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Daniel Gensler is a published author, family man and an active member of the community. Dan’s business career and his list of charitable activities in San Diego county are built on his ability to combine passion with financial skill. Dan joined Wealth Enhancement Group in 2021 through The Gensler Group acquisition.
Bio
Jim has over 30 years of experience helping individuals, families and businesses work toward maximizing wealth. His career includes working for large national firms, and small independent offices, delivering a daily stock market report on the radio and years of financial fitness webinars covering a wide array of financial topics. He became a member of Wealth Enhancement Group in 2023 through the First Capital Advisors Group acquisition.
Bio
Chandler’s desire to positively impact others by helping them reach their financial goals has led down his path to becoming an Vice President, Financial Advisor. Prior to this role, he served as a Portfolio Administrator at Retirement Strategies, Inc. He’s currently taking classes to obtain his Certified Financial Planner™ Professional designation. While attending University of Florida, Chandler played for two years on the Gator football team under Urban Meyer and Will Muschamp.
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Abraham is an accomplished financial advisor renowned for his expertise in crafting tailored financial plans that empower high-net-worth individuals and institutions to achieve their unique financial goals. With a specialized focus on tax strategies, investment management, and estate planning, Abraham offers a holistic approach to wealth management, ensuring that every aspect of his clients’ financial lives is strategically aligned.
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In 2024, Phil brought his 24+ years of financial services experience to Wealth Enhancement Group. Phil started his career in 1990 as an attorney focusing on estate, gift and income tax planning and practiced law for over a decade. In 2001, Phil launched Piermont Wealth as a fiduciary wealth management firm for high-net worth individuals and families. His background as an attorney with a master’s in taxation enhances the comprehensive financial advisory services he provides to clients.
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Michelle has over 20 years of experience in the financial services industry. She enjoys establishing long-term, personal relationships with her clients and their families. Her goal is to be sure their financial plan adequately addresses not only their needs and concerns but also their wishes and desires. She serves on the board of directors of the Boys & Girls Club of York County, the York County Community Foundation, and Adult Enrichment Centers.
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Mark brings decades of experience in both financial services and information technology to his current role as financial advisor at Wealth Enhancement Group. He enjoys helping his clients understand how their values can shape their financial plan for retirement and estate planning strategy. He works closely with our Roundtable team of specialists to ensure that his clients’ plans are covered from all angles.
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Alex joined Wealth Enhancement Group in 2022, transitioning from an independent advisory firm in Maitland, where he was a partner. Growing up in St Augustine and Jacksonville, Alex fell in love with Central Florida after attending Stetson University in DeLand.
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Tom joined Wealth Enhancement in November 2021 as an investment analyst specializing in fixed-income research and trading. Previously, he spent a decade as a senior buyer for a large automotive group, making purchasing decisions for nine different automotive franchises. Tom’s passion for financial markets caused him to change career tracks and enter the wealth management industry.