Elyse Fenneman Loeser is committed to helping her clients realize their long-term financial goals. Elyse provides a comprehensive approach to portfolio management, retirement planning, including IRAs, estate planning, and 529 education savings plans.

Elyse works with her clients every step of the way, offering sound advice and customized financial solutions designed specifically for each client’s needs and goals. Elyse holds the Accredited Asset Management Specialist™ (AAMS™) designation.

Prior to beginning her career as a Financial Advisor, Elyse worked in Human Resources. During her time in Human Resources she earned both the Professional in Human Resources^® (PHR^®) and SHRM CERTIFIED PROFESSIONAL (SHRM-CP) designations. Elyse earned a Bachelor of Arts (B.A.) from DePauw University, where she focused her studies in Communication and Psychology.

Outside of work, Elyse enjoys biking, time outdoors, and spending time with her husband and three sons.