PCM Encore, LLC

Kyle Boucher is a CFP® with eight years of industry experience, currently serving as an advisor at PCM Encore, LLC. His career includes roles at Morgan Stanley, Fidelity Investments, and Charles Schwab & Co., Inc. He has a background spanning wealth management and financial services across multiple firms. PCM Encore serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering comprehensive wealth management, family office services, and outsourced CIO engagements. The firm emphasizes diversified, long-term portfolio construction with a focus on low-cost passive investments and selective active management, integrating tax-aware strategies and independent managers for qualified clients.

John Gavin III is a financial advisor at PCM Encore, LLC with 21 years of industry experience. His prior roles include positions at Fisher Investments, NYLIFE Distributors, and Nuveen Investments. PCM Encore serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with diversified, long-term portfolio construction and strategic asset allocation, combining passive and selective active management along with tax-aware strategies. The firm manages approximately $2.045 billion in discretionary assets across ten advisors and offers family office services, comprehensive wealth management, and outsourced CIO engagements.

Kate Brunori is a financial advisor at PCM Encore, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining PCM Encore, she worked at Fisher Investments for one year and spent seven years at Lincoln Financial Distributors. PCM Encore provides wealth management and advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes diversified, long-term portfolio construction using both passive and active strategies, incorporates tax-aware portfolio techniques, and manages over $2 billion in discretionary assets across a team of ten advisors.

Daric Olson is a financial advisor at PCM Encore, LLC in Denver, CO, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Advisors Asset Management, Inc., Members Trust Company, Nuveen Asset Management, LLC, Russell Investments, and Invesco Advisers, Inc. PCM Encore serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering family office services, comprehensive wealth management, financial planning, retirement plan advisory, and outsourced CIO engagements. The firm focuses on diversified, long-term portfolio construction and strategic asset allocation, combining passive, low-cost funds with selective active management and tax-aware strategies.

Joseph Hendrickson is a CFP® professional at PCM Encore, LLC with one year of industry experience. He previously worked at Berkshire Partners LLC, RSM US LLP, Apercen Partners LLC, and California Polytechnic State University. PCM Encore serves a range of clients including high-net-worth individuals, trusts, estates, charitable organizations, corporations, and retirement plans with services such as family office support, wealth management, financial planning, and outsourced CIO engagements. The firm focuses on diversified, long-term portfolio construction, combining passive and active investment strategies with tax-aware approaches, and manages approximately $2.045 billion in discretionary assets across ten advisers.

Alixandria Tucci is a CFP® professional with 11 years of industry experience. She currently works at PCM Encore, LLC and has previously been associated with firms including Vanguard, Facet Wealth, and Q3 Advisors. Outside of financial advising, she operated Queen City Pet Sitting for six years. PCM Encore serves a range of clients including individuals, trusts, and charitable organizations, providing family office services, wealth management, and outsourced CIO engagements. The firm focuses on diversified, long-term portfolio strategies with an emphasis on tax-aware investing and selectively applying active management.

Logan Stelzner is a financial advisor at PCM Encore, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Empower and GWFS Equities. PCM Encore serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a range of services including family office, comprehensive wealth management, and outsourced CIO engagements. The firm emphasizes diversified, long-term portfolio construction with a focus on passive, low-cost investments, tax-aware strategies, and selectively applied active management.

Samuel Rice is a Series 65-licensed financial advisor with PCM Encore, LLC in Bellevue, WA. He has two years of industry experience, including eight years at Assurance IQ before joining PCM Encore. PCM Encore serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with comprehensive wealth management, family office services, and outsourced CIO engagements. The firm focuses on diversified, long-term portfolio construction using a mix of passive and active investment strategies and integrates tax-aware approaches such as Direct Indexing and tax-loss harvesting.

James Ek is a financial advisor with PCM Encore, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Empower, GWFS Equities, Inc., Citizens Securities, Inc., and Natixis Investment Managers. PCM Encore serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering family office services, comprehensive wealth management, and outsourced CIO engagements. The firm focuses on diversified, long-term portfolio construction using passive investment strategies where appropriate, integrated with tax-aware approaches and selective use of active management.

Michael Paulus is a financial advisor at PCM Encore, LLC in Aspen, CO, holding a Series 65 credential with two years of industry experience. He has been involved with PCM Encore since 2024 and concurrently participates as a board member of Ontra, a software and legal services provider to private equity groups. Paulus is also a partner at PCM Growth, a private investment company, where he assists in investment decisions and portfolio company development. PCM Encore serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides family office services, comprehensive wealth management, and discretionary portfolio management with an emphasis on diversified, long-term portfolio construction and tax-aware strategies.