Expert Advisors for Your Financial Growth
Encompass Financial Services: Your Trusted Partner in Financial Success
Encompass Financial Services: Guiding You Towards Financial Success
At Encompass Financial Services, we offer personalized financial advice to meet your needs. Our certified advisors use the latest technologies to help you achieve your financial goals. Located in San Diego, we are committed to your financial success.
Our Team
Trust our seasoned financial experts to provide personalized strategies for your financial success and future security.
Todd Wiersum
CPA, CFP Owner
Devoted to tax efficiency and comprehensive financial planning.
Colton Wiersum
Enrolled Agent Tax Preparer
Focused on empowering clients through tax preparation and planning.
Sherry Mcdonald
Senior Tax Preparer
Dedicated to fostering long-term financial stability for clients.
Ayla Shakoori
Assistant Tax Preparer
Guiding clients through complex financial landscapes.
William Hartsock
Tax Attorney Auditor
Guiding clients through complex legal landscapes with expert precision.
Kevin Mc Laughlin
Attorney & Estate Planner
Devoted to detailed estate planning and client prosperity.
Karen Bustillo
Office Manager
Dedicated to fostering long-term financial stability for clients.
Mindy Larson
Real Estate Specialist
Focused on selling your home through strategic marketing.