by Taylor Brown | Nov 19, 2025
About Ellie brings 15 years of experience in the wealth management industry to her role. She holds a Bachelor of Science in Business Management with an emphasis in Finance from Brigham Young University Idaho. Ellie specializes in assisting with supervision of a team...
by Taylor Brown | Nov 19, 2025
About James Sayas holds a Bachelor of Science in Agricultural Business Management from UW-Madison and brings 15 years of experience in wealth management to his role. Specializing in tax-efficient retirement planning, James is dedicated to helping families achieve...
by Taylor Brown | Nov 18, 2025
About Chris Reid is a Financial Advisor with Encompass More, operating out of Roseville,...
by Taylor Brown | Nov 16, 2025
About 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...
by Taylor Brown | Nov 16, 2025
About 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...
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