by Taylor Brown | Nov 2, 2025
About Carisa Bertrand holds a Bachelor’s Degree from Southern Utah University and is an Accredited Wealth Management AdvisorSM (AWMA®). With eight years of experience in wealth management, she specializes in financial planning for individuals, couples, and small...
by Taylor Brown | Nov 2, 2025
About 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...
by Taylor Brown | Nov 2, 2025
About Eric Becker is a seasoned wealth management advisor with over 20 years of experience and a Bachelor of Science in Psychology from Brigham Young University. He is a distinguished 10-year recipient of the Five Star Wealth Manager Award, a testament to his...
by Taylor Brown | Nov 2, 2025
About Brandon Becker is an Operations Associate with Encompass More. Brandon operates out of Danville,...
by Taylor Brown | Nov 2, 2025
About 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...
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