Team

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...

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...

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...

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...