Wealth Management From Elements Financial
Trust a team with more than 100 years of experience.

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Investment decisions can be complex.

We understand how important it is to have a team that’s on your side to make those decisions easier.

From the moment we sit down with you, we work to gain a thorough understanding of your financial position and your goals for the future, so we can design a personalized plan to get you there. Whether you’re saving for retirement or college, looking to expand the ways you protect your family and your home or planning for a major purchase, our local, experienced team has the tools and knowledge to grow your portfolio and help you pursue your goals.

Meet our team of advisors.

Wealth Management Advisors

Invest in a team of financial planners that invests in you. At Elements, our mission is to cultivate lifelong relationships with our members, built on the confidence that your financial wellness is our top priority.

Stephen Brennan, CFP®

LPL Financial Advisor Vice President, Elements Wealth Management
“Smart, balanced, personal strategies are the foundation of a strong financial future.”
Credentials
  • Broker Check LogoRegistered Representative of LPL Financial
  • Member FINRA/SIPC
  • 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
  • Five Star Wealth Manager. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016 Five Star Wealth Managers.
Get in touch with Stephen:(317) 524-5008|sbrennan@elements.org

Randy A. Vernon, CFP® CRPC®

LPL Financial Advisor
Vice President, Elements Wealth Management

Credentials
  • Broker Check LogoCertified Financial Planner™
  • Chartered Retirement Planning Counselor
Get in touch with Randy:(765) 447-0000|randy.vernon@pinnaclewealthpartners.com

Joan Chapman

Sales Assistant

Broker Check LogoJoan is responsible for your first impression as a member of the Pinnacle Wealth Partners family of clients, usually the cheerful voice you’ll hear when you call in or the smiling face you’ll see when you enter our offices in Lafayette. She’s been with the firm since 1995 assisting our wealth managers in all aspects of administrative and client service.

Married for over 40 years, Joan and her husband Ron are the parents of two children and live in Lafayette, Indiana.
Get in touch with Joan:(765) 447-0000|joan.chapman@pinnaclewealthpartners.com

Terry Cox, CRPC®

LPL Financial Advisor Vice President, Elements Wealth Management
“It all starts with a properly constructed financial plan.”
Credentials
  • Broker Check LogoRegistered Representative of LPL Financial
  • Member FINRA/SIPC
  • Chartered Retirement Planning Counselor, College for Financial Planning
  • FINRA Series 7, 24, 63 and 65 registrations through LPL Financial
  • Indiana Life & Health Insurance licensed with long-term care endorsement
  • LPL Master’s Qualifier, 2012 - Present
  • Five Star Wealth Manager. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2009-2016 Five Star Wealth Managers.
  • LPL National Individual Advisory Production Top 25 List 2012–Present
Get in touch with Terry:(317) 524-5022|tcox@elements.org

Noah Dennis, MBA

Associate, LPL Financial Advisor Elements Wealth Management
“I believe it all starts with you. Tailored financial planning and sound investment choices are a strong foundation for your future.”
Credentials
  • Broker Check LogoRegistered Representative of LPL Financial
  • Member FINRA/SIPC
  • FINRA Series 7 and 66 registrations through LPL Financial
  • Indiana Life & Health Insurance licensed with long-term care endorsement

Bruce A. Evans

LPL Financial Advisor Vice President, Elements Wealth Management
“Every situation is different. There is no ‘one size fits all.’”
Credentials
  • Broker Check LogoRegistered Representative of LPL Financial
  • Member FINRA/SIPC
  • FINRA Series 7, 24, 63 and 65 registrations through LPL Financial
  • Indiana Life & Health Insurance licensed with long-term care endorsement
  • LPL Master’s Qualifier, 2011-Present
  • Five Star Wealth Manager, 2010-Present. 2010-2016 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience.
Get in touch with Bruce:(317) 524-5032|bevans@elements.org

Matt Lerch, CWS

Associate, LPL Financial Advisor
“Every clients that walks in the door is different. Taking away the complexity and confusion and making my clients feel confident is what I enjoy the most and what makes this career so rewarding.”
Credentials
  • Broker Check LogoRegistered Representative of LPL Financial
  • 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 — The Top 10 Under 40 Awards celebrate and promote the contributions of young professionals in Tippecanoe County. Nominations are taken from local business owners, philanthropic organizations, and fellow young professionals. Applicants are judged on their accomplishments in their workplace and community, demonstration of leadership and a pursuit of professional growth by a selection committee comprised of area leaders and past winners.
  • Certified Wealth Strategist
Get in touch with Matt:(765) 447-0000|mlerch@elements.org

