Team

Kate Marvel

Financial Planner

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

Office Manager, Retired

(317) 570-1800

Connie.martin@yourcompletecircle.com

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...

Amber Johnson

Operations Manager

317-750-1252

amber.johnson@yourcompletecircle.com

Amber Johnson first started at Encircle Financial Strategies in 2006. Leaving to pursue a very successful cosmetology career, she ultimately became Executive Director running a cosmetology school. Ready to return to a...

Christy Garner

Communications Specialist

317-570-1800

christy.garner@yourcompletecircle.com

Dannelle Ratliff

Client Services Specialist

317-570-1800

dannelle.ratliff@yourcompletecircle.com

Dylan Morris

Associate Financial Planner

dylan.morris@yourcompletecircle.com

Hi, I'm Dylan Morris. I am a Senior at Purdue University studying Finance with a minor in Accounting and Real Estate Finance. I am working toward becoming a Certified Financial Planner as well. In my free time, I enjoy spending time...

Pamela Lowe

Office Manager

317-570-1800

pamela.lowe@yourcompletecircle.com

Hi! My name is Pamela (Pam) Lowe. I bring to Encircle Financial Strategies a broad background of 25 years in the financial industry covering mutual funds, retirement plans, 529s, banking and charitable giving accounts. I have a passion...