Meet Your Team at Stifel | The Elkhart Group

Elizabeth Naquin Borger, MBA, Senior Vice President/Investments, is a graduate of The University of Notre Dame, and obtained her masters degree from The Kellogg School of Management at Northwestern University where she was selected to deliver the commencement for her class. She has worked in Elkhart in the securities industry since 1993. With over 25 years of experience her time is devoted to creating comprehensive investment plans with a focus on retirement income, estate planning strategies, charitable giving, and the generational transfer of wealth.

Liz has been a guest lecturer for over 35 years at the University of Notre Dame in Business classes. She has also lectured and participated in case studies at Harvard Business School, University of Illinois, and University of Michigan. She is a member of the Stifel Chairman's Council and serves on the steering committee for the Women's Initiative Network. Liz was named to Forbes' Top Women Wealth Advisors List in 2020 & 2021 and to Forbes' Best-In-State Wealth Advisors for 2021. She holds the Series 7, 63, & 65 securities licenses as well as life, health, and variable insurance licenses (including annuities).

Liz's dedication to our community is showcased in her continual support of local organizations, including:

• Holy Cross College at Notre Dame - Trustee
• University of Notre Dame - Founding Board Member - University of Notre Dame for Shakespeare in Performance at Notre Dame
• Premier Arts - Past President & Founder
• Women's Care Center - Past President and current supporter
• The Notre Dame Club of St. Joe Valley - Past President
• PEO Chapter AI - Past President & Vice President
• Community Foundation of Elkhart County - Grant Committee member & team board member
• 100 Women Who Care Elkhart County – Member
• Progress Club – current President & past Treasurer
• Ongoing advisory as past President or board member: Elkhart County Symphony, Wellfield Botanic Garden, 4-H Fair Board

As an avid contributor to her community, Liz has received various awards, including:

• First inaugural Alice A. Martin Philanthropist of the Year from our United Way
• Mayoral Award of Keys to three Cities
• Indiana University South Bend - Recipient of the Lewis B Armstrong Award
• Elkhart Chamber of Commerce - Recipient of the Business Woman of the Year 2012
• YWCA - Woman of the Year Award 2013 for a Five County region

Forbes’ America’s Top Women Wealth Advisors, February 4, 2022 and March 18, 2021, each based on the 12-month period ending September 30 of the year prior to publication, and Forbes’ Best-In-State Wealth Advisors, February 11, 2021, based on the 12-month period ending June 30 of the year prior to publication, are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology.  Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking.  The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance.  Investment performance is not a criterion for selection.  Forbes is a registered trademark of Forbes, Inc.  All rights reserved.  For more information on the selection methodology, see www.stifel.info/award-disclosures.

In 2021, Stifel’s Chairman’s Council consisted of 378 of the firm’s top-producing financial advisors, who were recognized from among approximately 2,300 Stifel financial advisors nationwide.

 

Brian Z Borger, CIMA®, Senior Vice President/Investments, is a cum laude graduate of The University of Notre Dame where he earned a bachelor's degree in Finance.  After studying in London and an internship with the Treasury at Anglo Irish Bank in Limerick, Ireland, he entered the securities industry in 2000, choosing to partner with the team of The Elkhart Group. With more than 20 years of experience, his approach to investing builds on his Certified Investment Management Analyst (CIMA®) training and is disciplined and well-studied. He focuses on long-term investing with careful use of annuities and a keen eye for risk management. He holds the Series 7, 65, 63, 9,& 10 securities licenses as well as life, health, and variable insurance licenses (including annuities).

Brian is a board member of United Cancer of Elkhart County, a member of Elkhart Rotary, and a Committee Member of the Community Foundation of Elkhart County's Estate Planning Council.

 

 

 

Michael J. Witous, Senior Vice President/Investments, is a graduate of the University of Notre Dame, and brings over 30 years of experience in the investment industry.  Starting his career as a financial consultant, he built on that experience while serving as a branch manager and ultimately as a managing director.  Mike employs a client service-oriented philosophy, coupled with blended strategic and tactical management, which allows him to actively optimize risk-adjusted performance. He holds the Series 7, 63, 65, & 8 securities licenses as well as life, health, and variable insurance licenses (including annuities).

