Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Small Business

Awards & recognition

  • Encompass Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2025
  • Encompass Wealth Advisors, Ameriprise Client Experience Award, 2021-2023

Community participation

First Responders Day - October 2024
First Responders Day - October 2024

At Encompass Wealth Advisors, giving back is at the heart of what we do. We believe in giving back in ways that reflect the values and interests of our team, creating lasting connections and positive change in our community.

Our efforts include

  • Partnering with Bridging and Feed My Starving Children to support individuals and families in need.
  • Showing appreciation through community outreach to local first responders.
  • Supporting our team members’ passions, such as sponsoring children’s local sports teams like the Woodbury Youth Lacrosse Association or organizing volunteer opportunities and donation collections for local women’s shelters.

Our photos

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