Encompass Wealth Advisors, LLC

Matthew Yarbrough is a CFP® professional with seven years of industry experience, currently serving as an advisor at Encompass Wealth Advisors, LLC since 2018. Prior to joining Encompass, he worked at RVK, Inc for three years. Encompass Wealth Advisors, LLC is an SEC-registered investment adviser that provides financial planning, consulting, and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a tailored investment approach combining mutual funds, individual securities, and Independent Managers, with ongoing monitoring and quarterly reviews.

Mary Minshall is a financial advisor with Encompass Wealth Advisors, LLC in Portland, OR, holding a Series 66 credential and 25 years of industry experience. She has worked at Encompass Wealth Advisors and Purshe Kaplan Sterling Investments since 2014. In addition to her advisory role, she serves as a notary public, providing client document notarization. Encompass Wealth Advisors is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning and wealth management services, employing tailored investment strategies that include mutual funds, individual securities, and Independent Managers, with ongoing portfolio monitoring and quarterly reviews.

Colin Williams is a CFP® professional with over 21 years of industry experience. He is affiliated with Encompass Wealth Advisors, LLC and Purshe Kaplan Sterling Investments, where he has worked since 2014 and 2017 respectively. Outside of his advisory roles, Williams serves as president and director of the Cornell Star & Crescent Foundation, a college literary nonprofit. Encompass Wealth Advisors, LLC is an SEC-registered investment adviser that provides financial planning, consulting, and wealth management services to a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs a tailored investment approach utilizing mutual funds, individual securities, and Independent Managers, conducting regular account reviews and ongoing manager oversight.

Matthew Presjak is a financial advisor at Encompass Wealth Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Encompass Wealth Advisors and Purshe Kaplan Sterling Investments, Inc. since 2014. In addition to his advisory role, he assists clients with insurance needs as a licensed insurance agent. Encompass Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, consulting, and wealth management, employing tailored investment plans that include mutual funds, individual securities, and Independent Managers, with ongoing monitoring and quarterly account reviews.