Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

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, Ameriprise Client Experience Award, 2021-2023

Community participation

Encompass Wealth Advisors - Community participation photo

Encompass Wealth Advisors is proud to be a Premier Sponsor of the Woodbury United Lacrosse Youth Association for the 2024 Spring Season! Supporting local youth sports is something we’re passionate about, and we were thrilled to see the energy and dedication these young athletes brought to the field. It’s all about fostering teamwork, building confidence, and helping kids grow both on and off the field. We’re proud to have been a part of their journey this season!

Our photos

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