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May 23, 2023
The Healthy Retirement Mindset: Making Proactive Decisions
May 23, 2023
A healthy retirement mindset can help you be proactive and better prepare for one of life’s most significant transitions.
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We believe that your financial well-being lies beyond the balance sheets. Investing is really about reaching the quality of life that you envision for yourself and your family.
We believe in the value of a handshake and the sincerity of our word. Because character is everything.
We believe in building trust through transparency and honesty. You can sleep well at night knowing that we always put your best interests first.
We believe that everyone should have the opportunity to live the life they want.
We believe that financial planning is not a product, but a process. And that process begins with a conversation.
We believe in math, not luck. Sound judgment, not speculation. Preserving and growing wealth is the result of careful analysis, defined discipline, and clear strategies.
We’re a true fiduciary. There are no commissions. And we’ll always give you our honest opinions. Our team is flexible, and we can work seamlessly with your advisors and family to create a plan
that works.
A native of Washington, DC, Jon received a Bachelor of Science degree in Accounting (magna cum laude) from the University of Maryland, and a Master of Business Administration in Finance (summa cum laude) from Indiana University. He also earned a Doctor of Jurisprudence Law Degree (cum laude) from the University of Notre Dame Law School. Jon is a member of the Bar of the State of Indiana.
Jon began his career with Arthur Andersen, and then became Treasurer of the National Academy of Public Administration. He held senior management positions in New York City at a NYSE financial services firm where he focused on public and private IPOs, mergers, acquisitions, and recapitalizations. He also advised several banks on how best to structure credit facilities in security offerings. Other senior management positions held by Jon include: President and CEO of Applied Earth Technologies, Managing Director of International Equisource Ltd. (an advisor to international investors), and CFO of an energy company listed on the American Stock Exchange.
As a financial advisor, Jon is passionate about sharing his insight and expertise to help clients make the best financial decisions possible. He’s learned that financial peace of mind comes not only from knowing what to prepare for, but how and when.
When not in the office, Jon enjoys spending time with his wife, their African gray parrot, and their two dogs.
They love hiking in the mountains, marveling at the natural beauty of western North Carolina, and gardening.
Jon also dedicates his time and expertise to Brother Wolf, a local animal rescue shelter.
AICPA
CFP Board
Indian State Bar Association
University Of Notre Dame
Indiana University
Accounting
Interested in Finance at an early age, Stephanie earned a Bachelor of Business Administration in both Finance and Economics.
Prior to joining Encompass Advisors, she accrued extensive experience in the industry through a variety of leadership positions.
Stephanie assisted top producers with sales and marketing at Dean Witter Reynolds, led the Product Division at Vestax Corporation, helped develop an RIA firm specializing in money management strategies, and created a group annuity platform for 401k plans.
She was also the Regional Sales Manager of an insurance marketing organization and Director of Sales and Product Development for a mid-size broker-dealer. Stephanie is series 6, series 7, and Life Insurance licensed.
With a strong work ethic and an attentive approach, Stephanie ensures that clients’ needs are met with care and detail. Her ability to maintain effective client relationships is rooted in her broad industry experience and her passion for providing premium service.
A graduate of Middle Tennessee State University with a bachelor of science degree (magna cum laude), Lisa began her career as a Margin Trading Specialist with J.C. Bradford, a Nashville-based investment banking and brokerage firm.
Prior to joining Encompass Advisors, Lisa was a Portfolio Operations Manager for a wealth management firm providing services and operational support for affiliated Registered Investment Advisors.
With a keen attention to detail and a passion for
problem-solving, Lisa specializes in database systems optimization and process documentation for investment management firms across the country.
Send us your CV at
career@encompassadvisors.com
We are seeking an cwho is
If you’re looking for a chance to do the kind of work that adds up to something meaningful,
If you thrive in a collaborative environment, surrounded by smart, motivated people,
If you’re committed to sharing unbiased, objective advice and have the experience to prove it,
You don't need to be an RIA right off the bat. You may have worked as broker. What matters is that you are genuine and want to help others plan their financial lives - without commissions.
Please apply if you live within 30 miles of Brevard, NC. We're remote friendly and can work with flexible schedules.
