John founded Hurlow Wealth Management Group, Inc. in 2002 after spending 7 years in the industry. He believed that starting an independent wealth management practice would allow him to form a team that could more fully address his clients’ financial needs and provide fully objective advice without the top-down pressures from a large brokerage firm. John’s entrepreneurship has paid off, and he now leads a highly-skilled team committed to providing specialized service to the firm’s individual, family, and business clients.
John is committed to being active in the Bloomington and Southern Indiana communities through volunteering his time to many local organizations. He is a board member and chair of the Heritage Society at the Bloomington Hospital Foundation, past president of the Monroe County Community Foundation, past president of the Hoosier Hills Estate Planning Council, and past board member of Wonderlab.
Mike has over 10 years of experience developing strategies that help clients build, manage, preserve, and transition their wealth. He focuses on working with clients who have complex financial lives with several moving parts. Through the Coordinated Financial Overview™ (CFO) process, Mike helps clients simplify, organize, and coordinate all aspects of their financial affairs and strives to help them make more informed financial decisions that move them closer to their ultimate personal and financial goals.
Mike volunteers his time with several organizations including St. Luke Catholic Church and Junior Achievement. He is also a member of several professional organizations, including the Estate Planning Council of Indianapolis, the Financial Planning Association, and the Investment Management Consultants Association®.
Gordon was a Distinguished Graduate of the Indiana University Army ROTC program in 1996, and he served for the next four years as a Captain in the U.S. Army. Following his military service, Gordon transitioned to the business sector. His 16 years of experience in customer engagement, P&L management, and financial analytics make him uniquely qualified to help clients better understand and achieve their financial goals. Gordon started his financial planning career with Hurlow Wealth Management Group in 2017. He has achieved his Series 65 registration, and his Certified Financial Planner™ professional designation is pending the experience requirement.
Zerina graduated from Western Kentucky University with a Bachelor of Science in finance. While in college, she was part of the Economics Club and served as vice president of the university’s Financial Planning Association. Zerina joined the Hurlow Wealth Management Group in January 2017. She previously interned with financial planning firms in Louisville, Kentucky and Asheville, North Carolina, where she acquired valuable experience in back office financial planning operations and client service.
Laura is responsible for providing our clients with professional, courteous, and timely administrative service. Through this support, she frees our financial advisors to focus their efforts on delivering high quality financial and investment advice. Laura is dedicated to going above and beyond to ensure that our clients’ service needs are taken care of in a precise manner. Personable and compassionate, Laura strives to offer the highest level of client care. She handles scheduling, technical support, statement inquiries, and any other administrative questions for clients.
Dona joined Hurlow Wealth Management Group team in October 2017. She has over 30 years of banking experience ranging from back office operations, audit and most recently providing client support in a Trust Department. Dona takes great care in catering to the needs and enjoys providing client service that goes above and beyond. Dona is a lifelong resident of Monroe County and currently resides in Ellettsville with her husband Mike. Dona enjoys camping and spending time with her family.
Sue has over 30 years of client service experience and has worked with Hurlow Wealth Management Group since it was founded in 2002. She works directly with clients, using her depth of experience to handle client’s requests, open and transfer accounts, move funds, resolve problems and offer client administrative assistance. She earned a Business Administration degree from Indiana Business College.