Raymond Mark, CFP®

LPL Financial Advisor Vice President, Elements Wealth Management
“I believe integrated planning best serves my clients by simplifying their financial lives.”
Credentials
  • Broker Check LogoRegistered Representative of LPL Financial
  • Member FINRA/SIPC
  • Certified Financial Planner™
  • FINRA Series 7 and 66 registrations through LPL Financial
  • Indiana Life & Health Insurance licensed with long-term care endorsement
  • LPL Master’s Qualifier, 2011-Present
  • LPL National Individual Advisory Production Top 25 list, 2011-Present
  • Bank Investment Consultant Magazine “Top 25 Financial Advisors,” Honorable Mention 2012. Bank Investment Consultants ranked advisors by assigning a score between 1 and 11 on the following 6 variables: (1) 2012 assets under management; (2) trailing-12 month production; (3) percentage change in AUM from the previous year; (4) percentage change in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. More credence has been given to the year-over-year changes in assets under management and production.
Get in touch with Raymond:(317) 524-5092|rmark@elements.org

Zach Schroer, CRPS®, AIF®

LPL Financial Advisor Vice President, Elements Wealth Management
“Strong attention to debt usage and creating free cash flow is imperative to successful retirement outcomes.”
Credentials
  • Broker Check LogoChartered Retirement Plan Specialist and Accredited Investment Fiduciary
  • LPL Retirement Plan Consulting Program to provide consultation on ERISA plans
  • FINRA Arbitrator, 9 years
Get in touch with Zach:(317) 957-7448|zschroer@elements.org

Elements Wealth Management approaches corporate client relationships the same way we work with individual members — with objective advice, the know-how to obtain the best possible pricing for services, and the fiduciary framework to execute on those needs. If you have ever wondered if your corporate retirement plan is working for your employees, then a conversation with Zach Schroer is well worth your time.

Jim Wolf, CFP®

LPL Financial Advisor Vice President, Elements Wealth Management
“My philosophy is centered on listening to your needs, first and foremost.”
Credentials
  • Broker Check LogoRegistered Representative of LPL Financial
  • Member FINRA/SIPC
  • Certified Financial Planner™
  • Series 7, 63 and 66 registrations through LPL Financial
  • Indiana Life & Health Insurance licensed with long-term care endorsement
  • LPL Master’s Qualifier, 2009-Present
  • LPL National Individual Advisory Production Top 25 list, 2010-Present
  • Five Star Wealth Manager. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2009-2016 Five Star Wealth Managers.
Get in touch with Jim:(317) 524-5142|jwolf@elements.org

Kelly Fennelly, CFP®

Vice President
LPL Financial Advisor
“I enjoy building long-term relationships with my clients.”
Credentials
  • Broker Check LogoRegistered Representative of LPL Financial
  • Certified Financial Planner™
  • Series 7, 6, 63 and 66 registrations through LPL Financial
  • Indiana Life & Health Insurance licensed with long-term care endorsement

Tina Baker

LPL Registered Sales Assistant Branch Operations Manager
“The financial industry is challenging and ever changing. I support our advisors and assist clients with a range of investment products.”
Credentials
  • Broker Check LogoSeries 7, 24, 63 and 65 registrations through LPL Financial
Get in touch with Tina:(317) 524-5178|tbaker@elements.org

Elizabeth Flack

LPL Registered Sales Assistant
“I come to work everyday thinking about how to do a better job, offer better service and better value.”
Credentials
  • Broker Check LogoSeries 7 and 63 registrations through LPL Financial
Get in touch with Elizabeth:(317) 524-5041

Ann Graef

LPL Registered Sales Assistant
“I enjoy helping clients feel secure their financial needs are being taken care of.”
Credentials
  • Broker Check LogoSeries 7, 63 and 65 registrations through LPL Financial
Get in touch with Ann:(317) 524-5035|agraef@elements.org

