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ABOUT OUR MISSION

[ Who We Are ]Beyond Traditional Finance – 
A New Era of Wealth Strategy.

Our team is dedicated to providing a high level of service rooted in trust and integrity. We aim to free up your time so you can focus on what matters most: your family, your career, and your life. We believe in a holistic approach to wealth management that goes beyond transactions and focuses on building meaningful relationships with our clients.

EXPLORE

Understand your goals, constraints, and edge cases.

MODEL

Map data to scenarios and pressure-test outcomes.

ALIGN

Deliver clear, actionable strategies built around you.

EXECUTE

We implement, measure, and iterate with you.

Who You Work With Matters

Who You Work With Matters

No two investors are alike. Every client we work with has unique goals, and no two strategies to reach those goals are identical. Whether you are at the beginning of your investment journey or reimagining retirement, it is our mission to serve with integrity. We strive to empower clients to take charge of their financial futures.

We're a Team
Of Problem Solvers

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We’re proud of our team and the many clients they’ve helped. Our team is composed of industry professionals with decades of combined experience, always listening and learning to better serve you.

Ara Mekhitarian, CFP®, CIMA®

Managing Partner / Co-Founder

818-572-0990

ara@encorecapitalmgmt.com

Languages Spoken: English, Armenian

As the Managing Partner and Co-Founder of Encore Capital Management, Ara Mekhitarian is passionate about helping clients not only manage their finances, but define and pursue their goals. Through a long-term investment approach, Ara helps clients build and implement strategies focused on developing wealth that outlasts their lifetime. His specialty is working with retirees, medical professionals, and small business owners. Ara’s mission is to provide personalized and timely financial guidance with the highest level of service.

Ara began his journey with financial services in 1999 with Wells Fargo, eventually becoming a Regional Bank Private Banker assisting affluent clients with wealth management. In 2011, guided by a desire to play more of an integral role with investment management, he became a Financial Advisor.

Ara holds a Bachelor of Science degree in Business Administration from California State University, Fresno. He is also a graduate of UCLA Extension's Personal Financial Planning program and a CERTIFIED FINANCIAL PLANNER® professional. The CFP® certification is widely considered the gold standard in financial planning. In 2015, Ara further expanded his financial credentials and obtained a Certified Investment Management Analyst (CIMA®) designation. For this certification, he successfully completed the CIMA® executive education program at Wharton School of Business at the University of Pennsylvania. He is also a current member of the Investments & Wealth Institute.

Driven by a need to offer an enhanced client experience and dynamic solutions across products and platforms, in May 2022 Ara and his business partner Leonardo Aguilar left Wells Fargo to join LPL Financial and found their independent practice, Encore Capital Management.

Ara resides in Glendale and stays involved with the local community. Away from the office, Ara enjoys strength training, golf, and travel.

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*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and  CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Leonardo Aguilar, CIMA®

Managing Partner / Co-Founder

818-572-0990

leo@encorecapitalmgmt.com

Languages Spoken: English, Spanish

With more than 20 years of experience as a Financial Advisor, and 30 years in the financial industry; Leonardo Aguilar is dedicated to helping his clients pursue their financial needs through a customized and holistic approach. He believes that everyone's financial situation is unique, and therefore deserves personalized services tailored to their current lifestyle – and hopes for their future. He works collaboratively with his clients to explore their full financial outlook, specializing in retirement planning and wealth management. Leonardo also enjoys working with individuals, trusts, charitable organizations, and businesses.

Leonardo began his journey with Great Western Financial Securities in 1990. As the years progressed, he transitioned into an advisory role at Wells Fargo where he was recognized as a Premier Advisor (2012-2016), a distinction reserved for the firm's top Financial Advisors based on business production, completion of educational components, and professionalism.

With a desire to offer an enhanced client experience and dynamic solutions across products and platforms, in May 2022 Leonardo and his business partner Ara Mekhitarian left Wells Fargo to join LPL Financial and found their independent practice, Encore Capital Management.

Leonardo graduated from the University of California, Santa Barbara with a BA in Economics and worked with Washington Mutual Financial Services for 15 years before joining Wells Fargo. In 2015, he continued expanding his financial credentials by obtaining a Certified Investment Management Analyst (CIMA®)  designation. For this certification, he successfully completed the CIMA® executive education program at the esteemed Wharton School of Business at the University of Pennsylvania.

Residing in Temple City, California, in his free time he enjoys golf, exercising, and spending time with his family.

