilly and Elements Wealth Management are not affiliated with LPL Financial.

Contact Jim
1-317-524-5142
jwolf@elements.org

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

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Katherine Mills
Katherine Mills
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Katherine  Mills

In the Industry Since 2022 | Joined Staff in 2022

Katherine Mills
LPL Sales Assistant
Training, Certifications & Accolades
  • Supports LPL Financial Advisors Raymond Mark and Zach Schroer

Contact Katherine
1-317-524-5035
kmills@elements.org

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

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Amanda Richmond
Amanda Richmond
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Amanda  Richmond

In the Industry Since 2003 | Joined Staff in 2023

Amanda Richmond
AVP, Wealth Operations Manager and LPL Registered Sales Assistant
Training, Certifications & Accolades
  • SIE, Series 7, and Series 63 registered through LPL Financial
  • Supports LPL Financial Advisors Noah Dennis, Stephen Brennan, and Liz Wertz

Contact Amanda
1-317-957-7469
arichmond@elements.org

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

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Matthew Snively
Matthew Snively
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Matthew  Snively

In the Industry Since 1992 | Joined Staff in 2006

Matthew Snively
Senior Vice President of Wealth Management
Training, Certifications & Accolades
  • Registered Representative of LPL Financial
  • Series 7, 8 and 63 registrations through LPL Financial
  • Indiana Life & Health Insurance
  • LPL Master’s Qualifier, 2013-2019
  • Bank Investment Consultant Magazine “Top 20 Program Managers,” 2012, and "Top 25 Program Managers," 2015, 2017*
  • Current board/committee affiliations: Product Research Organization for Credit Unions, Hamilton County Sheriff’s Reserve, Inc., LPL Credit Union Executive Advisory Council. Previous board/committee affiliations: National Association of Credit Union Service Organizations, National Association of Federal Credit Unions (membership committee), Hamilton County Leadership Academy and Central Indiana Police Foundation.

*To compile list of Top 20 and Top 25 Program Managers, bank Investment Consultants (BIC) ranked program managers based on several criteria, including the number of advisors they oversee, team assets under management, percentage growth in team production, and production per advisor. BIC uses variables that account for size, as well as metrics that capture growth and efficiency to well-rounded professionals, as opposed to those who excel in one area but fall short in others.

Contact Matthew
1-317-524-5127
msnively@elements.org

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

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Lafayette Office
Matt  Lerch

In the Industry Since 2012 | Joined Staff in 2018

Matt Lerch CWS® CFP®
Vice President, LPL Financial Advisor
Training, Certifications & Accolades
  • Registered Representative of LPL Financial
  • CERTIFIED FINANCIAL PLANNER™ 
  • Certified Wealth Strategist®
  • Series 6, 7, 63, and 65 registrations through LPL Financial
  • Indiana Life & Health Insurance licensing with Long Term Care endorsement
  • 2018 Tippy Connect Top 10 Under 40 Nominee*

*2018 Tippy Connect Top 10 Under 40 nominations are based on the individual's workplace and community accomplishments, leadership and professional growth. Selection committee is comprised of area leaders and past winners.

Contact Matt
1-765-447-0000
mlerch@elements.org

Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905

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Hailie Robinson
Hailie Robinson
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Hailie  Robinson

In the Industry Since 2022 | Joined Staff in 2022

Hailie Robinson
LPL Sales Assistant
Supports LPL Financial Advisors:
  • Matt Lerch

Contact Hailie
1-765-447-0000
hrobinson@elements.org

Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905

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Lilly Experience

Our team of advisors are well-equipped to assist Eli Lilly and Company employees and retirees with all aspects of their financial planning.* We have supported thousands of employees who are planning for their retirement. Our team is skilled at understanding employee benefits like those offered by Eli Lilly and specializes in helping employees with:

  • Planning for their retirement
  • Evaluating early retirement offers
  • Pensions
  • 401k investment allocation
  • Equity awards
  • Concentrated stock options

* Eli Lilly, Elements Wealth Management and LPL Financial are all separate entities.

TOP ARTICLES

As we reach the halfway point of 2024, a sense of persistence defines the economic and market landscape. Trends from late 2023 have continued, with surprisingly resilient economic growth mixed with stubborn but decelerating inflation. Equity markets have thrived and regained all the lost ground from 2022. On the other hand, the bond market still grapples with policy uncertainty and remains range bound for the most part.
Elements invites you to partner with an LPL Financial Advisor who can assess your current situation, consider your life roadmap, and help you bridge the gap between where you are now and your desires for the future.
Wealth and estate planning are vital for all individuals but are particularly essential for high-net-worth (HNW) individuals in the sandwich generation.
If you're a high earner, you may be interested in partnering with someone with similar education, income, and goals. Becoming a financial "power couple" can help you both achieve your goals sooner.
In the dynamic landscape of today's investment world, Gen Z is making waves by leaning heavily into both traditional and contemporary assets. According to a recent study by Saxo, an online investment platform, a substantial 60% of Gen Z investors have parked their funds in stocks, capturing the interest of 54% of this demographic. This inclination towards diverse investment portfolios highlights the unique financial behavior of Gen Z, signaling a blend of conventional wisdom and a penchant for technological adventurism.

Weekly Market Commentary

Gain insight into this week’s market news from our partners at LPL Financial. Stay up-to-date on the latest trends and stock market predictions.

Read More

Our Locations

Full Service Offices

Indianapolis Office
225 South East Street, Ste 156
Indianapolis, IN 46202
1-317-277-7690

Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905
1-765-447-0000

Eli Lilly Locations (Access restricted by badge)

Indianapolis—Lilly Technology Center
1400 West Raymond Street
Drop 4901
Indianapolis, IN 46285
1-317-524-5033

Indianapolis—Lilly Corporate Center
Building 21/C DC 2015
Indianapolis, IN 46285
1-317-957-7448

Let's get together.

Request a consultation
Wealth Management

Elements Wealth Management
225 South East Street; Suite 156
Indianapolis, IN 46202

1-888-425-0374

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