Matthew Yarbrough is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Encompass Wealth Advisors, LLC since 2018 and previously spent three years at RVK, Inc. Matthew is based in Portland, OR. Encompass Wealth Advisors serves individual clients, including high-net-worth households, as well as retirement plans, trusts, estates, charities, and business entities. The firm offers comprehensive financial planning and wealth management services, implementing tailored investment plans through a mix of mutual funds, individual equities, ETFs, independent managers, and other securities while employing both fundamental and technical analysis.

Mary Minshall is a financial advisor at Encompass Wealth Advisors, LLC in Portland, OR, holding a Series 66 designation with 26 years of industry experience. She has been with Encompass Wealth Advisors and Purshe Kaplan Sterling Investments since 2014. In addition to her advisory role, she is a commissioned notary public, providing document notarization services to clients. Encompass Wealth Advisors serves individual clients, including high-net-worth households, as well as retirement plans, trusts, estates, charities, and business entities. The firm offers comprehensive financial planning and wealth management, implementing tailored investment plans with ongoing monitoring and utilizing a mix of mutual funds, individual securities, independent managers, and select held-away assets.

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.