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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

David K. Brown

Registered Principal, LPL Financial

707-578-5123

707-571-0214

david@encorewm.com

David has served individuals and families in the Sonoma County area, and beyond, achieve their financial goals for nearly 30 years. He is a Certified Financial Planner® and a member of the Redwood Empire Estate Planning Council...

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Andrew D'Addio

Director, Practice Management Implementation

Andrew joined The Wealth Consulting Group in September of 2015 as a Practice Management and Integration Director. Andrew is a seasoned practice management and business development professional with more than 25 years of industry...

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Matthew Pierce, CFA®

Director of Research and Trading

Matthew joined WCG in August of 2010 and has served as the Vice President of Research and Trading since 2016. Matt’s primary role is the management of the firm’s investment department charged with preparing the research and...

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Gabriel Adams, CFP®

Manager, Financial Planning

CA Insurance License #0K97692 Series 65 Securities License registered through WCG Wealth Advisors, LLC Gabriel (Gabe) is a member of The Wealth Consulting Group’s Advisor Resource Center (ARC) and he has obtained the CERTIFIED...

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Shelley Echeverria

Chief Compliance Officer

As an experienced Financial Advisor and Compliance Consultant with 17 years of industry experience, Shelley provides a comprehensive understanding of Compliance Rules and Regulation from both a Financial Advisors perspective as well as...
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Rosa Albor

Director of Operations

707-578-5123

707-571-0214

rosa@encorewm.com

Rosa has been working in the securities industry since 2004, she joined the Encore team in the summer of 2012. Click on Rosa's picture to learn more...

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Amanda Alves

Administrative Associate

7075785123

7075785123

amanda.alves@lpl.com

Amanda joined Encore Wealth Management and the Wealth Consulting Group as administrative assistant in 2020. Amanda has a genuine warmth and compassion for helping people and looks forward to building long-lasting relationships with our...
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Emma Bires

Client Services Associate

emma@encorewm.com

Prior to joining Dave’s team in 2019, Emma worked for Northwestern Mutual in Nashville, TN as an Associate Wealth Management Advisor. Emma is a registered assistant and holds her Series 7 and 63 securities registrations with LPL...
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