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

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

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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Matthew Durst

Matthew Durst

Operations Specialist

Qualifications

  • Joined Encore Wealth Management Group in 2019
  • MBA with concentraion in Entrepreneurialship at the University of Louisville
  • B.A. in Political Science at the University of Kentucky

Roles & Responsibilities

  • Client Service
  • Financial Advisory Services
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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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