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Our Wealth Team

Douglas B. Ehlen, CFP®, CPA/PFS

Principle 
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Gregory E. Heldman, CFP®, CPA/PFS
Principle
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Wealth Management

 
Travis Ehlen, CFP®
Advisor 
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Tiffany Garl 
Wealth Management Coordinator 
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Michelle Berns 
Wealth Management Coordinator 
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What is a PFS?

The PFS credential was established for CPAs who specialize in personal financial planning and is awarded exclusively to AICPA members who have experience and expertise in that area.

A CPA must meet certain requirements before becoming a CPA/PFS and meet re-credentialing requirements every three years to maintain the certification.

What is a CFP® Professional?

The CERTIFIED FINANCIAL PLANNER™ certification is awarded exclusively to those that have met the CFP Board’s requirements and abides by the terms and conditions specified by the CFP Board.

Every two years, a CFP® Professional must meet complete the continuing education requirements determined by the Certified Financial Planner Board to maintain certification.

Learn more on the CFP Let’s Make A Plan website.

 

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC
Investment Advisory services offered through 1st Global Advisors, Inc.
Insurance Services offered through 1st Global Insurance Services, Inc.
Method 10(R) is property of 1st Global Capital Corp. 2018.  All Rights Reserved.
 We currently have individuals licensed to offer securities in the states of
California, Colorado, Florida, Indiana, Kentucky, Massachusetts, Minnesota,
Nevada, New York, North Carolina, Ohio, Texas, Virginia and Wisconsin.
This is not an offer to sell securities in any other state or jurisdiction.



 
 
 
130 EAST EPLER AVENUE, SUITE A | INDIANAPOLIS, IN 46227 | PHONE: (317) 786-8001 | FAX: (317) 786-8030


Ehlen Heldman is the marketing name for Ehlen Heldman & Company, P.C. and EHC Wealth Advisors LLC

 


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