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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@navkarrakhi.com

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@navkarrakhi.com

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@navkarrakhi.com

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®
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@navkarrakhi.com

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@navkarrakhi.com

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@navkarrakhi.com

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@navkarrakhi.com

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@navkarrakhi.com

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@navkarrakhi.com

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@navkarrakhi.com

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@navkarrakhi.com

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

Nowadays, when it comes to filing your taxes, there are numerous options. You can file with a tax professional like a CPA, or a tax preparation agency, for example, H&R Block or Jackson Hewitt; in some towns, there are volunteer tax preparers at convenient locations like the local library, or you can do it yourself online (e-file). If you decide to e-file, there are several options available.
A personal credit crisis is something many people fear, as it can lead to financial ruin and burden an individual with immense debt. Fortunately, steps can be taken to avoid such a crisis, even for high earners who may seem financially secure. When managed poorly, credit can invite various potential issues, including problems with enforceable legal judgments, fraud, overspending, and negative impacts on your credit score. Here are ten ways high earners can strategically manage their finances.
When filing your income taxes, each taxpayer is different. Some prefer reducing the taxes they owe and getting the most significant possible refund, while others work to keep the taxes they pay as low as legally required. The IRS provides a few ways taxpayers can reduce the taxes they owe if they qualify for certain exemptions, deductions, and credits. Let’s take a closer look at what these are and how they could impact your tax return.
As the new year gets under way, probably the last thing on your mind is filing your taxes in spring. But if you start assembling the necessary documents and information now, you’ll experience less stress and be in a far better position come April.
Tax filing season can be a stressful time for many individuals. Dealing with the IRS and ensuring compliance with tax regulations can seem daunting. However, with proper preparation and a proactive approach, you can navigate the tax filing season with confidence.
Many IRA and retirement plan limits are indexed for inflation each year. Several of these key numbers have increased once again for 2024.

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.

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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.

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Wealth Management

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

1-888-425-0374

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