Broker Check

Our Team

Jeffrey "Jeff" Semler*

President and Owner


Jeffrey "Jeff" Semler has been serving financial clients and agents throughout the Indianapolis area since 1998 as President and Owner of Semler Financial Group, Inc. Jeff provides individual and group income and retirement strategies...

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Jeffrey "Jeff" Blaisdell*

Sales Development Coordinator


Jeff joined Semler Financial Group in 2015. He is a Registered Representative as well as an Investment Advisor Representative. Jeff has over 25 years of investment experience. Prior to joining SFG Jeff served as a financial advisor for...

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Craig Demaree*

Registered Representative


Craig Demaree has previously served as an Associate General Agent, Vice President and has focused on retirement needs since 2002. Most recently his focus has been to help employers enhance their current retirement program from simply...

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Andrew "Andy" Gilbert*

Registered Representative


Andrew "Andy" Gilbert has served as a Registered Representative with Semler Financial Group since 2008. Andy provides strategic financial preparation for individuals, families and businesses. He works in concert with his clients to...

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James "Jim" Johnson*

Registered Representative


Jim has worked in the financial services field for more than 30 years. He is President of WealthPlan Strategies, LLC, as well as a registered representative with Semler Financial Group. He is focused on advising clients regarding...

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Brian Moldt*

Registered Representative


Brian Moldt has served as Associate General Agent with Semler Financial Group since 1995 as well as serving as President and Financial Advisor for Moldt Financial, LLC since 2006. He provides income and retirement planning for...

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J. Jeffrey Weller*

Associate General Agent


Jeff Weller has 19 years of financial service industry experience, designed to help create retirement strategies that help clients meet their long-term financial objectives. Before joining Semler Financial Group, Jeff worked at...

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Tom Whisler*, CLU, ChFC

Investment Advisor Representative


Tom joined Semler Financial Group in 2017. He has 35 years experience in the financial services industry with a focus on Long Term Care/Extended Care market place. He is a graduate of Indiana University and resides in Carmel with his...

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Jeannie Beck

New Business and Compliance Coordinator


Jeanie’s background includes over a decade as a television news writer and producer, teacher and travel writer.
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Amy Austin

Administrative Assistant/Marketing


Amy Austin serves as administrative assistant, focusing on in office marketing and client correspondence. Prior to joining Semler Financial Group, Amy served as the Komen Foundation Volunteer coordinator for Naples, Florida. She...

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Jane R. Weller

Director of Office Operations


Jane Weller has been with Semler Financial Group since 2006. She serves as Director of Office Operations. Her previous experience includes health insurance sales and years of corporate management. Jane is a graduate of Wright State...

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Rachel Renner

Administrative Assistant


Rachel Renner joined Semler Financial group in 2016. Rachel has worked as an admistartive assistane with in the school system. She lives in Lawrence with her husband and has three children.

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David Dye*

Investment Advisor

(260) 897-2600

David Dye began his career in the financial services industry in 1987. He is a Qualifying member of the prestigious Million Dollar Round Table. David resides in Avilla, Indiana with his wife, Rhonda.

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Michael Pratt

Financial Services Professional


Michael is in Indiana to service the Life and Health Insurance needs of our clients, focusing on Long Term Care, Asset Management and preparing for retirement. Michael provides a consultative and strategic financial approach to...

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Michele Boeck

Executive Recruiter



As Executive Recruiter for Semler Financial Group, Michele actively seeks to meet and connect with professionals who are passionate about helping individuals and businesses solve their most important financial challenges.

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