Kelsey is passionate about helping clients simplify and better understand their finances. She partners with them to provide comprehensive financial planning at every stage of life, preparing them for the certainty of uncertainty. Kelsey takes the time to get to know her clients, listen to their financial goals, discuss their values, and provide tailored guidance to help them achieve success. 

Austin Budnack has a clear and simple goal as a financial advisor: to provide his clients with financial peace of mind. He believes there is no cookie-cutter method to financial planning, so Austin offers a comprehensive approach to cater to client’s specific needs and goals. Whether it’s wealth management, budgeting, tax planning, insurance needs or retirement planning, Austin finds enjoyment in creating the optimal solution to each client’s unique situation.

Initially, Larry was headed toward the ministry, but his career path changed when he discovered an aptitude for business and management. He has held positions as an accountant, city manager, vice president and chief financial officer of a private college, and chief financial officer of a Canadian startup firm.

Lynne has been in the financial markets since college when she took her first student loan, invested it and never looked back! She began her professional journey in Information Technology as a Software Engineer and Technical Leader. She quickly rose up the ranks and in the early 1990’s, she decided to launch an IT consulting business in the Washington DC metro area. While running her company as CEO, Chief Architect and Principal Consultant, she also enjoyed doing all the qualified retirement

Emily has more than 23 years of experience in the financial services industry and has been practicing as an advisor since 2010 with a focus on developing long-term, personal relationships with her clients. She works closely with individuals and families facing life transitions with a specific focus on financial and retirement income planning. Emily grew up in Charlotte and is a graduate of Charlotte Country Day School.

Tarah has worked in the financial services industry since 2013, joining Wealth Enhancement Group in 2023. With her robust background in financial statement audit, tax and financial reporting, Tarah has a knack for financial analysis and a commitment to client success. She is dedicated to empowering her clients to make informed financial decisions. 

Lisa has 12 years of experience in the financial services industry. As a financial advisor at the Wealth Enhancement Group, she works with the Streff team to build and maintain client relationships. She is dedicated to delivering exceptional client service to their clients by using a comprehensive planning approach and developing customized strategies to help clients define and achieve their long-term goals.

Hadley Doolittle is a Financial Advisor on the Kings Point Team at Wealth Enhancement Group, where she combines expertise, strategic insight, and a client-centered approach to wealth management. She specializes in crafting tailored financial strategies with a strong emphasis on tax-efficient planning.

Austin grew up in a small town with a strong sense of community. His upbringing taught him the importance of hard work, integrity, and the value of helping others. Austin embarked on his career as a financial advisor, joining Titus Wealth Management in February 2020. He joined Wealth Enhancement Group in 2022 through the TWM acquisition.

Derek began his career in financial planning in 2016 as a financial planning associate for Wealth Management Group. After earning his Certified Financial Planner™ designation in 2019, he then transitioned to financial planning coordinator for Wealth Management Group. Derek joined Wealth Enhancement Group in 2023. He connects with his clients through understanding and humor and brings an in-depth knowledge of the financial planning industry, processes, and software.