Meet Our Advisory Team
Our Indianapolis-based financial advisors offer personalized financial planning, investment management, and strategic tax planning services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth.
Our team has deep experience serving a diverse range of clients, including business owners & entrepreneurs and are proud to work closely with retirees and pre-retirees throughout the Indianapolis metro area.
If you’re searching for a financial advisor in Indianapolis, IN, our team is ready to support you and your financial goals.
Connect with Us
Basia Elmore
Manager, Operations
Basia is the Manager of Service and Operations for the Beacon Pointe Indianapolis office. She brings over 15 years of experience in the financial services industry, with expertise spanning client service, billing, training, onboarding, operations, research, and technology. In her role, Basia oversees daily office operations and implements firm policies and procedures, working closely with the client service and operations teams to ensure a seamless and exceptional client experience. Outside of the office, Basia enjoys spending time with her husband and friends, cooking, reading, hiking, and exploring new travel destinations.
Erik Gerlitz, CFA®
Senior Associate Wealth Advisor
Erik is a Senior Associate Wealth Advisor in the Beacon Pointe Indianapolis office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with personalized wealth management experience. His duties include client services, investment and tax strategy implementation, and portfolio performance reporting. Prior to joining Beacon Pointe, Erik worked as an investment analyst with 1st Source Bank, where he aided the group in investment research, portfolio management, trading, and reporting. Erik is also a Chartered Financial Analyst (CFA®) and is zealous about providing excellent customer service and helping each client reach their own personal financial goals. Outside of the office, Erik enjoys spending time with his family & friends, especially his nieces & nephews as well as learning new things.
Evan Davies
Associate Wealth Advisor
Evan is an Associate Wealth Advisor in the Beacon Pointe Indianapolis, IN office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Evan is passionate about helping families and individuals achieve financial freedom and their life goals. Each client is unique in their needs as they navigate their investment, retirement, charitable, and legacy goals, and Evan loves working on a fiduciary basis with clients, hearing their stories, and helping them build a financial plan that works for them. Prior to Beacon Pointe, Evan spent several years as a Financial Advisor with Prudential. Evan is also passionate about giving back to the community, including coaching youth basketball.
Tom Behr, CFP®
Managing Director
Tom is the Managing Director of the Beacon Pointe Indianapolis office. Tom is a CERTIFIED FINANCIAL PLANNER® (CFP®) and brings 30 years of experience in working with clients to help them achieve their investment, retirement, estate, and charitable objectives. He enjoys working with clients in retirement, as well as those preparing for retirement, helping them build a financial plan that works for them as they navigate an ever-changing financial and tax landscape. Prior to Beacon Pointe, Tom was the Market President for First Western Trust Bank in Northern Colorado, where he spent 20 years building long-term, fiduciary-based relationships with clients. Tom relocated to Indiana with his family, drawn by his wife’s deep roots and close-knit extended family in the area. He brings a strong sense of community and dedication to his role, both professionally and personally. Outside of work, he enjoys coaching his youngest son’s football team and spending time outdoors fishing and bird watching.
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
