About Us

susan elser

Susan C. Elser, CFP®

As President of Elser Financial Planning, Inc. Susan works directly with clients. She listens to their concerns and desires, helps them determine their priorities, and then implements strategies to reach their goals. In addition she oversees the day to day operations of investment management and client service. more>
linda

Linda D. Murphy, RPsm, Paraplanner

Linda’s primary role is the analysis, development and execution of clients’ financial plans, day-to-day compliance, and the opening and maintenance of client investment accounts. She is always available to answer client's calls and provide assistance. more>
joanne

Joanne Streeter

As an administrative assistant, Joanne’s primary role is to manage the firm’s administrative and IT activities. She assists clients with scheduling meetings and as a Notary Public. more>


Susan C. Elser, CFP®

susan elser

Education

  • College of Financial Planning (Certified Financial Planner®, 2000)
  • Indiana University (B.A. Economics, 1985)

Experience

  • Independent Fee-only Financial Planner (2004 – present)
  • Senior Client Service Manager and Financial Plan Writer with Oxford Group (2000 – 2004)
  • Supervising Broker at a national brokerage firm (1996 – 2000)

Appointments/Memberships

  • National Association of Personal Financial Advisors (Member since 2004, Past Chairperson Midwest Region)
  • Indianapolis Symphony Orchestra (Planned Giving Advisory Board)
  • Central Indiana Community Foundation (Professional Advisor Leadership Council)
  • Indianapolis Museum of Art (Planned Giving Advisory Group).

Honors

  • Four Year 5-Star Wealth Manager (2008-2011 Indianapolis Monthly)

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Linda D. Murphy, RPsm, Paraplanner

linda

Education

  • College of Financial Planning (Registered Paraplanner®, 2006)
  • Indiana University School of Medicine (B.S. Occupational Therapy, 1984)

Employment History

  • Registered Paraplanner, Elser Financial Planning, Inc. (2006 - present)
  • Supervisor, Hand Therapy Dept. Indiana Hand Rehabilitation Center, P.C. (1992 – 1996)
  • Supervisor, Occupational Therapy Dept. Eisenhower Medical Center (1989 – 1992)
  • Hand Therapist, Indiana Hand Rehabilitation Center, P.C. (1984 - 1989)

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Joanne Streeter

joanne

Experience

  • Administrative Assistant, Elser Financial Planning, Inc. (2007 – present)
  • Marketing Administrative Assistant, Merisel (1991 – 1992)
  • Administrative Assistant for F-16 program office and Reconnaissance Warfare Dept. at Wright-Patterson AFB (1985-1990)

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