Onajh Porter leads Circle Financial Planning with a deep sense of responsibility to the people and families who place their trust in the firm. As CEO, he sets the strategic direction and culture of Circle while working closely with the advisory team to ensure clients receive objective, thoughtful guidance grounded in their best interests. He is motivated by helping people better understand their financial choices so they can move forward with confidence, both today and for generations to come.

With more than 10 years of experience in financial services, including advisory and leadership roles at Morgan Stanley, Onajh takes a holistic, education-driven approach to planning. He helps clients gain clarity around complex decisions so they feel empowered, informed, and secure about their future.

Credentials & Focus

• Securities, advisory and insurance licensed (Indiana)
• Holistic financial planning
• Tax-aware investment strategies
• Retirement income planning
• Executive compensation & alternative investments

• B.S. in Financial Economics, Fisk University

Rebecca Muller is the Founder of Circle Financial Planning and has spent more than four decades guiding individuals and families through thoughtful, values-based financial planning. Since founding Circle in 1984, Rebecca has been instrumental in shaping the firm’s client-first philosophy and long-standing commitment to ethical, relationship-driven advice. She believes the most meaningful financial plans are both strategic and personal designed to support the lives, values, and legacies clients care about most.

Rebecca has held leadership roles with Money Concepts Financial Planning Centers and has been recognized with numerous industry honors, including Woman of the Year, Saleswoman of the Year, President of the Year, and the Legend Award. She was also named a Five Star Wealth Manager by Indianapolis Monthly for ten consecutive years.

Her planning approach is strategic and deeply personal, helping clients align their financial decisions with their values, goals, and evolving life circumstances.

Credentials & Focus

• CFP® | CFS
• Comprehensive financial planning
• Investment & retirement planning
• Risk management & long-term wealth strategies

Samuel Ellsworth is a Wealth Coach at Circle Financial Planning, where he partners with clients through the firm’s comprehensive planning process. He focuses on building long-term relationships and helping clients feel confident as they work toward their financial goals. What he enjoys most is helping simplify complex decisions so clients feel clear and grounded about the road ahead.

Samuel began his career in financial planning in 2021 and brings a balanced approach that blends analytical insight with creativity. He believes confidence comes from understanding and works closely with clients to reduce stress and bring clarity to complex financial decisions.

Credentials & Focus

• CFP®
• Comprehensive financial planning
• Investment and insurance guidance
• Retirement preparation and planning

• B.S. in Financial Counseling & Planning, Purdue University

Michael Lantz works closely with clients to review financial plans, track progress, and ensure strategies remain aligned with their goals as life evolves. He also supports client service processes, helping create a smooth and supportive experience at every stage of the relationship. He finds the greatest fulfillment in helping clients gain clarity around their financial picture so they can enjoy what they’ve worked hard to build.

Michael takes a holistic, goals-based approach to planning, with a particular focus on retirement income and tax-efficient investing. He values building genuine relationships and helping clients move forward with confidence as their plans take shape.

Credentials & Focus

• CFP®
• Series 7 | Series 65 | Series 63 | SIE
• Life & Health Insurance
• Retirement income planning
• Tax-efficient investing

• B.S. in Finance, Ball State University
• Minor in Financial Planning

Chadnei Jordan serves as the Client Success Ambassador at Circle Financial Planning and is often the first point of contact for clients. She supports the advisory team by preparing for meetings, organizing client information, and ensuring every interaction feels welcoming, professional, and personal. She believes a strong client relationship starts with people feeling heard, valued, and genuinely cared for.

Before joining Circle, Chadnei spent five years as an underwriter in auto finance and brings additional management experience from the retail industry. She is currently completing her Bachelor’s degree in Business Administration with a concentration in Financial Services and is known for her strong communication skills and attention to detail.

Credentials & Focus

• Client experience & relationship support
• Meeting preparation & client coordination
• Communication and organization

• B.S. in Business Administration (in progress), concentration in Financial Services

Kathleen “Kathy” Blackmon brings decades of experience in operations and accounting to Circle Financial Planning, supporting the firm with accuracy, discretion, and operational excellence. Her background spans corporate accounting, procurement, logistics, and office management, where she has consistently supported leadership teams and complex financial operations. She takes pride in knowing her work plays an important role in supporting Circle’s responsibility to care for clients’ financial lives with intention and care.

Kathy plays a vital role in ensuring Circle’s financial processes are handled thoughtfully and responsibly behind the scenes.

Credentials & Focus

• Accounting & operations management
• General ledger, AP/AR, reconciliations
• Financial controls & reporting support

• Accounting coursework, Ivy Tech Community College