Elise Schulok, CFP^®

Designations and licenses

Elise is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Elise supports a wealth advisory team that provides high-net-worth individuals, families and business owners with personalized wealth management to help them achieve their objectives.

Prior to joining Mariner, Elise was a financial planning associate at Cassady Schiller Wealth Management, LLC.

Elise holds a bachelor’s degree in finance from Ohio State University.

Personal interests

Away from the office, Elise enjoys watching the Ohio State Buckeyes, Cincinnati Bengals, working out and playing pickleball.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.