Juli Erhart-Graves is a CERTIFIED FINANCIAL PLANNER™ practitioner and President of Worley Erhart-Graves Financial Advisors. Juli provides financial planning and investment management services to individuals, couples and families.  Her passion is to help others obtain long term financial success through financial planning.

Juli has been with Worley Erhart-Graves Financial Advisors since 2002. From 2000 to 2002 she worked as a Senior Investment Analyst for Conseco Capital Management. Juli functioned as Investment Administrator for another financial planning firm from 1995 to 2000.

Juli earned a Bachelor of Science in Business degree, concentrating in finance, from Indiana University. She successfully completed the College For Financial Planning's CFP® Certification Professional Education Program and obtained the CERTIFIED FINANCIAL PLANNER™ certification.

Juli is a member of the Financial Planner Association of Greater Indiana. She is a board member of Spay-Neuter Services of Indiana.

Grace M. Worley is a CERTIFIED FINANCIAL PLANNER™ practitioner in Indianapolis. As a Senior Financial Planner in practice for over 27 years. Grace has gained a wealth of experience and possesses considerable expertise.

Grace is a past commissioner on the Disciplinary and Ethics Commission for the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc., in Washington, D.C. In addition to advising her clients, she has been a monthly financial columnist for Indianapolis Woman magazine and served on the Indianapolis Business Journal Editorial Advisory Board.

From 1997 to 2002, Worth magazine named Grace as one of the top 250 financial advisors in the United States. In 1998 she was named as one of 25 Most Influential Women in Indianapolis as part of a joint venture of the Indianapolis Business Journal, Indiana Lawyer and Network of Women in Business. Morningstar Investor, a national mutual fund investment magazine, featured Grace in their planner profile in 1995. In 1993, the Indianapolis Business Journal listed her among the Who's Who in Investments in Indianapolis.

Grace earned her MBA from Indiana University. She is widowed with two daughters.

Bonnie Struck has served as the firm's Investment Services Manager since 2000. She coordinates with each planner on all phases of investment management for client accounts. Previously she was a paraplanner for another financial planning firm from 1995 to 2000. 

In 2006 she completed the CHARTERED MUTUAL FUND COUNSELOR® certification program through the College for Financial Planning and holds the FINRA 63 Securities Licenses.

In 1982 she earned her Bachelor of Science Degree from Indiana University. She has been a member of the Financial Planning Association since 1996 and a former Board Director of the local chapter. Currently she is a volunteer at the Indianapolis Humane Society and Spay Neuter Services of Indiana. She is a former Director for the Hendricks County Habitat for Humanity Board. She has taught investment classes through the IUPUI Continuing Education Program and Indianapolis Public Library.

Pamela Smitson is a CERTIFIED PUBLIC ACCOUNTANT who specializes in small business and individual taxation, tax planning and financial planning services.  A graduate with distinction, from Indiana University, she continues to achieve success in her career in public accounting of over fourteen years.  Pamela is a member of the American Institute of Certified Public Accountants and the Indiana CPA Society.  She is also a member and past president, of the Anderson-Muncie Chapter of the American Society of Women Accountants and is a board member of Women in Business Unlimited, Inc.

Pamela’s community service includes volunteering for Make a Wish of Greater Ohio, Kentucky and Indiana, the American Heart Association Heart Walk and Start! Program, and United Way Day of Caring.  She is also a leader of a Girl Scout Daisy troop and is a past Chair of the Board of Girl Scouts of Wapehani Council, Inc. 

Elizabeth Braden joined our team in August 2007. As a paraplanner, her role is to assist the firm's financial planners. Elizabeth graduated from Purdue University with a Bachelor of Science in Financial Counseling & Planning.

At Purdue, Elizabeth was active in the Purdue Collegiate Financial Planners Club, serving as the Speakers Bureau Chair and the Webmaster.

Prior to joining Worley Erhart-Graves Financial Advisors, Elizabeth interned with a full-service investment firm.

Rana Kory has been with Worley Erhart-Graves Financial Advisors since 2000, serving in various capacities including Office Manager, PC support, Webmaster and most recently Staff Accountant and office support. Rana is married with two daughters and enjoys running races, including several full marathons.

Kyla began her career with Worley Erhart-Graves Financial Advisors in November 2004. She currently serves as an Investment Specialist. Her main role is to assist the firm’s Investment Services Department.

Kyla graduated in December 2004 with a Bachelor of Science in Business from Indiana University. In 2007, she obtained the FINRA Series 66 Securities License and completed the CHARTERED MUTUAL FUND COUNSELOR® certification program through the College for Financial Planning in November 2011.

While attending IUPUI, Kyla interned with a brokerage firm and worked part-time for a philanthropic organization. She was a member of the Orientation Team and a Community Service Scholar. Currently, she is an active volunteer for Spay Neuter Services of Indiana.

Chelsea Davis joined Worley Erhart-Graves Financial Advisors in June 2009 and currently serves as Office Manager. Chelsea graduated in 2007 with an Associate of Science in General Studies with a concentration in Business. In her free time, Chelsea enjoys spending time with her husband and greyhound.