Our Team

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...

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...

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...

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...

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...

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...

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...

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...

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...

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.

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.

Miranda McKee became Sales Director for Semler Financial Group in June, 2018. Prior to joining SFG, Miranda was the Director of Sales at Toshiba Business Solutions. Her true passion has always been in the financial advising/insurance...