Kris Carroll, Ph.D, CFA®, CFP®, Managing Director at Wealth Enhancement, was featured by Financial Planning in the article, “How young advisors can build client trust.”

Michelle Guissinger, CFP®, CPA Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by The Wall Street Journal in the article, “Financial Advisor vs. Accountant: Which One Do You Need?”

Laura Gilman, CFP®, and Lily Ku, CFP®, have been named among InvestmentNews’ list of $100M Club: Top Female Advisors. This list recognizes a cohort of female advisors transforming the landscape of wealth management with their qualities, achievements, and forward-thinking strategies.

Andrew Fentress, CFP® Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by Go Banking Rates in the article, “25 Best Money Moves To Make Before Summer Ends” 

Laura Mattia, CFP®, MBA, Ph.D, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by Financial Advisor in “How Women-Led Advisory Firms Are Redefining Client Relationships” 

Paul J. Brahim, CFA, CEPA, Managing Director, Financial Advisor, Strategic Referral Programs at Wealth Enhancement published an article in Kiplinger titled “Five Key Wake-Up Calls for Ambitious Business Owners, From a Biz Specialist.”