Jonathan got his start in the financial services industry in 2015 with an internship at Northwestern Mutual. Shortly after that he began working as an agent for New York Life. Jonathan joined Wealth Enhancement Group in 2023. He brings compassion, attention to detail and positivity to his role as financial advisor.Jonathan lives in Saratoga Springs, New York, and is known for being the family comedian. When not working, he enjoys golf and skiing.

Michael brings a wealth of experience to his client relationships and has been working in the financial services industry since 2017. He is passionate about diving into the details of a client’s financial life, understanding their goals and uncovering new planning opportunities. In his current role as an advisor, he specializes in working with clients to build comprehensive financial plans that improve their path to reaching their unique financial goals.

Mary has a decade of experience in the financial services industry. Immediately prior to joining Wealth Enhancement Group, she worked as an advisor at Merrill Lynch, helping clients to achieve their financial goals. Mary also has consulted financial advisors about the risks of retirement, especially for women, and educated them on retirement solutions that could benefit their clients.

Pete is a Certified Investment Management Analyst (CIMA®*) with nearly 30 years’ of Asset & Wealth Management experience. His focus is to provide clients with objective advice to help protect, manage and grow their wealth. In Pete’s view, personalized and empathetic service are integral to every client experience. Honesty and integrity combined with a caring attitude are fundamental to his beliefs.

Kevin has more than a decade of experience providing financial advice. His passion for financial planning is rooted in building long lasting relationships. Kevin believes listening and empathy paired with expertise in each interaction is the key to high quality advice. He works with his clients to help them navigate twists and turns of their unique life events so they can spend time where they value most.

Jessica has over 10 years of experience in the financial world. Prior to joining the Wealth Enhancement Group as a financial advisor, she served as a financial advisor at Cornerstone Financial Advocates. She focuses on helping clients achieve financial independence through customized investment strategies.In her spare time, she is busy running around being a mom to two active children. She also enjoys camping and going on adventures with her kids, husband and two dogs.

With over 22 years of experience as a financial advisor, Joe has focused on helping clients work toward financial independence and confident retirements. Beginning his career with American Express Financial Advisors and later transitioning to Ameriprise, he developed deep knowledge in creating customized financial plans.

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Taylor puts an emphasis on continuing to grow his knowledge base as the financial planning and investment world continues to evolve. Taylor focuses on planning for the long-term through retirement planning, college planning and investment management using a patient and planned approach. He works closely with clients, primarily established in their careers, to craft a plan that fits their ever-evolving needs.

In her current position as a financial advisor at the Wealth Enhancement Group, Teresa leads the portfolio design and investment management due diligence processes for her team. She coordinates various asset transactions through advanced trading platforms and research and works with the team to find a balance in optimizing client returns, maintaining tax-efficiency and moderating portfolio risk. Teresa lives in Hurricane, West Virginia and enjoys travel, gardening and reading.

Clay, a 2024 university graduate, has joined the Stike Team at the Wealth Enhancement Group as its enthusiastic, new financial advisor.  Outside the office, he loves playing basketball, being outdoors and keeping up with his favorite sports.