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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
  • NEW! Guided Wealth Portfolios

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.

NEW! GUIDED WEALTH PORTFOLIOS

Guided Wealth Portfolios* is Elements Wealth Management’s new self-guided online platform for investing in low-cost exchange-traded funds (ETFs) that provides personalized and access to objective investment advice (like a robo advisor) PLUS access to a dedicated Elements Wealth Management LPL Financial Advisor.

 

Get Started with Guided Wealth Portfolios Today

* Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involved risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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
Ann Graef
Ann Graef
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Ann  Graef

In the Industry Since 2010 | Joined Staff in 2013

Ann Graef
LPL Registered Sales Assistant
Training, Certifications & Accolades
  • Series 7, 63 and 65 registrations through LPL Financial
  • Indiana Life & Health Insurance licensed
  • Supports LPL Financial Advisors Bruce Evans, Jack Evans, Kelly Fennelly, and Raymond Mark

Contact Ann
1-317-524-5035
agraef@elements.org

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

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Bruce  Evans

In the Industry Since 1992 | Joined Staff in 2006

Bruce Evans
Vice President, LPL Financial Advisor
Training, Certifications & Accolades
  • Providing one-on-one guidance
  • Planning for future generations
  • Retirement Planning
  • Evaluating objectives, such as leaving a legacy or responsible investing
  • Indiana Life & Health Insurance licensed with long-term care endorsement

Contact Bruce
1-317-524-5032
bevans@elements.org

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

Visit Bruce's Website
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Jack  Evans

In the Industry Since 2019 | Joined Staff in 2019

Jack Evans
LPL Associate Financial Advisor
Training, Certifications & Accolades
  • Providing one-on-one guidance
  • Planning for future generations
  • Retirement Planning
  • Building individualized plans by listening to your financial goals and objectives
  • United States Navy Veteran of seven years

Contact Jack
1-317-524-5104
jevans@elements.org

Indianapolis Office
Lilly Technology Center
1400 West Raymond
Indianapolis, IN 46285

Visit Jack's Website
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Jami Wolsiefer
Jami Wolsiefer
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Jami  Wolsiefer

In the Industry Since 2019 | Joined Staff in 2019

Jami Wolsiefer
LPL Registered Sales Assistant
Training, Certifications & Accolades
  • Series 7 and 66 registrations through LPL Financial
  • Indiana Life & Health Insurance licensed
  • Supports LPL Financial Advisors Jim Wolf & Zach Schroer

Contact Jami
1-317-524-5041
jwolsiefer@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

Visit Jim's Website
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Kelly  Fennelly

In the Industry Since 2002 | Joined Staff in 2013

Kelly Fennelly CFP®
Vice President, LPL Financial Advisor
Training, Certifications & Accolades
  • Registered Representative of LPL Financial
  • CERTIFIED FINANCIAL PLANNER™
  • Series 7, 6, 63 and 65 registrations through LPL Financial
  • Indiana Life & Health Insurance licensed with long-term care endorsement

Contact Kelly
1-317-524-5033
kfennelly@elements.org

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

Visit Kelly's Website
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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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Noah  Dennis

In the Industry Since 2017 | Joined Staff in 2017

Noah Dennis MBA
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
  • LPL Financial Advisor for Guided Wealth Portfolios

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

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

Visit Noah's Website
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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

Visit Raymond's Website
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Stephen  Brennan

In the Industry Since 2010 | Joined Staff in 2010

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

Visit Stephen's Website
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Tina Baker
Tina Baker
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Tina  Baker

In the Industry Since 1985 | Joined Staff in 2011

Tina Baker
LPL Registered Sales Assistant and Branch Operations Manager
Training, Certifications & Accolades
  • Series 7, 24, 63 and 65 registrations through LPL Financial
  • Supports LPL Financial Advisors Noah Dennis and Stephen Brennan

Contact Tina
1-317-524-5178
tbaker@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 CRPS®, AIF®
Vice President, LPL Financial Advisor
Training, Certifications & Accolades
  • Extensive experience in the investment industry
  • 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

Visit Zach's Website
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Lafayette Office
Joan Chapman
Joan Chapman
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Joan  Chapman

In the Industry Since 1995 | Joined Staff in 2018

Joan Chapman
Sales Assistant

Supports LPL Financial Advisors:

  • Matt Lerch
  • Randy Vernon

Contact Joan
1-765-447-0000
jchapman@elements.org

Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905

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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

Visit Matt's Website
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Randy  Vernon

In the Industry Since 1989 | Joined Staff in 2018

Randy Vernon CFP® CRPC
Vice President, LPL Financial Advisor
Training, Certifications & Accolades
  • Registered Representative of LPL Financial
  • Chartered Retirement Planning Counselor
  • CERTIFIED FINANCIAL PLANNER™
  • FINRA Series 7, 24, 63 and 65 registrations through LPL Financial
  • Indiana Life & Health Insurance licensed with long-term care endorsement

Contact Randy
1-765-447-0000
rvernon@elements.org

Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905

Visit Randy's Website
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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

Elements Wealth Management is responsibly monitoring the Coronavirus situation in Indiana and nationally and making adjustments to our business operations, as necessary.
There’s nothing like a second opinion. It can save you from a bad decision; it can reassure you that you are doing the right thing. It may lead to new options, new choices you hadn’t considered or noticed before.
It’s only natural to be concerned when the market drops. But expecting volatility and having a sound financial strategy in place may be the best defense when events roil the markets.
Father and son Bruce and Jack Evans are working together to build a sustainable legacy. Bruce has taken his multigenerational approach to financial planning and applied it to his own family tree.
The money invested in an annuity grows, tax deferred. When the money is withdrawn, the amount contributed to the annuity will not be taxed, but earnings will be taxed as regular income. There is no contribution limit for an annuity.

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 free consultation
Wealth Management

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

1-888-425-0374

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