Jim has over 37 years of experience in providing private client and institutional investment services. In his current position as leader of the Goolsby investment team and as a financial advisor with Wealth Enhancement Group, Jim has extensive knowledge in cash flow management for retirees, retirement plans, and building retirement wealth.

As a financial advisor with Wealth Enhancement, Lisa specializes in all areas of financial planning, estate planning, and asset management. She develops comprehensive financial plans for her individual and business clients that often include distribution plans for retirement, hands-on investment management strategies, tax planning, and business analysis, as well as estate and risk management strategies.

Braedon works closely with his clients to understand their goals and implement efficient strategies to help pursue them. His approach, in general, is to keep things as simple as possible. Complexity oftentimes leads to confusion and confusion oftentimes leads to less than optimal results. Braedon’s approach to client relationships is centered on trust, respect and personal accountability.  Contact Braedon at (704) 409-2569

With decades of experience and an impressive list of qualifications and certifications, Kelly’s approach to wealth management is strong on planning, tactical in investing, and disciplined in balancing risk and return. He believes wholeheartedly that astute financial planning is the bedrock of a well thought-out, holistic wealth management philosophy, and that removing emotion from the decision-making process is essential for any truly tactical investment strategy.

Kara brings 18 years of experience in the wealth management world to her current position as a financial advisor with the Stike Team at the Wealth Enhancement Group. She previously held positions with RBC Wealth Management and LPL Financial. With her extensive knowledge and experience in wealth management, Kara specializes in retirement planning, employer-sponsored retirement plans, insurance solutions, charitable giving, advanced investment strategies and estate planning strategies.

Ed is a seasoned financial advisor with over 39 years of experience in wealth management and investment strategies. In his current position as a financial advisor with the Wealth Enhancement Group, Ed specializes in retirement planning, portfolio diversification, and risk management. Ed’s comprehensive approach, integrity, and client-centered philosophy have earned him a reputation as a trusted advisor in his community.

Prior to joining the Wealth Enhancement Group as a financial advisor, Jim served as the chief operating officer responsible for the day-to-day operations of Stike Wealth. Earlier, he was the founder, CEO, and president of five international engineering companies. Jim works with successful business clients to address their personal and business financial needs and succession planning.

Ben has spent his time in various roles—as a key member of Bruce Helmer’s team, an Investment Manager and a CERTIFIED FINANCIAL PLANNER™ professional. In 2009, he launched his own team in Plymouth. Ben believes that to help ensure the success of the client, it is essential to plan for life’s uncertainties, while keeping the client’s goals and values central to the financial planning process.

As a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional, Ryan brings an extensive tax and retirement income planning background to Wealth Enhancement Group. He helps lead the Tax Strategies group of our Roundtable team of specialists and is a frequent guest on our weekly “Your Money” radio program.

Dustin began his financial planning career in 2006 and has continued his financial accreditations with advanced studies. He is a CERTIFIED FINANCIAL PLANNER™ professional, one of the most prestigious designations awarded in the field of financial advice, and an Accredited Investment Fiduciary®, a designation grounded in best industry practices, that considers the ethical and legal framework in which to prudently manage investment decisions and procedures.