Kate Marvel

Financial Planner

(317) 570-1800

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...

Read more

Cornelius "Connie" Martin

Office Manager

(317) 570-1800

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...

Read more

Julia Wimmer

Administrative Assistant

Julia spent her 35+ year career in medical sales and customer success working for three corporate leaders in their specialized markets. Julia and her husband have been married for 38 years with two grown and married children. They have...
Read more

Abby the Dog

Director of First Impressions and Chief Comfort Officer