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Fulton Office Team

8161 Maple Lawn Blvd

Fulton

,

MD

20759

(301) 543-6012
fultonoffice-info@wealthenhancement.com
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Meet with us

About the Fulton Office Team

Using a team-based approach, we believe the needs of our clients are better met when we draw on the strengths and experiences of several professionals, rather than one individual advisor. We offer a comprehensive approach to meet our clients’ needs in financial planning, tax strategy, investment management, risk management, estate planning, and retirement income planning. We strive to exceed expectations with high-touch, personal service, and we’re uniquely positioned to help business owners with business succession planning and employee retirement plan consulting. 

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EMONEY CLIENT PORTAL

Advisory Team

Jon Giordani

CFA®
Senior Vice President, Financial Advisor
Fulton, MD

Bill Cannon

AIF®, OKA®, QKA®
Director, Retirement Plan Consulting
Fulton, MD

Robert H. Carson

Senior Vice President, Financial Advisor
Fulton, MD

Chris Dionot

J.D., PPC®
Senior Vice President, Financial Advisor
Fulton, MD

Robert B. Hewitt

AIF®, CEPA®, CFP®
Senior Vice President, Financial Advisor
Fulton, MD

Brian Kuhn

CFP®, CLU®, ChFEBC®
Senior Vice President, Financial Advisor
Fulton, MD

Jonathan Wienecke

CFP®
Senior Vice President, Financial Advisor
Fulton, MD

Joe Evans

CFP®
Vice President, Financial Advisor
Fulton, MD

Alex Dansberger

CFP®
Financial Advisor
Fulton, MD

Daniel Dupuy

CFP®
Financial Advisor
Fulton, MD

Client Service Team

Heather Calianno

Senior Investment Analyst
Fulton, MD

Zachary Haussler

Client Service Associate
Fulton, MD

Suzanne Hollinger

Client Service Associate
Fulton, MD

Merin Kuhn

Administrative Assistant
Fulton, MD
Tara Wheelton

Tara Mason

Client Service Associate
Fulton, MD

Kathleen Nolan

Client Service Manager
Fulton, MD

Malinda Russell

Client Service Associate
Fulton, MD

Andrew Thompson

Associate Financial Planner
Fulton, MD

Resources from our team

Topic
Topic
Blog

Spring Cleaning Amidst the Mess

I want to begin on a personal note. Recent months have seen us enter uncharted waters, personally and financially. While the nature of print publishing does not afford me the opportunity to speak directly to issues as they develop, I firmly believe that sound financial principles and taking a long-term view of your investments is the best route to meeting your financial goals.
5/4/2020
Blog

8 Financial Goals for the New Year

Creating a financial game plan for the new year is going to be unique to you, depending on your individual circumstances. But, if your New Year’s resolutions include getting your financial life back on track, you can use these goals as a starting point. Set a Personal Savings Goal Don’t just pick an arbitrary number. Look at your total income and expenses to determine a realistic goal for how much you can set aside each month.
1/1/2020

Current Clients

Contact this team via email or phone at the top of the page.

Contact This Team

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

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