Your goals, our expertise, shared success.
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.
Core ValuePersonal Growth
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!
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.
It's the little decisions you make now that can make a big difference for your future.
With retirement just around the corner, it's important to see if you are on track and make adjustments where needed.
Financial planning is even more important in your retirement years...
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.