Jon Randolph Green is President, Founder, and Financial Advisor at Encompass Advisors. With decades of experience in Wall Street banking, accounting, law, and as a CERTIFIED FINANCIAL PLANNERTM professional, Jon is passionate about calculations, analysis, and helping individuals and families make their money work harder.
A native of Washington, DC, Jon received a Bachelor of Science degree in Accounting (magna cum laude) from the University of Maryland, and a Master of Business Administration in Finance (summa cum laude) from Indiana University. He also earned a Doctor of Jurisprudence Law Degree (cum laude) from the University of Notre Dame Law School. Jon is a member of the Bar of the State of Indiana, the American Institute of Certified Public Accounts (AICPA), the AICPA Personal Financial Planning section, and the National Association of Personal Financial Advisors (NAPFA).
Jon began his career with Arthur Andersen, and then became Treasurer of the National Academy of Public Administration. He held senior management positions in New York City at a NYSE financial services firm where he focused on public and private IPOs, mergers, acquisitions, and recapitalizations. He also advised several banks (including Barclays Bank, Dai Ichi Bank, and the Industrial Bank of Japan) on how best to structure credit facilities in security offerings. Other senior management positions held by Jon include: President and CEO of Applied Earth Technologies, Managing Director of International Equisource Ltd. (an advisor to international investors), and CFO of an energy company listed on the American Stock Exchange.
As a financial advisor, Jon is passionate about sharing his insight and expertise to help clients make the best financial decisions possible. After decades in the financial services industry, he’s learned that financial peace of mind comes from knowing what to prepare for, how, and when.
When not in the office, Jon enjoys spending time with his wife, their African gray parrot, and their two dogs. They love hiking in the mountains, marveling at the natural beauty of western North Carolina, and gardening. Jon also dedicates his time and expertise to Brother Wolf, a local animal rescue shelter.
Stephanie Platt is Client Service Manager at Encompass Advisors. With more than 25 years of experience in the financial services industry, she focuses on providing operational, administrative, and account maintenance services.
Interested in Finance at an early age, Stephanie earned a Bachelor of Business Administration in both Finance and Economics. Prior to joining Encompass Advisors, she accrued extensive experience in the industry through a variety of leadership positions. Stephanie assisted top producers with sales and marketing at Dean Witter Reynolds, led the Product Division at Vestax Corporation, helped develop an RIA firm specializing in money management strategies, and created a group annuity platform for 401k plans. She was also the Regional Sales Manager of an insurance marketing organization and Director of Sales and Product Development for a mid-size broker dealer. Stephanie is series 6, series 7, and Life Insurance licensed.
With a strong work ethic and an attentive approach, Stephanie ensures that clients’ needs are met with care and detail. Her ability to maintain effective client relationships is rooted in her broad industry experience and her passion for providing premium service.
Outside of work, Stephanie enjoys camping with her husband and three children, as well as quilting, embroidery, and reading.
Lisa Valentine is Systems Manager at Encompass Advisors. With more than 18 years of experience in the financial services and investment management industries, she focuses on software and database systems integration, as well as client portfolio performance reporting and analysis.
A graduate of Middle Tennessee State University with a bachelor of science degree (magna cum laude), Lisa began her career as a Margin Trading Specialist with J.C. Bradford, a Nashville-based investment banking and brokerage firm. Prior to joining Encompass Advisors, Lisa was a Portfolio Operations Manager for a wealth management firm providing services and operational support for affiliated Registered Investment Advisors.
With a keen attention to detail and a passion for problem-solving, Lisa specializes in database systems optimization and process documentation for investment management firms across the country. Always eager to embrace a new challenge, she has managed multiple software and database conversions and implementations throughout her career.