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Encompass Financial Partners

Meet Your Financial Mentors

Hand-picked for integrity, empathy, and business acumen. We see this opportunity as a lifelong relationship, and we start by listening.

The Team Behind Every Plan

Your mentors don’t work alone. Behind every plan stands a full bench of planning, wealth management, insurance, and operations specialists, so nothing gets siloed and nothing falls through the cracks.

Direct Support

Independent support working directly with the founding partners.

  • Veronica DeStefanoVirtual Assistant
  • Meg ArgentoScheduling · Pargon Planners
  • Pargon PlannersBack-Office Support

Planning & Wealth Management

Specialists via Vista Wealth Solutions, our general agent platform.

  • Jake RitterFinancial Planning
  • Emma LytleParaplanning
  • Joseph AyersParaplanning
  • David WeismanWealth Management
  • Owen EvansWealth Management

Insurance & Retirement

Product specialists via Vista Wealth Solutions.

  • Nick FilippiniLife Insurance
  • Zack GolenRetirement & Qualified Plans
  • Alicia VivenzioDisability Income

New Business & Infrastructure

Processing and practice support via Vista Wealth Solutions.

  • Vista SET TeamNew Business Processing
  • Safwan MattarIT Support
  • Sarah HaltemanPractice Development

Vista Wealth Solutions is the general agent platform supporting Encompass Financial Partners; its specialists and Pargon Planners provide services to the firm and are not employees of Encompass Financial Partners.