Our Advisors

Dean M Donohue

Dean M Donohue

Private Wealth Advisor

Jonathan P Smith

Jonathan P Smith

Financial Advisor

Michael P Saunders

Michael P Saunders

Financial Advisor

Our Staff

Jeb Jarrell CFP<sup>®</sup>, CAP<sup>®</sup>, CRPC<sup>®</sup>

Jeb Jarrell CFP®, CAP®, CRPC®

Paraplanner
More about me...

Contact

jeb.jarrell@ampf.com

502.412.4050

Personal Intro

Professional Associations:

Financial Planning Association

www.fpanet.org

Community Involvement:

Kentucky FarmHouse Association, President

www.kyfarmhousetouchscreen.com

Kentucky Trust for Historic Preservation, Board Member

www.thekentuckytrust.org

Blue Grass Trust for Historic Preservation, Committee Member

Qualifications

  • Joined Encore Wealth Management Group in 2018
  • CFP® CERTIFIED FINANCIAL PLANNER™ Practitioner
  • CAP® Chartered Advisor in Philanthropy®
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • University of Kentucky, B.A. in Economics; Golden Gate University, M.S. in Taxation, currently enrolled

Roles & Responsibilities

  • Client Service
  • Facilitate client trades
  • Insurance administration and tracking
Gavin Fox

Gavin Fox

Paraplanner
More about me...

Contact

gavin.fox@ampf.com

502.412.4050

Qualifications

  • Joined Encore Wealth Management Group in 2018
  • Bellarmine University, Louisville, KY; B.S. in Accounting

Roles & Responsibilities

  • Client Service
  • Facilitate client trades
Andrew Jones MBA

Andrew Jones MBA

Paraplanner
More about me...

Contact

andrew.jones@ampf.com

502.412.4050

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
T. Greg Clark

T. Greg Clark

Business Development Director
More about me...

Contact

thomas.clark@ampf.com

502.412.4050

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
Laura Lewis

Laura Lewis

Practice Manager
More about me...

Contact

laura.s.lewis@ampf.com

502.412.4050

Qualifications

  • Joined Encore Wealth Management Group in 1997
  • Notary Public in Jefferson County, KY

Roles & Responsibilities

  • Office Systems & Workflow
  • Notary Public in Jefferson County, KY
Jenn Helander

Jenn Helander

Client Concierge
More about me...

Contact

jennifer.helander@ampf.com

502.412.4050

Qualifications

  • Joined Encore Wealth Management Group in 2016

Roles & Responsibilities

  • Office Reception
  • Appointment Scheduling
Juliana Higgason

Juliana Higgason

Client Service Specialist
More about me...

Contact

juliana.higgason@ampf.com

502.412.4050

Qualifications

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

Roles & Responsibilities

  • Client Service
Phillip Brown

Phillip Brown

Client Service Specialist
More about me...

Contact

phillip.brown@ampf.com

502.412.4050

Qualifications

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

Roles & Responsibilities

  • Client Service
Chelsea Donohue

Chelsea Donohue

Client Service Coordinator
More about me...

Contact

chelsea.donohue@ampf.com

502.412.4050

Qualifications

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

Roles & Responsibilities

  • Client Service
Emily Lewis

Emily Lewis

Intern
More about me...

Contact

emily.lewis@ampf.com

502.412.4050

Qualifications

  • Joined Encore Wealth Management Group in 2016
  • Pursuing M.S. as a Nurse Practitioner at Spalding University, Louisville, KY

Roles & Responsibilities

  • Office Reception
  • Social Media