Our People Our Pledge To You You can trust Encompass Advisors to always be there when you need us, answering your questions and working with you in pursuit of your goals. Since service is what we sell, you can count on us to:Treat you with respect, honesty, and integrityWork as your financial coach, always putting your interests firstEducate you to ensure that you are comfortable with each of our recommendationsStrive to exceed your expectations at every level of the relationship Gary Castine, CFP® 585-248-3967 585-383-9035 firstname.lastname@example.org Gary Castine is a CERTIFIED FINANCIAL PLANNER™ Practitioner who provides independent financial planning services to individuals and families who seek confidence today and a brighter financial future tomorrow. In addition, Gary will make recommendations to clients on tax issues, life insurance, long-term care insurance, education planning (including FASFA preparation), retirement planning, and estate planning. Gary has over 20 year's experience working in various financial and administrative positions. He also provides personal tax preparation services. Brendan Jeffery 585-248-3967 585-383-9035 Brendan Jeffery is responsible for investment analysis, portfolio management, and risk assessment. Brendan is an insurance professional licensed by the New York State Insurance Department. Brendan's specialty is in equity review, selection, and monitoring. Brendan's philosophy of investing is tailored to the individual, and his asset allocation style may include the use of stocks, bonds, indexes, mutual funds, exchange-traded funds, real estate, and options when appropriate. Depending on the individual, the philosophy may be strategic or tactical. Brendan has over 20 years of experience as a financial services professional.