A complete list of active advisors currently associated with PCM Encore, LLC

Warmer can help you find a great advisor at PCM Encore, LLC or one who fits your needs even better.

PCM Encore serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations and retirement plans, offering family office services, comprehensive wealth management, financial planning, retirement plan advisory and outsourced CIO engagements. Clients enter written advisory agreements and the firm provides discretionary portfolio management as well as consulting on held‑away assets and employer‑sponsored plans. The firm emphasizes diversified, long‑term portfolio construction and strategic asset allocation, favoring passive, low‑cost mutual funds and ETFs where the firm deems markets efficient and applying active managers selectively. PCM Encore integrates tax‑aware portfolio strategies (including Direct Indexing and tax‑loss harvesting where appropriate), uses independent managers and can recommend privately placed securities, exchange funds and private credit for qualified clients. PCM Encore is notable for its scale and affiliated offerings: ten advisers manage roughly $2.045 billion in discretionary AUM (an above‑average AUM per adviser) and the firm operates multiple offices. The firm discloses affiliated entities—including PCM Kinect, a real‑assets investment manager that sources institutional‑quality real estate opportunities, and PCM Tax, a tax advisory and filing platform launched in October 2025—and treats client participation in affiliated investment or tax services as voluntary while disclosing the resulting conflicts of interest.

To learn more about the advisors currently working at PCM Encore, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse PCM Encore, LLC's office locations.

Name	Location	Years of experience
Kyle Boucher	Aspen, CO	8
Kate Brunori	Tampa, FL	8
James Ek	Woburn, MA	10
John Gavin III	Midlothian, VA	21
Joseph Hendrickson	Folsom, CA	0
Daric Olson	Denver, CO	11
Michael Paulus	Aspen, CO	2
Samuel Rice	Bellevue, WA	2
Logan Stelzner	Aspen, CO	8
Alixandria Tucci	Charlotte, NC	11

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