We love getting to know you! We believe you think and work differently when you genuinely know someone – who they are, what they are about, what’s truly important to them, and what they want to accomplish.



Our advisors

Dean M Donohue

Dean M Donohue

MBA, CFP®, CRPC®, APMA®

Private Wealth Advisor

Learn more about Dean M Donohue
Jonathan P Smith

Jonathan P Smith

CFP®, CPA, CRPC®, APMA®

Financial Advisor

Learn more about Jonathan P Smith
Jeb Jarrell

Jeb Jarrell

CFP®, CAP®, CRPC®, APMA®

Financial Advisor

Learn more about Jeb Jarrell
Courtney Yartz

Courtney Yartz

ChFC®, APMA®

Financial Advisor

Learn more about Courtney Yartz Visit Courtney Yartz's website

Our team

Tifany Moody

Tifany Moody

Paraplanner

Personal Intro

Tifany earned her Bachelor's degree in Finance from Indiana University with a minor in Economics. She has experience with financial planning and provides support with meeting preparations. Tifany enjoys reading, being outdoors, watching IU basketball, and spending time with friends and family. She currently resides in Southern Indiana with her husband and dog.

Qualifications

  • Joined Encore Wealth Management Group in 2020
  • B.S. in Finance from Indiana University with a minor in Economics

Roles & Responsibilities

  • Client Service
  • Financial Planning
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Michael Forney

Michael Forney

Paraplanner

Personal Intro

Michael earned his Bachelor's degree in Finance from Mount Vernon Nazarene University in central Ohio with a minor in Financial Planning. He is a registered paraplanner currently pursuing the CFP®(Certified Financial Planner™) designation. Michael enjoys watching the Cleveland Indians, golfing, running, reading and spending time with friends.

Qualifications

  • Joined Encore Wealth Management Group in 2019
  • B.S. in Finance from Mount Vernon Nazarene University

Roles & Responsibilities

  • Financial Planning data gathering
  • Financial Planning analysis
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Andrew Jones MBA

Andrew Jones MBA

Paraplanner

Personal Intro

Andrew has experience in all aspects of financial planning for individuals and business retirement plans. He earned a Master's degree in Business Administration with a concentration in Data Analytics from the University of Louisville and a Bachelor's Degree in Finance from the University of South Carolina - Aiken. Andrew enjoys kayaking, barbecue, and spending time with his wife and their great dane, Julep.

Qualifications

  • Joined Encore Wealth Management Group in 2018
  • University of Louisville, Louisville, KY; M.B.A. Concentration in Data Analytics
  • University of South Carolina, Aiken, SC; B.S. in Business Administration, Concentration in Finance

Roles & Responsibilities

  • Client appointment preparation agenda
  • Client appointmetn follow-up
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T. Greg Clark

T. Greg Clark

Business Development Director,

Paraplanner

Personal Intro

Greg has worked in the financial services industry for more than 25 years. He has a BA from Murray State University and a MAT from Bellarmine University. Greg is active in Men’s Ministry at Southeast Christian Church as well as Prodigal Ministries. He lives in Louisville with his wife.

Qualifications

  • Joined Encore Wealth Management Group in 2017
  • Murray State University, B.A. Business Administration and Political Science
  • Bellarmine University, MAT Secondary Education

Roles & Responsibilities

  • Business Relationships
  • Client Events
  • Business Partner Alliance
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Laura Lewis

Laura Lewis

Practice Manager

Personal Intro

Laura has been a member of the team since 1997 and holds a Bachelor's degree in Public Finance from Indiana University. She is the liaison between the practice and Ameriprise corporate office, and coordinates the daily operation of the practice. Laura resides in southern Indiana with her two children and her pup, Dot.

Qualifications

  • Joined Encore Wealth Management Group in 1997
  • B.S. in Public Finance from Indiana University

Roles & Responsibilities

  • Notary Public in Kentucky
  • Office Systems & Workflow
  • Licensing, Bookkeeping, Human Resources, Technology
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Jenn Helander

Jenn Helander

Client Concierge

Personal Intro

Jenn has several years in the hospitality industry and enjoys working with people. She moved to Louisville in 2015 with her husband and two daughters. Jenn handles the coordination of client meetings for all advisors and provides support for the day to day operations. Jenn enjoys spending time with her family and two dogs.

Qualifications

  • Joined Encore Wealth Management Group in 2016

Roles & Responsibilities

  • Appointment scheduling
  • Office reception
  • Updates client information
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Juliana Higgason

Juliana Higgason

Client Service Specialist

Personal Intro

Juliana earned her Bachelor's degree in Business Administration with an emphasis in Marketing from Campbellsville University. She provides support for day-to-day operations. Juliana enjoys crafts, camping and spending time with her husband and she resides in Louisville.

Qualifications

  • Originally with Encore Wealth Management Group in 2014-15 and rejoined in 2017.
  • B.S in Business Administration from Campbellsville University.

Roles & Responsibilities

  • Notary Public in Kentucky
  • Client Service
  • New accounts, transfers, rollovers
  • Estate Settlements
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Phillip Brown

Phillip Brown

Client Service Specialist

Personal Intro

Phil holds a degree in General Business from Indiana University. He assists with the team's client service operations. Phil enjoys playing golf and softball, and he currently resides in Louisville.

Qualifications

  • Joined Encore Wealth Management Group in 2015
  • B.S. in General Business at Indiana University Southeast

Roles & Responsibilities

  • Client Service
  • Required Minimum Distributions
  • Client Website, Online Access & Total View
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Chelsea Donohue

Chelsea Donohue

Marketing Specialist

Personal Intro

Chelsea earned her Bachelor's in Human Development and Family Studies from the University of Alabama. She handles seminar and event planning along with marketing and business events.

Qualifications

  • Joined Encore Wealth Management Group in 2017
  • B.S. Human Development & Family Studies, University of Alabama

Roles & Responsibilities

  • Client events and seminars
  • Business events
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Kelsey Drake

Kelsey Drake

Administrative Assistant

Personal Intro

Kelsey comes from an extensive background in customer service, accounting and administrative positions. She facilitates the movement of processes throughout the practice and provides support for day-to-day operations. She enjoys watching football and camping with her family. She resides in Shelbyville, KY with her husband and son.

Qualifications

  • Joined Encore Wealth Management Group in 2020

Roles & Responsibilities

  • New client information
  • Administrative duties
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Amanda Head

Amanda Head

Client Concierge

Personal Intro

Amanda has a degree in Elementary Education from Purdue University. She was an elementary teacher for ten years and owned her own small business for five years. She moved to Louisville in 2011 with her husband and three children. Amanda handles the coordination of client meetings and provides support for day-to-day operations. Amanda enjoys reading, the beach, and spending time with her family.

Qualifications

  • Joined Encore Wealth Management Group in 2020
  • B.A. Purdue University, Elementary Education

Roles & Responsibilities

  • Appointment scheduling
  • Phone reception
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