Team profile

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you.

We can help you prepare for whatever life brings—both the expected and the unexpected—with personalized advice tailored to you.

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Investments
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Saving for Education

Community participation

Encircle Wealth Advisors - Community participation photo
  • City House of Plano
  • Frisco Family Services
  • The Samaritan Inn of McKinney
  • Big Brothers Big Sisters of America
  • Habitat for Humanity of South Collin County