Lori brings over 15 years of experience in financial services and significant professional training with multiple financial certifications to her current position as a financial advisor with Wealth Enhancement. Lori shares her experience with clients on all aspects of financial planning, tax planning and estate planning.

With more than 35 years of experience as a certified public accountant, Patricia has deep and trusted experience in financial strategy, taxes and wealth management. Prior to joining Wealth Enhancement as a financial advisor, she was a director at Marcum LLP and an investment advisor at Marcum Wealth Management. Patricia is passionate about creating a holistic planning experience by providing comprehensive financial guidance tailored to each client’s unique needs. 

Tom is a certified public accountant and financial advisor with over 40 years of experience in the fields of accounting, tax planning and wealth management. As a trusted financial advisor with Wealth Enhancement, Tom is dedicated to helping individuals, families and businesses achieve their financial goals through comprehensive financial planning and strategic wealth management, with a particular emphasis on tax, estate planning, trust and charitable giving matters.

Kimberly brings over 20 years of experience in financial services. Her expertise and certifications allow her to always stay informed about best in class planning strategies and hold her to the highest fiduciary and ethical standards. Kimberly is passionate about getting to know her clients on a deeper level and works as their personal CFO.

Jim launched his career in the financial services industry over 30 years ago. He was the founder of a registered investment advisory firm, which eventually expanded with a group of partners before becoming part of Wealth Enhancement. Jim uses a goals-focused, planning-oriented approach to help his clients reach their long-term goals.

Ray’s experience in the financial services industry spans almost 40 years, including time spent as the head of equity trading at JP Morgan. During his career he developed a passion for the philanthropic space both personally and professionally. He enjoys helping clients incorporate charitable giving into their overall financial strategy and hopes to increase the impact of that giving, as well as engage other family members in the giving process.

Chris began his career in the legal field, specializing in estate planning and corporate law. He now applies this knowledge and experience to providing advanced estate planning strategies, business succession plans and wealth management and retirement advice. Chris has been a featured speaker and instructor on the topic of family succession planning within the automotive dealer industry, and continues to lead seminars for the National Automobile Dealers Association (NADA) Academy.

Phil is a seasoned financial professional. He began his career as a growth stock portfolio manager, later working as a corporate finance partner at Ernst & Young. He built Dynamic Funds Management (DFM) and in 2007 merged with TAM Asset Management which became Equius Partners. Phil joined Wealth Enhancement Group in 2023 through the Equius Partners acquisition. Phil has three children, Liz, Will, and Gussie, one son-in-law, Mike, and three grandchildren.

Meet the Lighthouse Team

With over 24 years of experience in wealth management, Chuck focuses on retirement planning, risk management, behavioral finance and customized investment planning strategies for his clients. He grew up in a small town with an appreciation for hard work, family and teamwork.