Grace M. Worley is a CERTIFIED FINANCIAL PLANNER ™ practitioner in Indianapolis. As a Senior Financial Planner in practice for over 20 years, Grace has built a reputation as one of the leading financial advisors in the country. 

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 married with two daughters.

Juli Erhart-Graves is a CERTIFIED FINANCIAL PLANNER™ practitioner and President of Worley Financial Group, Inc.  Juli provides financial planning and investment advisory services to individuals, couples and families.  

Juli has been with Worley Financial Group 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 in 2000.  She successfully completed the College For Financial Planning’s CFP Certification Professional Education Program in 2004.  In 2005 she 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 and is active in her church.

 Since 2000 Bonnie Struck has been the Investment Services Manager for the firm. Previously she was a paraplanner for another financial planning firm from 1995 to 2000. She works with each client to develop an appropriate investment plan. She then implements, maintains and reviews client investment portfolios on an ongoing basis.

In 2006 she completed the CHARTERED MUTUAL FUND COUNSELOR® certification program through the College for Financial Planning and holds the FINRA Series 6 and 63 Securities Licenses.

In 1982 she earned her Bachelor of Science Degree from Indiana University. She has been a member of the National Financial Planning Association since 1996 and a past Board Director. She is also a past member of the Financial Services Institute and American Society of Women Accounts, as well as, past Board Director for Hendricks County Habitat for Humanity. She has taught investment classes through the IUPUI Continuing Education Program and Indianapolis Public Library.

Kylene “Kyla” Harwood joined Worley Financial Group in November 2004 as a Client Services Representative.  Her main role is to assist the Investment Services Manager, which includes interfacing with investment custodians and supporting our clients in all service related issues.  Other duties include responsibility for the firm’s computer system and technology needs, as well as vendor contacts and office support.

Kyla graduated in 2004 from Indiana University with a Bachelor of Science in Business, concentrating in management and human resources management. She holds the FINRA Series 7 and 66 Securities licenses.

Elizabeth Baierwalter is the newest addition to the Worley Financial Group team. She started in August 2007 as a Client Services Representative. Her main role is to assist the firm’s financial planners as well as providing general office support. Elizabeth graduated in May 2007 with a Bachelor of Science in Financial Counseling & Planning from Purdue University. 

At Purdue, Elizabeth was active in many organizations. She was the Speaker’s Bureau Chair and the Webmaster for the Purdue Collegiate Financial Planners Club. She was also involved with Alpha Kappa Psi, a professional business fraternity and College Mentors for Kids.

Prior to joining WFG, Elizabeth interned with a full-service investment firm. 

Rana Kory has been with Worley Financial Group, Inc. for over seven years, serving in various capacities including Office Manager, PC support and most recently Staff Accountant.  Prior to coming to us, she was the Office Manager for another firm where she also "wore many hats".  Rana is married and enjoys spending time with her two daughters.