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Bio
Matt has been advising corporate executives, entrepreneurs, and high-net-worth families for more than 25 years. He has a lifelong interest in the global financial markets and economy, developing a broad and deep understanding of the myriad factors that drive investment performance. Matt also focuses on managing the team’s model portfolios and creating custom asset allocation strategies for our clients.
Bio
Prior to joining the Cardan Team at Wealth Enhancement Group in 2023 as a financial planner, Kyle worked as a research assistant at the Hoover Institution at Stanford University. During that time, he analyzed key policy data from the Federal Open Market Committee at the Federal Reserve, equipping him with valuable insights into economic trends and their effects on financial decision-making.
Bio
Meet the Lighthouse Team
Justin attended Mount St. Mary’s University where he considered pursuing a career in teaching. With the guidance of great mentors, he decided to combine his desire to teach with his passion for finance and pursue a career in wealth management.
Bio
Meet the Lighthouse Team
Jonathan earned an Economics degree from the University of Maryland, College Park, and embarked on a fulfilling career in the financial services industry, beginning with the trading desk at a large online broker. Since then, he has enjoyed steady progress and success. He joined the Lighthouse team in 2017, which later became part of Wealth Enhancement.
Bio
Joey graduated summa cum laude from the University of San Diego with a Bachelor of Business Administration, double majoring in Finance and Real Estate. Originally from Portland, Oregon, Joey moved to San Diego for school and has since made it his home.
Bio
Paul has truly lived the American Dream—beginning his career in financial services with no formal training and rising through the ranks to prestigious positions like CEO of BPU Investments. As an advisor at Wealth Enhancement, Paul uses his financial planning, investment management, and business skills to work with CEOs on retirement and succession plans and provides guidance on financial wellness. Paul is also a Certified Financial Planner (CFP®) and Certified Exit Planner (CEPA®).
Bio
Matthew brings over 30 years of experience in portfolio management to his current position as a financial advisor with Wealth Enhancement Group. He previously held positions with Merrill Lynch, Wells Fargo Advisors and Raymond James, before serving as the Founder and Managing Director of XO Wealth Management as a discretionary manager.