by Taylor Brown | Nov 19, 2025
About Monica has worked in the financial industry for over 39 years. She spent the first 25 years of her career in various areas of banking, including operations, new accounts, loans, and management. Monica made the move to the Investment side of the industry in 2010...
by Taylor Brown | Nov 19, 2025
About Katie Spini plays a key role in advisor support and new business processing at Encompass More. She assists with submitting and tracking workplace transactions, monitors account statuses across custodial platforms, and steps in to support broader operational...
by Taylor Brown | Nov 16, 2025
About Jay Penney brings over four decades of high-level expertise to his role as a Wealth Manager, blending technical mastery with unwavering integrity to help individuals, families, and institutions build and preserve wealth across generations. With an analytical...
by Taylor Brown | Nov 14, 2025
About Ginger Noteboom is a dedicated investment advisor and insurance professional with nearly two decades of experience helping clients build financial clarity and confidence. Based in Mesa, Arizona, Ginger was inspired by her father, a lifelong advisor whose...
by Taylor Brown | Nov 13, 2025
About Brock McKinley is a financial entrepreneur and thought leader dedicated to reshaping how people experience wealth and wellbeing. He is the founder of Encompass More Asset Management, a fiduciary-focused advisory firm known for combining traditional wealth...
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