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Jonathan has been a dedicated professional in the financial services industry since 2007, earning recognition as a thought leader with a particular focus on investment management. Most recently, he served as a Principal Senior Investment Consultant at Mercer, where he provided fiduciary oversight and investment guidance for companies managing billion-dollar 401(k) and pension plans.
Bio
Samanta’s experience in the trust industry has allowed her to collaborate with clients and advisors from Latin America to Southeast Asia. She has worked on the administration of trust structures involving a variety of asset types and companies in various jurisdictions. With this experience she assists clients and advisors while learning their family dynamics to foster a long-lasting relationship.
Bio
Kyle is passionate about helping individuals and families navigate their financial journeys with confidence and clarity. Since joining Wealth Enhancement in 2018, he has been dedicated to crafting personalized financial roadmaps that align with each client's unique goals and life circumstances. Kyle takes a holistic approach, considering all aspects of a client's life to develop strategies that simplify and strengthen their financial well-being.
Bio
Ben has been in the financial services industry for over 20 years and has a background in investment finance, tax planning, strategic wealth management and values-based family planning. He is well educated about the topics high-net-worth individuals face and understands how to integrate family values with financial decisions. An avid outdoorsman, Ben enjoys backpacking, mountain biking and canoeing in his spare time.
Bio
Tim’s top priority as a financial advisor is to listen to his clients in order to fully understand their goals so that he can provide them with the best possible advice. As a CERTIFIED FINANCIAL PLANNER™ he is committed to maintaining the highest level of integrity, competency, ethics, and professionalism for his clients. Tim works with clients throughout the United States and has a practice concentrated in the Greater Philadelphia region.
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Tom is a tax services veteran with nearly 30 tax seasons under his belt. He also served, during a 10-year interlude, as a corporate controller in the agriculture industry. Tom was co-owner of a CPA firm prior to joining Wealth Enhancement Group.
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Paul began his career in the investment industry in 2005. He held previous positions with H.D. Vest Financial Services and FinTrust. In his role as a financial advisor with Wealth Enhancement, Paul works with his clients to develop sound financial plans. He takes the time to understand what is important to each client and works toward maintaining their desired lifestyle leading up to and through retirement.
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Kelly has more than 15 years of experience in the financial services industry and has contributed to the success of Wealth Enhancement Group in a variety of roles. As an associate financial advisor, Kelly helps to facilitate client meetings, assists with financial planning and is a point of contact for client inquiries. She has studied economics and business administration with an emphasis in management. For fun Kelly likes to travel and spend time with family and friends.
Bio
Alex is a committed CERTIFIED FINANCIAL PLANNER™ professional that strives to deliver personalized advice and proactive service to help his clients work towards financial independence. The extensive experience he has gained building retirement income models and marrying Social Security, tax, investment, and distribution strategies helps to provide clarity to an individual's retirement plan.
Bio
Emily began her career with Wealth Enhancement as an intern in the Oakdale office. In her current role she prepares reviews for clients and financial plans for prospective clients. Emily enjoys spending her free time with her husband Sean and their two children.