Advisors at this firm
Kyle B
CFP®, Series 63, Series 66
Aspen, CO
PCM Encore, LLC
Kyle Boucher is a CFP® with eight years of industry experience, currently serving as a financial advisor at PCM Encore, LLC. His prior roles include positions at Morgan Stanley, Fidelity Investments, and Charles Schwab & Co., Inc. before joining PCM Encore in 2025. PCM Encore provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and private-wealth/family-office clients. The firm follows a long-term investment approach grounded in Modern Portfolio Theory, emphasizing strategic asset allocation, diversification, and tax efficiency, with a preference for passive, low-cost funds and selective active management.
Jachin V
CFP®, ChFC®, Series 65
Dallas, TX
PCM Encore, LLC
Jachin Vercher is a CFP® and ChFC® with eight years of industry experience, currently serving as a financial advisor at PCM Encore, LLC. His prior experience includes roles at Dash Investments, Warwick Enterprises, and Fisher Investments. Outside of his advisory work, he is the owner of PNW Ecommerce LLC, a holding company for e-commerce businesses and real estate. PCM Encore provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and private-wealth clients. The firm emphasizes a long-term investment approach grounded in Modern Portfolio Theory, focusing on strategic asset allocation, diversification, and tax efficiency.
John G
Series 63, Series 65
Midlothian, VA
PCM Encore, LLC
John Gavin is a financial advisor at PCM Encore, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Fisher Investments, NYLIFE Distributors, and Nuveen Investments. Outside of his advisory role, he is involved with DHDA, LLC, a company that holds residential properties for rental income. PCM Encore provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and private-wealth clients. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory, strategic asset allocation, diversification, and tax efficiency, managing over $1.2 billion in discretionary assets across a concentrated client base.
Kate B
Series 63, Series 65
Tampa, FL
PCM Encore, LLC
Kate Brunori is a financial advisor at PCM Encore, LLC with eight years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Lincoln Financial Distributors and Fisher Investments. PCM Encore provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and private-wealth clients. The firm follows a long-term investment approach based on Modern Portfolio Theory, emphasizing strategic asset allocation, diversification, and tax efficiency, with a preference for passive, low-cost funds alongside selective active management.
Joseph H
CFP®
Folsom, CA
PCM Encore, LLC
Joseph Hendrickson is a CERTIFIED FINANCIAL PLANNER™ professional at PCM Encore, LLC with experience as part of a seven-advisor team based in Folsom, CA. PCM Encore provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charities, and business entities, including high-net-worth households. The firm applies Modern Portfolio Theory to construct tailored, long-term portfolios emphasizing asset allocation, diversification, and tax efficiency, using a mix of low-cost passive funds and selective active management.
Alixandria T
CFP®, Series 63, Series 65
Charlotte, NC
PCM Encore, LLC
Alixandria Tucci is a CFP® with 10 years of industry experience, currently serving as a financial advisor at PCM Encore, LLC. Her prior roles include positions at Q3 Advisors, LLC, Facet Wealth, and Vanguard. Outside of finance, she operated Queen City Pet Sitting for six years. PCM Encore, LLC provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and private-wealth clients. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory, strategic asset allocation, and tax efficiency, managing portfolios with a combination of passive funds, active managers, and private investments.
Samuel R
Series 65
Bellevue, WA
PCM Encore, LLC
Samuel Rice is a financial advisor with PCM Encore, LLC in Bellevue, WA, holding a Series 65 designation and one year of industry experience. Prior to joining PCM Encore, he worked at Assurance IQ for eight years and Allstate Insurance for one year. PCM Encore provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and private-wealth/family-office clients. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, emphasizing strategic asset allocation, diversification, and tax efficiency, with a focus on passive, low-cost funds and selective use of active managers.
Michael P
Series 65
Aspen, CO
PCM Encore, LLC
Michael Paulus is a financial advisor at PCM Encore, LLC with one year of industry experience. He holds a Series 65 designation and serves as a board member of Ontra, a software and legal services provider to private equity groups. Paulus is also involved as a partner at PCM Growth, a private investment company, and acts as co-trustee for the Paulus Family Irrevocable Trust. PCM Encore provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and private-wealth/family-office clients. The firm follows a long-term investment approach based on Modern Portfolio Theory, emphasizing strategic asset allocation, diversification, and tax efficiency, with a preference for passive, low-cost funds and selective use of active managers.