Team profile


Personalized advice to help you achieve your goals

 Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

Areas of focus

  • Divorce Financial Planning
  • Women's Financial Strategies
  • Small Business
  • Retirement Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Tax Planning Strategies
  • Insurance
  • Saving for Education
  • Domestic Partner Planning

Awards & recognition

  • Sam Thornal, Ameriprise Circle of Success, 2020
  • Encircle Wealth Advisors, Ameriprise Client Experience Award, 2021
  • Sam Thornal, Ultimate Digital Excellence Award, 2021
  • Sam Thornal, Five Star Wealth Manager, 2022

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