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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.

Request a Consultation


QUESTIONS?
WE ARE HERE TO SUPPORT YOU.

1-888-425-0374Wealth@Elements.org

*The advisors at Elements Wealth Management are affiliated with LPL Financial,
the largest independent broker/dealer in the United States, as reported by
Financial Planning Magazine, June 1996-2019, based on total revenue.

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.

Request a Consultation

Trusted Consultants of Eli Lilly and Company

INDIANAPOLIS OFFICE

View Stephen's Website
Stephen Brennan
Read more

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

Visit Stephen's Website
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View Noah's Website
Noah Dennis
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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

Visit Noah's Website
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View Raymond's Website
Raymond Mark
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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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View Zach's Website
Zach Schroer
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In the Industry Since 2000 | Joined Staff in 2016

Zach Schroer AIF®, CRPS®
Vice President, LPL Financial Advisor

TRAINING, CERTIFICATIONS & ACCOLADES

 * Extensive experience in the investment industry
 * CRPS® conferred by College for Financial Planning
 * 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
Close
View Liz's Website
Liz Wertz
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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

Visit Liz's Website
Close
View Jim's Website
Jim Wolf
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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
Close
Katherine Mills
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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

Close
Amanda Richmond
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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

Close
Matthew Snively
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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

Close

LAFAYETTE OFFICE

View Matt's Website
Matt Lerch
Read more

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
Close
Hailie Robinson
Read more

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

Close

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.

LEARN MORE ABOUT:

 * Upcoming Events and Workshops
 * Market Outlooks from LPL Financial
 * Timely news and lifestyle articles about investing
 * Special promotions or offers

TOP ARTICLES

LPL Research Presents: MidYear Outlook, Still waiting for the turn
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.
Know What You Are Worth Today to Map Out Your Financial Future
It does not matter how much money you have today; you still must know the
details of what you are worth.
Wealth, Family, and Legacy
Wealth and estate planning are vital for all individuals but are particularly
essential for high-net-worth (HNW) individuals in the sandwich generation.
United in Wealth
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.
Navigating Modern Investment Trends, Embracing Growth Investing, and the Power
of Early Retirement Planning
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.
5 Things to Consider When Downsizing for Retirement
After working hard and providing for your family for all of these years, you are
likely counting down the days until retirement and beginning, as The Beach Boys
once said, that “endless summer.” Or maybe you are already retired and looking
to make some financial adjustments because you realize that life doesn’t stop
when you reach retirement.


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


QUESTIONS?
READY TO BECOME A CLIENT?

Contact Us

1-888-425-0374 (toll-free)Wealth@Elements.org

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

Privacy

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a
registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance
products are offered through LPL or its licensed affiliates. Elements Financial
Federal Credit Union and Elements Wealth Management are not registered as a
broker/dealer or investment advisor. Registered representatives of LPL offer
products and services using the name Elements Wealth Management and may also be
employees of Elements Financial Federal Credit Union. These products and
services are being offered through LPL or its affiliates, which are separate
entities from and not affiliates of Elements Financial Federal Credit Union or
Elements Wealth Management. Securities and insurance offered through LPL or its
affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

The LPL Financial Registered Representatives associated with this site may only
discuss and/or transact securities business with residents of the following
states: AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA,
MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA,
VT, WA, WI, WV.

Elements Financial Federal Credit Union (“Financial Institution”) provides
referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an
agreement that allows LPL to pay the Financial Institution for these referrals.
This creates an incentive for the Financial Institution to make these referrals,
resulting in a conflict of interest. The Financial Institution is not a current
client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
or scan the QR code for more detailed information.




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