Our Advisors
Here to Help When You Need Us
We're Midwesterners at heart—hardworking, humble, and always ready to lend a hand. We treat our clients like friends because, to us, relationships matter.
What makes us different? We bring together our knowledge, perspectives, and passion for what we do. Each team member has unique strengths that make us sharper, more adaptable, and better at serving you. We respect those differences because they make us stronger together.
At the end of the day, it's not just about the work—it’s about the people. We’re invested in your success and committed to finding solutions that truly fit your needs.
Stephanie Johnson
Core ValuePersonal Growth
Tyler Armstrong
Core ValueBuilding
Melissa Machlitt
Core ValueLearning
Steve Haagenson
Core ValuePeace of Mind
Jed Lund
Core ValueStrategic
Peter Haagenson
Core ValueService
Jake Fleming
Core ValueDetermination
Krystine Berens
Core ValueCommitment
Al Johnson
Core ValueInnovation
Dan Erdmann
Core ValuePositivity
Stephanie Johnson
Core ValuePersonal Growth
Tyler Armstrong
Core ValueBuilding
Melissa Machlitt
Core ValueLearning
Steve Haagenson
Core ValuePeace of Mind
Jed Lund
Core ValueStrategic
Peter Haagenson
Core ValueService
Jake Fleming
Core ValueDetermination
Krystine Berens
Core ValueCommitment
Al Johnson
Core ValueInnovation
Dan Erdmann
Core ValuePositivity
Welcome Joan Gilles
We’re excited to welcome Joan and her clients to our firm this May! Joan has spent years building trusted relationships through thoughtful guidance and genuine care, and we are honored to continue that experience with her as she continues serving you and your financial goals.
Joan.Gilles@EncoreFA.com
Direct: (651) 274-5424
Office: (763) 568-7800
Best of Plymouth Winner 2025
We're honored to be recognized as the Best Financial Services in the West Metro by Best of Plymouth Magazine!
What makes this award so meaningful is that it's determined entirely by the community - readers nominate and vote for their favorite local businesses through an annual poll. Each ballot is submitted to local residents who care deeply about the businesses that make Plymouth thrive. To be selected as a winner among so many outstanding organizations is a privilege, and we're grateful for the trust and support of our clients and neighbors.
The Best of Plymouth award issued by Plymouth Magazine in 6/2/2025 based on voting in the month of January 2025 was awarded in the Best Financial Services category. The financial professional applied for the recognition. Finalists and award winners were selected based on community and readership online voting. 3 firms were selected as finalists with 1 winner being selected. No fee was paid for the nomination or receipt of the award; however the financial professional did pay to advertise the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Services
How Can We Help You?
We understand that most people aren’t excited to talk about things like budgeting, diversification, or taxes. Our team is here to simplify the concepts, identify those aspects that apply to you, and do the heavy lifting when implementing your plan.
Who We Serve
We proudly serve individuals and families in every stage of life.
EARLY ACCUMULATOR
20's, 30's and 40's
It's the little decisions you make now that can make a big difference for your future.
Who We Serve
We proudly serve individuals and families in every stage of life.
EVOLVING RETIREE
50's and early 60's
With retirement just around the corner, it's important to see if you are on track and make adjustments where needed.
Who We Serve
We proudly serve individuals and families in every stage of life.
RETIREE
60's and beyond
Financial planning is even more important in your retirement years...
Who We Serve
Whether you're just starting out in your twenties, hitting your stride in your forties, or gearing up for your biggest Encore in retirement, we've got a team of advisors ready to guide you on your journey. If you want financial security but aren't quite sure how to get there, we're here to help.
Who We Serve
Whether you're just starting out in your twenties, hitting your stride in your forties, or gearing up for your biggest Encore in retirement, we've got a team of advisors ready to guide you on your journey. If you want financial security but aren't quite sure how to get there, we're here to help.
Who We Serve
Whether you're just starting out in your twenties, hitting your stride in your forties, or gearing up for your biggest Encore in retirement, we've got a team of advisors ready to guide you on your journey. If you want financial security but aren't quite sure how to get there, we're here to help.
