John has over 18 years of experience managing the financial affairs of individuals, families, and businesses. John focuses on understanding our clients’ entire financial picture and provides thoughtful advice integrating financial strategies into a well-defined plan. John founded Hurlow Wealth Management Group, Inc. in 2002 after spending 7 years in the industry at Merrill Lynch. John believed that starting an independent wealth management practice would allow him to form a team that could fully address his clients’ financial needs and provide unbiased advice, free from the top-down pressure of a large brokerage firm. John leads a highly skilled team committed to providing specialized service to the firm’s clients.
John holds several professional registrations, including the Series 65 license. He has also obtained the Certified Private Wealth Advisor designation through the University of Chicago, the Certified 401(k) Professional designation through The Retirement Advisor University at UCLA’s Anderson School of Management Executive Education, and the Accredited Investment Fiduciary designation. As Managing Partner and Financial Advisor, John leads the practice in its effort to provide the highest level of services to our clients. He focuses on advising a select group of high net worth individuals and families to help them build, manage, preserve, and transition their wealth. John takes a complete view of our clients’ financial lives and develops strategies to help them achieve their ultimate life goals. John also on consults with employers who offer a retirement plan for their employees to help them design plans that meet their company’s needs and manage their fiduciary liability assumed when offering an ERISA plan.
Away from the office, John enjoys spending time with his wife, Christina, and their six children: Rachel, Grant, Gavin, Garrett, Ethan, and Ella. He 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 to help clients build, manage, preserve, and transition their wealth. Through the Coordinated Financial Overview™ (CFO) process, Mike helps client with complex financial lives simplify and coordinate all aspects of their financial affairs while guiding them to smart decisions to move them closer to their ultimate personal and financial goals.
Mike started his career with Hurlow Wealth Management Group, Inc. in 2008. Since then, he has achieved several professional designations, including: CFP® - Certified Financial Planner™, CIMA® - Certified Investment Management Analyst®, CRPS® - Chartered Retirement Plan Specialist™, and Series 66 registration.
Mike and the Hurlow team provide wealth management services to business owners, corporate executives, professors, physicians, retirees, and individuals and families with complex financial situations. Through the Coordinated Financial Overview™ (CFO) process, the team helps clients with all aspects of their financial affairs, including: investment portfolio management, cash flow and budgeting, retirement savings and income planning, college planning, estate strategies and wealth transfer planning, insurance and risk management, and investment related tax planning. In addition, Mike and the team focus on providing retirement plan consulting services to businesses through the Coordinated Fiduciary Overview™ (CFO) process. Through this process, the team guides the fiduciaries of corporate retirement plans in providing a plan to employees that stays in compliance with fiduciary rules and regulations from the DOL and IRS.
Away from the office, Mike enjoys spending his free time with family and friends. He likes to stay active by playing and coaching basketball, golfing, working outside, and spending time at the lake. Mike volunteers his time with several organizations including St. Luke Catholic Church and Junior Achievement. Mike 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 graduated with Honors from Indiana University in 1996 with a Bachelor of Science in Psychology. He was also a Distinguished Graduate of the Army ROTC program, granting him an Officer’s commission upon graduation. Gordon would spend the next four years overseas, serving as Captain in the U.S. Army.
Following his military service, Gordon transitioned to the business sector, where he assumed various leadership positions, including executive manager of a worldwide retail chain. His sixteen 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. Since then, he has achieved several professional designations, including: CFP® - Certified Financial Planner™; RMA® - Retirement Management Advisor®; CRPS® - Chartered Retirement Plan Specialist™; CPFA - Certified Plan Fiduciary Advisor; and Series 65 registration. Gordon is also a member of the National Association of Personal Financial Advisors, Investments & Wealth Institute, National Association of Plan Advisors, and Financial Planning Association of Greater Indiana.
Away from the office, Gordon maintains an active lifestyle, spending most of his free time in the gym, training for triathlons, or just running for fun. He is a two-time Ironman triathlon finisher, and he and his wife, Karrie, have aspirations to run a marathon on each continent. Gordon has two sons, Mack and Isaac.
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.
Zerina is originally from Bosnia and is fluent in Bosnian, Serbian, and Croatian. Away from work, she enjoys playing with her dog, an adorable shihtzu poodle mix named Bear, and her cat, a sassy tabby named Junebug. Zerina also enjoys traveling and going to concerts.
Zerina is a member of the Hoosier Hills Estate Planning Council, Bloomington Chamber of Commerce, the Financial Planning Association of Greater Indiana, and serves on the marketing committee for Cardinal Stage Company, and the steering committee for the Bloomington Chamber of Commerce hYPe program.
Joseph is a financial advisor at Hurlow Wealth Management Group with offices at the Bloomington, IN location. His areas of special interest include: pension decisions, strategic timing of retirement income, and investment management. Joe’s educational background includes a Master’s of Human Environmental Science in Family Financial Planning and Counseling as well as a Bachelor’s of Music in Music Education.
Away from the office, Joseph enjoys playing with his three children – hiking, tabletop games, catch, blanket forts – and going on breakfast dates with his wife. In the community, Joseph is active in his local faith congregation and a member of the Financial Planning Association of Greater Indiana.
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.