Team
How We Work
Our firm specializes in helping individuals develop sound investment strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
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*
Mariner Advisor Network*
Managing Partner & Chief Investment Officer
Tim Baumert
Mariner Advisor Network*
Mariner Advisor Network*
Managing Consultant, Independent Portfolio Management and Consulting, Mariner
Chris McLeod, AIF®
Mariner Advisor Network*
Mariner Advisor Network*
Vice President, Trading Operations Administrator
*The Mariner associates listed are not employees of Encore Capital Management or LPL Financial. For more information visit: marineradvisornetwork.com