Matthew R. Snively

Senior Vice President of Wealth Management & Strategic Projects
Matt joined the Investments Industry in 1992 and has been an Elements Financial Senior Vice President since 2006.
Credentials
  • Broker Check LogoRegistered Representative of LPL Financial
  • Member FINRA/SIPC
  • Series 7, 8 and 63 registrations through LPL Financial
  • Indiana Life & Health Insurance licensed with long-term care endorsement
  • LPL Master’s Qualifier, 2010-Present
  • Bank Investment Consultant Magazine “Top 20 Financial Managers,” 2012, 2014, 2015. Bank Investment Consultants ranked advisors by assigning a score between 1 and 11 on the following 6 variables: (1) 2012 assets under management; (2) trailing-12 month production; (3) percentage change in AUM from the previous year; (4) percentage change in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. More credence has been given to the year-over-year changes in assets under management and production.
  • 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.
Get in touch with Matt:(317) 524-5127|msnively@elements.org

Plan for the Future

We specialize in designing personalized, flexible plans to help you pursue your financial goals. We know that every situation is different, so we adapt how we plan and manage your portfolio based on your specific needs. We design an investment strategy that works for where you are today and for where you want to be tomorrow.

Preparing for retirement is at the heart of your financial plan, and there are many products available to help you do so. Our experienced team is here to navigate the differences among investment plans for you, and help you choose the one that is best for you.

We build lifelong relationships.

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You have financial goals.

Maybe you’re saving for a home or a dream vacation. Maybe you’re thinking about how to build wealth for the next generation. Goals change over time, so we design your plan to be flexible.

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We get to know you.

We work to understand your needs, your financial position and the unique factors that will determine the best strategy for you.

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We develop your personalized plan.

Each situation is different, so your advisor will design a plan that is unique to you. We will work with you to make adjustments over time so that your plan always reflects where you are and where you want to be.

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We get you there.

Through careful planning and attention, we help you work toward your milestones, grow your portfolio and set new goals.

Manage Your Investments

Our team is always on your side, and we are dedicated to developing strategies that grow your portfolio. How aggressive or conservative that strategy is depends on what you want to achieve.

To give you access to the best products and services available, we partner with LPL Financial, the largest independent broker/dealer in the U.S. LPL supports more than 14,000 financial advisors and manages nearly $500 billion in brokerage assets across the country.

Investment Products

  • Fixed and Variable Annuities
  • Money Market Funds
  • Mutual Funds
  • Stocks
  • Bonds
  • Managed Money

Investment Services

  • Risk Management
  • Investment Planning and Analysis
  • Financial Planning
  • 401(k) Rollover
  • Exercising Stock Options

Learn about Guided Wealth Portfolios

Saving for College

Whether you’re just starting a career or a family, it’s never too early to begin setting aside for tomorrow. Our team is here to help you map out a plan that lets you live your life today, while preparing for a comfortable future ahead.

Guided Wealth Portfolios

Our new managed platform, Guided Wealth Portfolios (GWP), provides personalized and objective investment advice through an online platform with 24-7 access to your accounts.

While other digital investing solutions, or robo advisors, offer online investment management, most don’t include a personal relationship with a dedicated financial advisor. Through this platform you can continue to work with a financial advisor dedicated to you and your financial goals while investing in a portfolio of low-cost exchange-traded funds (ETFs).

Advice

Get advice from an investment fidcuciary; only a phone call away.

Technology

See your GWP accounts in one place, open new accounts, view your portfolio and make updates via your personal portal.

Management

Receive allocations designed for you and your savings goals. Benefit from trading techniques that may increase diversification while seeking to reduce taxes.

Who is this strategy right for?

Guided Wealth Portfolios are available to those looking for an efficient way to manage their investments. GWP is available to investors age 62 and younger with more than 7 years to retirement, and with at least $5,000 to invest. This strategy may be suitable for younger investors who find value in the easily accessed online system.

If you have any questions about what investment strategy might be right for you, please give us a call.

Get Started with GWP Today

Get Connected.

Contact us to set up a consultation.

Contact Us Now

Learn More

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Elements Wealth Management  /  225 South East Street, Suite 156; Indianapolis, IN 46202  /  (888) 425-0374 Toll-Free

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Not NCUA Insured No Credit Union Guarantee May Lose Value

Elements Financial Federal Credit Union and Elements Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.

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

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 involves 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.

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