Team

Kate Marvel

Financial Planner

(317) 570-1800

[email protected]

Kate Marvel has been in the financial services industry for over 30 years. Kate has a Bachelor’s degree in finance and a Master’s of Business Administration from Indiana University. She also has the Chartered Financial...

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Cornelius "Connie" Martin

Office Manager

(317) 570-1800

[email protected]

Cornelius (Connie) Martin is the office manager for Encircle Financial Strategies. He and Kate have been married since 2007. He joined Encircle shortly before their marriage. He’s a 35-year veteran of the banking industry. He...

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Teresa Rambo

Administrative Assistant

(317) 570-1800

[email protected]

Teresa Rambo joined Encircle Financial Strategies in 2014. Teresa performs administrative tasks for Kate such as verifying appointments, gathering statements from client for assets held outside of Encircle Financial and preparing...

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Mary Ryan

Administrative Assistant

(317) 570-1800

[email protected]

Mary Ryan joined Encircle Financial Strategies in 2017 after retiring from Johnson Controls in 2016. She has a wealth of experience in Project Management, budgeting, scheduling and compliance. Mary performs special project activities...

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Abby the Dog

Director of First Impressions and Chief Comfort Officer