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Gensler Team

120 C Ave STE 170

Coronado,

CA

92118

gensler-info@wealthenhancement.com

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Meet with us

About the Gensler Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Gensler team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority. Our team takes the time to understand the goals and values of each client. Book an introductory call to learn how we can help.

Advisory Team

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Dan Gensler

CFP®

Senior Vice President, Financial Advisor

Coronado, CA

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Britta Ferguson

CFP®, CEPA®

Senior Vice President, Financial Advisor

Coronado, CA

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Brandon Mather

CFP®, CEPA®

Senior Vice President, Financial Advisor

Coronado, CA

Joey Davies

Associate Financial Advisor

Coronado, CA

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Lorie Perry

Operations Director

Coronado, CA

Client Service Team

Joey Davies

Associate Financial Advisor

Coronado, CA

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Frank Haney

Tax Advisor

Plymouth, MN

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Tashia Twardy

Client Service Associate

Coronado, CA

Coralynn Pierce

Front Office Associate

Coronado, CA

Resources from our team

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Newsroom

Barron's: Britta Ferguson Featured in “7 Smart Money Moves to Finish 2024 Strong”

Britta Ferguson, SVP, Financial Advisor at Wealth Enhancement, was featured by Baron’s in “7 Smart Money Moves to Finish 2024 Strong.”  Start with a financial plan and have a decent idea of your tax situation,” says Britta Ferguson, a financial advisor at Wealth Enhancement. “Know your priorities,” she adds. 
Britta Ferguson CFP®, CEPA®

Newsroom

MarketWatch: Brandon Mather Featured in “DINKs Report Less Stress, More Savings in 2024: MarketWatch Guides Survey"

Brandon Mather, CFP®, CEPA, ChFEBC®, Senior Vice President and Financial Advisor at Wealth Enhancement was featured by MarketWatch in “DINKs Report Less Stress, More Savings in 2024: MarketWatch Guides Survey.”
Brandon Mather CFP®, CEPA®

Newsroom

Kiplinger: Britta Ferguson Authored "How Women Can Prepare to Take on Financial Challenges"

Britta Ferguson CFP®, CDFA®, Vice President, and Financial Advisor at Wealth Enhancement Group authored a byline published by Kiplinger titled “How Women Can Prepare to Take on Financial Challenges.”
Britta Ferguson CFP®, CEPA®

Newsroom

GOBankingRates: Britta Ferguson Featured in "10 Careers Moves Millennial Women Should Consider in 2024.”

Britta Ferguson CFP®, CDFA®, Vice President, and Financial Advisor at Wealth Enhancement Group was featured by GOBankingRates in “10 Careers Moves Millennial Women Should Consider in 2024.” 
Britta Ferguson CFP®, CEPA®

Newsroom

Kiplinger: Brandon Mather Bylined in “Charitable Remainder Trust: The Stretch IRA Alternative”

Brandon Mather, CFP®, CEPA, ChFEBC®, Senior Vice President and Financial Advisor at Wealth Enhancement Group authored a byline published by Kiplinger, “Charitable Remainder Trust: The Stretch IRA Alternative.”  
Brandon Mather CFP®, CEPA®

Team locations

Coronado, CA
120 C Ave STE 170, Coronado, California, 92118
(619) 554-1300
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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

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.