Our advisors

Dean M Donohue

Dean M Donohue

Private Wealth Advisor

Learn more about Dean M Donohue
Jonathan P Smith

Jonathan P Smith

Financial Advisor

Learn more about Jonathan P Smith
Jeb Jarrell

Jeb Jarrell

Financial Advisor

Learn more about Jeb Jarrell
Courtney Yartz

Courtney Yartz

Financial Advisor

Learn more about Courtney Yartz

Our team

Andrew Jones MBA

Andrew Jones MBA

Paraplanner

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 Service
  • Coordinates Financial Planning Analysis
  • Facilitate client trades
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Michael Forney

Michael Forney

Paraplanner

Qualifications

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

Roles & Responsibilities

  • Client Service
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T. Greg Clark

T. Greg Clark

Business Development Director,

Paraplanner

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 Development
  • Client Events
  • Business Partner Alliance
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Laura Lewis

Laura Lewis

Practice Manager

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

Qualifications

  • Joined Encore Wealth Management Group in 2016

Roles & Responsibilities

  • Office Reception
  • Appointment Scheduling
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Juliana Higgason

Juliana Higgason

Client Service Specialist

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

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

Qualifications

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

Roles & Responsibilities

  • Client Events and Seminars
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Kelsey Drake

Kelsey Drake

Administrative Assistant

Qualifications

  • Joined Encore Wealth Management Group in 2020

Roles & Responsibilities

  • Administrative duties
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Amanda Head

Amanda Head

Client Concierge

Qualifications

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

Roles & Responsibilities

  • Appointment scheduling
  • Phone reception
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