Just days after graduating from college, Pete launched his career as an independent financial advisor. Even in those early days, Pete recognized the value of objectivity and objective financial advice. It’s something he’s been committed to ever since; the concept of helping to preserve and conserve his clients’ wealth. Pete’s belief in the importance of prudent financial guidance led him to become a founder of the local Institute of CERTIFIED FINANCIAL PLANNERS™ Professional chapter.

As a certified public accountant and certified financial planner, Andrew is in a unique position to help his clients develop customized investment strategies in a tax-efficient manner. In his current position as a financial advisor with the Wealth Enhancement Group, he takes a holistic approach to financial planning with his clients, reviewing everything from education planning to investment strategies, retirement and estate planning. 

Vance has more than three decades of experience in the financial services industry. In his position as a financial advisor with the Wealth Enhancement Group, he focuses on helping clients achieve their financial goals by leveraging customized wealth management strategies, including estate and retirement planning.

With over ten years of experience in the wealth management industry, Ryan’s particular focus is upon developing new client relationships and working with his team at the Wealth Enhancement Group to provide in-depth advisory services, including financial planning, portfolio management, retirement strategies and tax planning.

Mark Scribner has carved out a formidable legacy in the financial domain, with a career that has flourished over three decades. Before joining Wealth Enhancement Group as a financial advisor, he held senior roles with many top-tier financial firms. Mark leverages his extensive experience and employs strategic market insights to provide customized investment management and wealth planning strategies for his clients. 

Brad started his career at Fidelity Investments, where he confirmed his desire to build a career in the financial services industry. His personal motto is “Don’t talk about it. Be about it.” Brad is passionate about the specific details of financial planning for clients, understanding where they can save and how they can live the life they have always wanted. As a CERTIFIED FINANCIAL PLANNER™, Brad is committed to earning the trust of customers through the financial planning process.

Devone strives to help families achieve their retirement goals by creating custom strategies designed to avoid costly mistakes, fund lifestyle goals, and eliminate financial worries. His financial services experience dates to 2013, including progressively advanced roles at Key Bank as Management Associate, Relationship Manager, Wealth Associate and Assistant Vice President.

Doug specializes in retirement income planning, creating goals-based financial strategies, and proactively addressing risks that could lead to financial disaster. Clients benefit from his attention to detail and clear communication style. After graduating college and playing D1 Men’s Lacrosse for Fairfield University, he earned a spot in General Electric’s prestigious Financial Management Program and eventually worked at both GE Energy, Corporate and Capital.

Charles Massimo, financial advisor, empowers women in transition, retirees, and families impacted by autism with personalized wealth strategies.

Prior to joining the Wealth Enhancement Group as a financial advisor, Brian held positions with Edward Jones and later, with LPL Financial. Brian has long believed that investing and planning go hand in hand, going back to his own personal, professional, and investment experiences. He believes that sound investment principles and putting clients first is essential.