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Charting Your Course, Together. 

Your goals, our expertise, shared success.

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Our Advisors
We're Ready to Assist You

We're Midwesterners at heart. Hard work runs through our veins, humility keeps us grounded, and kindness fuels our interactions. We treat our clients like our friends.

Why are we different? We bring our whole selves to the table. Each person on our team is a puzzle piece, with unique skills and values that make us stronger. We respect those differences, because we know that's what makes us sharper, faster, and better at serving you.

At the end of the day, it's not just about what we do, it's about who we are. Each of us is invested in your success, and we pour our hearts into finding the perfect solution for every need.

Melissa Machlitt Headshot

Melissa Machlitt

Core ValueLearning

Stephanie Johnson Headshot

Stephanie Johnson

Core ValuePersonal Growth

Tyler Armstrong Headshot

Tyler Armstrong

Core ValueBuilding

Al Johnson Headshot

Al Johnson

Core ValueInnovation

Dan Erdhman Headshot

Dan Erdmann

Core ValuePositivity

Melissa Machlitt Headshot

Melissa Machlitt

Core ValueLearning

Stephanie Johnson Headshot

Stephanie Johnson

Core ValuePersonal Growth

Tyler Armstrong Headshot

Tyler Armstrong

Core ValueBuilding

Al Johnson Headshot

Al Johnson

Core ValueInnovation

Dan Erdhman Headshot

Dan Erdmann

Core ValuePositivity

Welcome! 

Welcome! 

We are excited to welcome Steve Haagenson, Jed Lund, Peter Haagenson, Jake Fleming and Delia Anderson to the Encore team.  While we have been working in the same location since 2018, we have officially joined forces under the Encore brand. Cheers to an even stronger team together! 

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.

Financial Planning

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Investing

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Retirement

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Who We Serve<br/><sup>We proudly serve individuals and families in every stage of life.<br/></sup>

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.

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Who We Serve<br/><sup>We proudly serve individuals and families in every stage of life.</sup><br/>

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.

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Who We Serve<br/><sup>We proudly serve individuals and families in every stage of life.</sup><br/>

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...

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Who We Serve<sup><br/></sup>

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.

Learn More
Who We Serve<br/>

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.

Learn More
Who We Serve<br/>

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.

Learn More

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