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Chayanne Moor

Administrative Associate

408-430-2446

chayanne@encorecapitalmgmt.com

Chayanne earned her Bachelor of Arts degree from American Military University and began her career in healthcare recruitment, where she developed strong communication skills and a passion for guiding individuals through important life transitions. She later brought that experience into the financial services industry, where her focus on precision, organization, and client care continues to shine.

As an Administrative Associate, Chayanne is known for her professionalism, warmth, and attention to detail. With a focus on clear communication and reliable follow-through, she helps create an organized and seamless experience for clients.

Outside of the office, Chayanne enjoys spending time with her husband and children, traveling, and staying active through running.

*Not registered with LPL Financial

Deanna Parra

Administrative Associate

408-493-2133

deanna@encorecapitalmgmt.com

With over two decades of experience in the financial services industry, Deanna is dedicated to delivering exceptional service and building lasting relationships with our clients. A native of New York, she relocated to California to pursue a Bachelor of Arts in Social Science at Chapman University. She later earned her MBA and has since held key roles at prominent firms such as Franklin Templeton Investments and Ameriprise Financial.

Outside of work, Deanna enjoys staying active through hiking, triathlon racing, and paddle-boarding. She also loves traveling and spending quality time with her family and two dogs.

*Not registered with LPL Financial

Additional Support

Portfolio Managing and Consulting

At Encore Capital Management, we utilize the expertise and resources of Mariner’s portfolio consulting team to build custom portfolios tailored to the unique financial objectives of our clients. By leveraging the thought leadership and diverse resources of this experienced team, we enhance our portfolio construction and investment selection process. This collaboration allows us to focus more on what matters most—serving you, our valued clients.

Jeremy Olen, CFA®
Mariner Advisor Network*

Managing Partner & Chief Investment Officer

650-445-0476

jeremy.olen@marineradvisornetwork.com

As a Managing Partner of Mariner Advisor Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting Encore Capital Management in how to best leverage investment tools, strategy, and technology to support the practice. Jeremy’s prior experience includes the establishment and management of a natural resource hedge fund, Stowe Partners LLC, has published two indices and launched two ETFs. In addition, Jeremy developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios.


Jeremy lives in Sacramento, and in his free time loves nothing more than spending time with family and hitting the slopes.

Chris McLeod, AIF®
Mariner Advisor Network*

Vice President, Trading Operations Administrator

650-445-0455

chris.mcleod@marineradvisornetwork.com

In his role as Vice President, Trading Operations Administrator on The Network’s Portfolio Consulting team, Chris offers trading and investment support for Encore Capital Management. As a key administrative resource, Chris is responsible for entering trades at the direction of Encore Capital Management, as well as general portfolio administration. Additionally, he specializes in providing trade reconciliation and research support to the team.


Prior to joining The Network, Chris spent 9 years at State Street Bank where he worked extensively on the Money Market and Fixed Income Team. Responsible for managing a group of analysts, the department was responsible for valuing over 180 funds daily.


Chris lives in the Sacramento area surrounded by the women in his life including his wife and their combined three daughters. In his free time, Chris enjoys catching pretty much any Bay Area sporting event and is an avid Giants, Warriors, and 49ers fan!

Tim Baumert
Mariner Advisor Network*

Managing Consultant, Independent Portfolio Management and Consulting, Mariner

650-273-4942

tim.baumert@mariner.com

Tim is a managing consultant of independent portfolio management and consulting at Mariner. His team-centered approach to his role is aimed at boosting productivity and delivering the highest level of service to advisors and their clients. His goal is to consistently refine and improve the investing experience.
Tim has spent nearly three decades in the financial services industry, including serving as an investment officer with two public pension funds. His history with portfolio management and trading and project management across industrial channels further deepens his breadth of expertise.
Tim’s interests include playing basketball, fishing with his brothers and spending time with his family and Labrador retriever.

Zachary Catterlin
Mariner Advisor Network*

Research Coordinator

650-459-1127

zachary.catterlin@marineradvisornetwork.com

Zachary began his career with Mariner Advisor Networkin June 2020. His drive, coupled with a capacity for problem-solving, make him an ideal fit for the team. In his role as Research Coordinator, Zach provides Encore Capital Management with trading, research, and reporting support. Zachary is currently pursuing a degree in business administration and finance at California State University, Sacramento.


Zachary was born and raised in Carmichael, California. In his free time, he enjoys cars, sports, and being with his family and friends.

[ Contact Us ]Let’s Start Planning
For Where You Want To Be

Ready to have a meaningful conversation about your goals? An introductory phone call is a great way to start getting to know each other.

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