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, Private Wealth Advisor serving the Louisville, KY area - Ameriprise Advisors

Dean M Donohue

MBA, CFP®, CRPC®, APMA®

Private Wealth Advisor

Learn more about Dean M Donohue
Jonathan P Smith, Private Wealth Advisor serving the Louisville, KY area - Ameriprise Advisors

Jonathan P Smith

CFP®, CPA, APMA®

Private Wealth Advisor

Learn more about Jonathan P Smith
Courtney Yartz, Financial Advisor serving the Louisville, KY area - Ameriprise Advisors

Courtney Yartz

CFP®, ChFC®, APMA®

Financial Advisor

Learn more about Courtney Yartz
John Moriarty, Financial Advisor serving the Louisville, KY area - Ameriprise Advisors

John Moriarty

APMA®

Financial Advisor

Learn more about John Moriarty

Our team

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
  • Notary Public in Kentucky
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Juliana Higgason

Juliana Higgason

Client Service Manager

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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Robert Silverthorn, III

Robert Silverthorn, III

Business Development Director

Personal Intro

Robert has degrees in Journalism and Philosophy from Indiana University-Bloomington and a Master of Art in Philosophy from the University of Louisville. Robert is responsible for developing new business opportunities by expanding Encore’s presence in the marketplace. Robert enjoys spending time with his four children as well as coaching on the North Oldham High School football team.

Qualifications

  • Robert joined Encore Wealth Management Group in 2022

Roles & Responsibilities

  • Identifying new market channels and opportunities
  • Building sustainable client/partner relationships
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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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Andrew Jones MBA

Andrew Jones MBA

Financial Planning Specialist,

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 appointment follow-up
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Andrew Shoemaker

Andrew Shoemaker

Client Service Specialist,

Paraplanner

Personal Intro

Andrew holds a Master’s in Religion from Louisville Presbyterian Seminary and a Bachelor’s in Philosophy from Asbury University. He joined the team in 2022 and works as part of the planning team. He enjoys hiking, gardening, and exploring the wilds with his wife. He lives in Louisville KY.

Qualifications

  • Began in financial services in 2019
  • Holds a FINRA SIE, Series 7, and Series 65

Roles & Responsibilities

  • Account Services
  • Transfers, Rollovers, Contributions, Distributions
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Allison Faulconer

Allison Faulconer

Client Service Specialist

Personal Intro

Allison has a degree in criminal justice from Eastern Kentucky University. She previously worked in Louisville, KY as a social worker for 3 years and has extensive background in client service. She provides support for day-to-day operations. Allison now resides in Bardstown, KY and enjoys taking trips with her boyfriend, spending time with friends and family, and is a Blue Kentucky Wildcat Fan.

Qualifications

  • Bachelors degree from Eastern Kentucky University majoring in Criminal Justice
  • Joined Encore Wealth Management Group in 2022

Roles & Responsibilities

  • Account Services
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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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Cindy Deininger

Cindy Deininger

Administrative Assistant

Personal Intro

After earning her bachelor’s degree in theatre at Murray State University, Cindy moved to Louisville where she gained extensive experience in customer service and management assistance before joining Encore Wealth Management Group. When she’s not at home playing with her dog or visiting local Louisville attractions, she loves to read, write, paint, and travel. Cindy assists with planning marketing and business events.

Roles & Responsibilities

  • Marketing Administration
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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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Susan Boddy

Susan Boddy

Receptionist

Personal Intro

Susan comes from an extensive background in client service as the ‘ambassador’ throughout her career. She loves meeting new clients in her role and making sure that they enjoy their client experience. She is happy spending time with her friends and trying out new restaurants. She loves all animals (especially cats) and enjoys vacationing anywhere with water.

Qualifications

  • Joined Encore Wealth Management Group in 2022

Roles & Responsibilities

  • Phone Reception
  • Hospitality
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Aquazia Hamler

Aquazia Hamler

Intern

Personal Intro

Aquazia is currently pursuing her bachelor's in Finance with a minor in Computer Information Systems at the University of Louisville. As an Intern, she is learning all aspects of financial planning. In her free time, she is cheering for the Louisville Cardinals and relaxing with family.

Qualifications

  • Joined Encore Wealth Management Group in 2021
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Drew Spurlock

Drew Spurlock

Intern

Personal Intro

Drew is pursuing his Bachelors of Science in Finance at the University of Louisville. As an intern, he is excited to learn about all aspects involving wealth management, as he is striving to pursue the path to become a financial advisor post-graduation. In his free time, Drew enjoys watching baseball, keeping up to date with the stock market, and playing with dogs.

Qualifications

  • Joined Encore Wealth Management Group in 2021
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