Chuck Vu blends data-driven precision with deep human care to deliver truly transformative financial advising. With over 20 years of experience in the financial services industry—and a unique dual background in advanced analytics and elder care—Chuck brings unmatched...
Trevor Trebbien is a dedicated financial advisor with over 28 years of experience helping individuals and families build secure financial futures. His passion for advising was sparked in 2009 while caring for his father, witnessing firsthand the full financial...
Jason Thornton is the Co-Founder of Rivers Wealth Management. He has been serving families in the financial services field for almost 20 years and believes that personalized service and planning for each and every client is the foundation for the best retirement...
Heidi Thornton’s journey is one of resilience, service, and determination. At 26, when her father—a proud Green Beret—passed away, Heidi put her career on hold to raise her two younger brothers, who were just 14 and 16 at the time. She often says she “raised a...
Scott Thiel discovered his passion for investing at an early age, learning alongside his grandfather as they followed stock market updates through satellite broadcasts.. Years later, while working as lead video editor at the NFL Network, he became the go-to...
Orawicha Suraniwongse brings a well-rounded perspective to financial advising, blending expertise in accounting, tax preparation, and investment strategy. With seven years of experience in the financial services industry, she has built her career on offering...
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 needs...
Michael Solari is a Financial Advisor with Encompass More, operating out of Concord, CA.
Maria Benel Se is a Registered Representative with Encompass More, operating out of Burbank, CA.
Chris Reid is a Financial Advisor with Encompass More, operating out of Roseville, CA.
With over 35 years of experience in financial markets and investment strategy, Michael Portincaso brings a unique combination of institutional expertise and client-first service to his role as an independent financial advisor. He began his career on the floor of the...
Many families work hard their entire lives yet never receive the same level of financial guidance afforded to the wealthy. Ben Persyn set out to change that. A financial advisor with a background in education, he combines three years of industry experience with a...
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 mind,...
Erik Ong is a dedicated financial advisor with over a decade of experience helping clients achieve financial security and peace of mind. With a solid foundation in psychology and counseling, Erik adopts a thoughtful and personalized approach to his work, focusing on...
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 relationships...
Anima Nikonthet is a Financial Advisor with Encompass More, operating out of Winslow, ME.
Joseph Mougette is a financial advisor with a strong commitment to service, clarity, and long-term client success. Based in Illinois, Joseph began his career in the financial services industry in 2019, initially focusing on insurance and annuity solutions. As he spent...
Originally from Japan, Nao Moriya moved to the United States in 1989 as a student and has called Southern California home ever since. After a long and successful career in the commercial film industry, Nao transitioned into financial advising, driven by a desire for...
Jon Miller is a financial advisor with a strong entrepreneurial background and a deep commitment to serving clients with integrity and transparency. Based in the Chicagoland area, Jon brings years of hands-on business management experience to his advisory work,...
Mod Kasinee Meyer has nearly ten years of experience in the financial services industry and offers a warm, practical approach as a financial advisor and co-founder of iLife365 Financial Services. Together with her partners, she focuses on life insurance, annuities,...
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 management...
Corico McCray is a Financial Advisor with Encompass More, operating out of Sanford, FL.
Yuki Matsumoto is a Administrative Assistant for Lucy Matsumoto with Encompass More, operating out of Burbank, CA.
Lucy Matsumoto brings a unique blend of resilience, entrepreneurial grit, and deep empathy to her work as a financial advisor. Her journey into financial services began after the tragic loss of her father in a plane crash at age 16, which thrust her into the role of...
Don Marino is a financial advisor who combines personal experience with professional expertise to guide clients on their financial journeys. His inspiration came from his own story—realizing later in life that despite having a 401(k) and dabbling in stocks and crypto,...
Ricardo Leyva is a financial advisor who brings heart, hustle, and a client-first mindset to every interaction. Since entering the financial services industry in 2019, Ricardo has been driven by a simple but powerful motivation: to help individuals and families align...
Andrew Lewis is a financial advisor with a decade of experience helping clients build wealth, plan confidently for the future, and approach retirement with clarity and peace of mind. With a B.A. in Economics from Furman University and licenses including the Series 65...
Vicki Landry is a Financial Advisor with Encompass More, operating out of Lancaster, CA.
With more than 25 years of experience in the financial services industry, Shelton King is a passionate and energetic advisor dedicated to helping families prepare for a secure and fulfilling retirement. Licensed since 1997, Shelton brings deep expertise, personal...
Adam Johnson is a committed financial advisor and entrepreneur with more than a decade of experience helping individuals and business owners navigate the complexities of retirement planning, wealth management, and financial security. What began as a desire to support...
Benjamin Jerome is a Financial Advisor with Encompass More, operating out of Columbus, OH.
Robert Jacobs is a Financial Advisor with Encompass More, operating out of Longs, SC.
Marla Isidro became a financial advisor to help others experience the security and freedom that come from smart financial planning. With a background in both business and service, she saw firsthand how financial uncertainty could impact families and wanted to be part...
As the Compliance Manager at Encompass More, Jeffrey Hodges plays a crucial role in maintaining the firm’s compliance program and regulatory integrity. His responsibilities include both routine operations and high-level strategy, often bridging the gap between...
Steven Hefter is known for his analytical mindset, operational expertise, and strong commitment to client success. Based in Chicago and originally from Northbrook, Illinois, he helps individuals, families, and business owners plan for the future with clarity and...
Chris Hamm brings a disciplined, client-first mindset to wealth management—shaped by early mentorship, a strong foundation in economics, and decades of diverse experience. His financial journey began at age 11, inspired by his stepfather, a public accountant, who...
