Encompass Wealth Advisors

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Encompass Wealth Advisors
Team photo for Encompass Wealth Advisors

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Advisors

Advisor photo for Jason A Lane

Jason A Lane

CFP®, AAMS®, CRPC™

Private Wealth Advisor

Managing Partner of Encompass Wealth Advisors
Visit Jason A Lane's website
Advisor photo for Amy Bestler

Amy Bestler

BFA™, APMA®

Financial Advisor

Managing Partner of Encompass Wealth Advisors
Visit Amy Bestler's website
Advisor photo for Christopher Smith

Christopher Smith

CFP®, CLTC®

Financial Advisor

Managing Partner of Encompass Wealth Advisors
Visit Christopher Smith's website


Team

Jane A. Musser, MBA

Jane A. Musser, MBA

Operations Manager

Personal Intro

Jane, a Minnetonka native and graduate of Northern Arizona University and the University of Denver, enjoys spending time with her family, friends, and Golden Retriever, Lindy. She loves reading, hiking, and traveling to beaches and mountains. A fan of concerts, Broders’ Pasta Bar, and Billy Sushi, she hopes to explore as many European countries as possible.

Qualifications

  • B.S., Northern Arizona University - Flagstaff, AZ
  • M.B.A., University of Denver - Daniels College of Business - Denver, CO
  • FINRA Series 7, 66 Licenses
  • Life and Health Insurance License

Roles & Responsibilities

  • Oversees daily operations to support a consistent and high-quality client experience across the practice.
  • Manages staffing, training, and performance for the full operations and service team.
  • Coordinates resources and workflow to help the practice meet client service and business goals.
  • Communicates with clients as needed to assist with service needs and ensure timely follow-up.
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Keegan Oberding

Keegan Oberding

Financial Planning Specialist,

Client Service Specialist

Personal Intro

Keegan loves hunting, fishing, playing golf, and spending time outdoors. He enjoys participating in hockey leagues, cheering on professional sports teams with friends, and relaxing at his family cabin up north.

Qualifications

  • B.A., Carthage College

Roles & Responsibilities

  • Provides primary scheduling and meeting preparation support for clients working with Jason A. Lane.
  • Maintains ongoing client contact between visits and responds to questions as appropriate.
  • Gathers and updates client information to support planning analysis and review meetings.
  • Manages calendar coordination and prepares materials and details for upcoming client meetings.
  • Supports other advisors with client service and planning tasks on an as-needed basis.
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Mimi Arnold

Mimi Arnold

Marketing Manager,

Client Service Coordinator

Personal Intro

Mimi, a University of Minnesota Duluth graduate, enjoys international travel, skiing with her family in Breckenridge, and coaching the Totino-Grace High School Dance Team—her Alma Mater. She also loves exploring new restaurants and breweries with friends throughout the Twin Cities.

Qualifications

  • B.B.A., University of Minnesota - Duluth

Roles & Responsibilities

  • Lead marketing strategy and brand execution across digital and print.
  • Plan and execute client events, seminars, and appreciation experiences.
  • Manage social media, website content, and compliance submissions.
  • Coordinate client touchpoints, gifting, and onboarding initiatives.
  • Support advisors with business development and growth initiatives.
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Nina Werger

Nina Werger

Paraplanner,

Financial Planning Analyst

Personal Intro

Nina, a Carthage College graduate from south Minneapolis, is a lifelong ballet dancer who enjoys cross‑stitching, reading Agatha Christie mysteries, and cheering on Minnesota United. She teaches ballet to young dancers, volunteers at the Minneapolis Animal Shelter, and loves spending time with her friends, family, and pets!

Qualifications

    • B.A., Carthage College
    • FINRA Series 7, 66 Licenses
    • Life and Health Insurance License

Roles & Responsibilities

  • Provides primary scheduling and meeting preparation support for clients working with Amy L. Bestler.
  • Manages calendar coordination and prepares meeting materials.
  • Maintains regular client contact between visits and responds to service questions as appropriate.
  • Participates in client meetings as needed to assist with planning discussions and follow-up.
  • Supports other advisors with client service needs and planning tasks on an as-needed basis.
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Tomi Oduwaiye

Tomi Oduwaiye

Paraplanner,

Financial Planning Analyst

Personal Intro

Tomi, an Iowa State University graduate from Inver Grove Heights, enjoys spending time with his family, friends, and girlfriend. He loves playing basketball, watching sports, cooking, and playing chess. A fan of local spots like Billy Sushi and La Grolla, he hopes to travel abroad for the first time in 2026.

Qualifications

  • B.S., Iowa State University

  • FINRA Series 7, 66 Licenses

  • Life and Health Insurance License

Roles & Responsibilities

  • Provides primary scheduling and meeting preparation support for clients working with Christopher Smith.
  • Coordinates calendars and prepares materials for upcoming client meetings and reviews.
  • Maintains ongoing client contact between visits and responds to questions as appropriate.
  • Attends client meetings with Christopher Smith as needed to support planning discussions and follow-up.
  • Assists other advisors with client service and planning tasks on an as-needed basis.
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