Elisha D. Porterfield, CFP®

Elisha D. Porterfield, CFP®

Financial Advisor

Office: (219) 661-4423
Fax: (219) 663-5065

Elisha Porterfield, CFP®, Financial Advisor, specializes in retirement planning, investment & insurance planning, and especially likes helping millenials get a jump on saving for retirement.  She began her investment industry career in 2003 and holds Series 7, 24, 63, and 66 licenses, as well as life, health, and variable insurance licenses (including long-term care). 

Elisha is a graduate of Butler University, where she earned a B.S. in Finance.  In her spare time, she chairs the Finance Committee at Valparaiso First United Methodist Church and serves as President of the Valparaiso Lions Club.

The team is supported by Registered Client Associates, Veda Williams-Ross and Sarah Tallent, and Client Service Associate Sara Jankowski, all of whom are experienced in the various aspects of client relations and administrative services.