Elser Financial Planning
At EFP, we focus on building lasting relationships and changing lives with the power of financial planning. Our values-centric approach to wealth management involves: prioritizing tax efficient and sustainable withdrawals throughout retirement; minimizing investment expenses; communicating clearly and concisely; and providing world class service for our clients. After carefully examining a client’s financial situation, we develop customized financial strategies to help them tax-efficiently achieve their objectives.
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Verified contacts
9
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- SM
Sam McDaniel
Wealth Advisor · Finance & Accounting
EmailPhone - SE
Susan Elser
President · General Business & Management
EmailPhone - AG
Allison Gruesbeck
Financial Advisor · Finance & Accounting
EmailPhone - DW
Davis Warner
Associate Financial Planner · Finance & Accounting
EmailPhone - JH
Jonathan Herndon
Certified Financial Planner (R) · Finance & Accounting
EmailPhone - KT
Kathleen Tranovich
Fee-only Financial Planner · Finance & Accounting
EmailPhone - MZ
MacKenzie Zander
Investment Operations Specialist · Finance & Accounting
EmailPhone - RH
Rachel Heminger
Operations Administrator · Operations
EmailPhone
Showing 8 of 9 verified contacts
Top roles at Elser Financial Planning
8 distinct titles indexed · top 8 shown.
- 2wealth advisor
- 1associate financial planner
- 1certified financial planner (r)
- 1fee-only financial planner
- 1financial advisor
- 1investment operations specialist
- 1operations administrator
- 1president
Sign up to unlock all 9 contacts at Elser Financial Planning
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