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...

Hi, I'm Dylan Morris. I graduated from Purdue University with a degree in Finance and minors in Accounting and Real Estate Finance, and I also hold a Financial Planning Certificate from the Boston Institute of Finance. I’m currently...

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...

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...