 

 

 

 

 

 

Eli Glazer, Vice President/Investments, began serving clients in 1968 and has more than 50 years of experience in the investment industry. A graduate of Indiana University, Eli was captain of the men's tennis team and claimed two Big Ten Singles Championships. Before beginning his career, Eli also served for 21 months in the United States Army. He builds detailed security and bond portfolios for his clients. He holds the Series 7, 63, & 65 securities licenses.

 

 

 

 

 

 

 

Victor Russo, MBA, Vice President/Investments, is a graduate of St. Edwards University, Austin, Texas and served in the United States Army at West Point.  Vic later received his graduate degree from Indiana Wesleyan University.  He has worked in the securities industry since 1987.  He is a former teacher, educator, and adjunct-professor of economics at TRI-State University.  Vic handles equities as well as income strategies using preferred securities and dividend-paying stocks, and bond portfolios. He holds the Series 7, 63, & 65 securities licenses.

 

 

 

 

 

 

 

Robert Decker, Vice President/Investments, is a graduate of South University and began his investment industry career as a financial consultant at A.G. Edwards. Bob joined Stifel in 2009 and chose to bring his 20 plus years of experience to The Elkhart Group in the spring of 2019. Taking a comprehensive approach to his clients' wealth management, he offers guidance on individual equity selections, employer-sponsored retirement accounts, and fixed income allocations. Bob utilizes both strategic and tactical money management strategies, and has great conviction in dollar cost averaging as an investment philosophy. He holds the Series 7 & 66 securities licenses.

 

 

 

 

 

 

Faiz Khoja, Financial Advisor Associate, joined The Elkhart Group in the summer of 2013 and studied in Purdue University's Financial Counseling and Planning program. He has worked in the investment industry since 2006. Together with the financial advisors in the group, Faiz focuses on portfolio analysis, equity research, laddered bond portfolios, and managed investment strategies. He holds the Series 7 & 66 securities licenses as well as life, health, and variable insurance licenses (including annuities).

 

 

 

 

 

 

 

Leslie Navarre, Financial Advisor Associate, has served clients in several roles from Registered Sales Assistant to Operations Manager since 1995. Currently a Financial Advisor Associate for The Elkhart Group, she leads all estate issues and contributes to portfolio analysis.  Leslie began her college studies at Ball State University and completed her degree, summa cum laude, in organization management at Bethel College. She holds the Series 7, 63, 65, 9, & 10 securities licenses as well as life, health, and variable insurance licenses (including annuities).

 

 

 

 

 

 

 

Lyndsay McBride Hemmick, Financial Advisor, joined The Elkhart Group in January 2021. She is a graduate of the University of Indianapolis where she played four years of collegiate golf, earning the title of National Champion in 2009 and All American in 2009 & 2010. Lyndsay then went on to play in the LPGA Futures Tour. After a successful golf career, she decided to embrace the entrepreneurial spirit in her hometown of Elkhart, Indiana and launched her own business in partnership with her husband, Aaron. Lyndsay's value of long term relationships and intellectual challenge led her to join Stifel – The Elkhart Group. Her focus will be on financial planning, retirement income planning, investment portfolios, & risk management. She holds the Series 7 & 66 securities licenses as well as life & health insurance licenses.

 

 

 

 

 

Brandon Arnold, Registered Operations Manager, is a graduate of the University of Kentucky. Brandon has served various roles with The Elkhart Group since 2004. Currently, as Operations Manager, he oversees all correspondence, trade execution, compliance, & staff supervision. As part of the team he also focuses on retirement plans, college savings plans, and insurance/annuity operations. He holds the Series 7, 63, 65, 9, & 10 securities licenses.

 

 

 

 

 

 

 

Rosanne Markham, Registered Client Service Associate, has extensive experience in the investment industry which began in 1987 in Southern California. She has held positions such as Operations Manager and Branch Office Administrator. Rosanne joined The Elkhart Group in 2003.  Her years of experience allow her to provide quick responses to client inquiries and communication activities for the team. She holds the Series 7, 63, & 65 securities licenses.