Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
  • Military Financial Advisor
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Saving for Education
  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies

Awards & recognition

  • Encore Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Dean M Donohue, Forbes Best-in-State Wealth Advisors, 2018-2023
  • Jonathan P Smith, Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022-2023
  • Encore Wealth Management Group, Ameriprise Client Experience Award, 2020-2023
  • Dean M Donohue, Ameriprise Chairman's Advisory Council, 2012-2024
  • Dean M Donohue, Ameriprise Circle of Success, 2000-2023
  • Dean M Donohue, Barron’s Top 1,200 Financial Advisors, 2015-2017, 2019-2022
  • Dean M Donohue, AdvisorHub Fastest Growing Advisors to Watch, 2022
  • Dean M Donohue, Financial Times 400 Top Financial Advisers, 2016-2017, 2019-2020
  • Dean M Donohue, Ameriprise Circle of Success Hall of Fame, 2010

Community participation

We are proud to serve our community in many ways. Following are a few of the organizations that are near and dear to our hearts.