Joseph Gutierrez is a driven associate financial advisor with a deep commitment to helping others achieve lasting financial security. His interest in investment advising was sparked by a personal experience—watching the toll that his grandparents' assisted living...
Robert Gray is the Vice President and Co-Founder of HRJ Gray Financial Inc., where he leads the firm’s investment advisory operations across Nevada, California, Arizona, and Texas. Licensed with a Series 65 and holding life and health insurance credentials, Robert...
Gerardo Garcia has spent nearly two decades helping clients make smarter financial decisions and build long-term wealth. His journey into financial services began during his senior year at San Diego State University, where he was finishing a business degree and...
As Client Relations Director to Financial Advisor Jon Galvez, Kelly plays an essential role in supporting both the strategic and client-facing sides of the business. She ensures every client's experience is seamless—organizing materials, scheduling appointments, and...
Jon Galvez is a financial advisor who believes lasting financial progress begins with education, trust, and consistent action. He was first introduced to the Finance Industry by a family mentor—an experience that revealed how little most people, himself included,...
Lisa Gallo has been helping people make sense of their finances for more than 35 years. A Certified Financial Planner™ and a graduate of California State University, Hayward, with a degree in Business and Finance, Lisa combines decades of industry knowledge with a...
As Director of Business Development, Cortney works closely with financial advisors to identify meaningful growth opportunities, deliver tailored solutions, and ensure the firm’s platform evolves to support each advisor’s long-term goals. She also leads a...
Founder of The Triumph Agency LLC, Eric Drudge is an experienced financial advisor dedicated to helping clients plan, protect, and grow their wealth. Since entering the financial services industry in 2018, Eric has served families with a deep commitment to...
Nick Dixon is a passionate, grounded financial advisor with more than 20 years of experience in the financial services industry. Licensed as an investment advisor, Nick also brings deep expertise in tax strategy, estate planning, and retirement funding—knowledge that...
Wanchira Disyaboot is a Financial Advisor with Encompass More, operating out of Duarte, CA.
Connie De Vera brings a unique blend of corporate experience, human connection, and financial acumen to her role as a financial advisor. With over two decades in Corporate Human Resources, including seven years within the financial services industry, Connie has spent...
Mike Degan is a financial advisor with a unique background that blends technical expertise, investment savvy, and a deep commitment to service. Based in Lake Jackson, Texas, Mike brings a thoughtful, problem-solving mindset to financial planning, drawing from his...
Dominic DeFreece is a financial advisor who blends personal experience, professional insight, and heartfelt service to guide individuals, families, and small businesses through each stage of their financial journey. His passion for advising began after the loss of his...
Michael Costa is a financial advisor driven by a desire to help individuals, families, and business owners build lasting financial security—especially in today’s unpredictable economic environment. With a foundation in both creativity and strategy, Mike brings a fresh...
Marcus Corvino is a dedicated Financial Advisor with an MBA in Executive Management from West Virginia University and certification as a Ramsey Coach. He is committed to helping individuals and families build financial confidence and lasting wealth. His professional...
Micah Phillip Comer is a trusted financial advisor with nearly two decades of experience helping families navigate complex financial decisions with clarity, confidence, and care. His journey into the financial services industry began with a clear mission: to provide...
Todd Cloward is a proud U.S. Army Veteran and seasoned financial advisor with more than 27 years of experience guiding individuals, business owners, and employee groups through retirement planning, investment strategy, and healthcare benefits. His background in Army...
Chris Chatto is the President of Encompass More Asset Management and a dedicated financial advisor who brings more than a decade of experience and purpose-driven leadership to the financial services industry. His financial journey was not sparked by textbooks or...
With more than 40 years in the financial services industry, Dennis Burd has dedicated his career to helping individuals and families gain clarity, confidence, and long-term financial stability. Originally on the path to becoming a math teacher, Dennis found a deeper...
Aaron Boyce is the founder of Boyce Wealth Management and Boyce Financial Services, where he brings over a decade of experience helping families pursue financial clarity and confidence. Known for his thoughtful and value-driven approach, Aaron believes the foundation...
Janae Bonner serves as Director of Advisor Services at Encompass More Group, where she leads advisor onboarding and ongoing support. She ensures that each advisor has the tools, training, and resources needed to succeed. From systems access and service coordination to...
Ariys Biswas is an Administrative Assistant with Encompass More in association with Kasinee and Nicki Foulks. Ariys Biswas operates out of Burbank, CA.
Allison Bell supports the advisor team by managing all workplace transactions, ensuring that paperwork is accurate, complete, and processed efficiently. Her role is essential to keeping operations running smoothly behind the scenes, allowing advisors to stay focused...
Joseph Barbour brings nearly two decades of financial services experience and a belief that everyone deserves clear, honest, and personalized guidance. A Houston native, Joseph began his career at Chase Bank, where he quickly developed a passion for helping people...
As Director of Operations, Rochelle plays a critical role in supporting both clients and advisors through the onboarding and servicing of accounts. She ensures the back-end processes run smoothly by organizing and maintaining the operational infrastructure that...
Born in Kansas City, Missouri, and raised primarily in Colorado, Scott Bacon now calls Gold River, just outside Sacramento, California home. His journey into financial advising was influenced by an early career in radio sales and the mentorship of his father-in-law,...
Nate Allred is a financial advisor with over 15 years of market experience and a focus on helping clients build long-term financial independence. With a background in trading, entrepreneurship, and technical analysis, Nate brings a data-driven approach to investment...