Team

Kate Marvel

Financial Planner

(317) 570-1800

kate.marvel@yourcompletecircle.com

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, 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...

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Amber Johnson FPQP®

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...

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Dannelle Ratliff FPQP®

Client Services Specialist

317-570-1800

dannelle.ratliff@yourcompletecircle.com

Hi, my name is Dannelle Ratliff. I started my financial career in 2014 as a personal banker and grew from there, taking a break for a couple years becoming a mom and getting back into a financial career with Kate. I enjoy being with my...
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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...
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