Mike joined Wealth Enhancement Group in 2021 through the QCI acquisition. As a portfolio manager, he is primarily responsible for conducting research, providing input, and making recommendations that impact the firm’s overall fixed income strategy. A CERTIFIED FINANCIAL PLANNER™ practitioner, Mike graduated from the State University of New York at Geneseo in 2008 with a BS in Business Administration.

Ed has been providing financial services to clients in the Rochester area since 2016, and joined Wealth Enhancement in 2022. Ed is a CFP® practitioner, CPWA® designee, and CFA Level III candidate. He is also a member of the Rochester Financial Planning Association and Estate Planning Council of Rochester. In addition to portfolio management responsibilities, he helps clients to develop and execute on financial plans aligned with their goals and values.