Bill Bowman has spent more than 35 years helping clients achieve their financial goals through a personalized, tax-efficient approach to wealth planning. As a Certified Public Accountant, Bill brings deep expertise in tax strategies, which has shaped the team’s commitment to delivering comprehensive, tax-smart solutions for clients. 

Tom’s career in the investment industry began over eight years ago at LM Kohn & Company, where he helped clients with portfolio management and trading, and later became a financial advisor. In his current role as a financial advisor with Wealth Enhancement, Tom leads with a service-first mentality and utilizes risk-based tools to help clients align their investment objectives with their personal risk tolerance.

A self-described lifelong learner, John brings curiosity, vision, and clarity to his role as Senior Vice President and Financial Advisor at Wealth Enhancement. John co-founded Wealth Advocates in 2017 and has worked in the fields of business, retirement, and estate planning since 1995. A former president of the Estate Planning Council of Northern Utah, John was a long-time member of the Million Dollar Round Table.

Patrick brings decades of leadership and financial experience to his role as Senior Vice President and Financial Advisor at Wealth Enhancement. Prior to co-founding Wealth Advocates in 2017, Patrick served as a wealth manager and held senior roles in finance and product development. Patrick focuses on aligning every aspect of a client’s financial life—from investments and income to tax, insurance, and estate planning—to deliver clarity and long-term confidence.

With over 35 years of experience in the financial industry, Mark was with Merrill Lynch for nine years, followed by 10 years as associate vice president and branch manager with A.G. Edwards & Sons. In his current position with Wealth Enhancement, Mark specializes in investment management, financial and estate planning, and qualified retirement plans.

After beginning his career as a teacher and a coach, Stephen transferred his passion for educating others to the financial services industry. He worked as a representative of an insurance company and an advisor for a national investment brokerage firm before founding Wise Wealth, an independent, full-service, education-based, wealth management firm, in 2007. The slogan he developed remains his motto today: First Wisdom, Then Wealth.

Early in his career as an investment adviser representative, John concentrated on improving education and advisory processes to better serve retirement plan participants, and to better assist plan sponsors with managing these plans. Later, as the co-founder and managing partner for Guidance Wealth, he worked with private clients and headed the qualified plan development team.

Over twenty years ago, Don founded Dempsey Investment Management.  After joining with Wealth Enhancement in 2025, Don was able to expand offerings and benefits to his clients. Don is dedicated to helping individuals and families achieve financial clarity and long-term success and feels the culture at WEG supports his long-term customer relationships.

As a financial advisor with Wealth Enhancement with more than 20 years of experience in financial services, Josh focuses on helping clients work toward their retirement goals through carefully crafted, customized wealth-building strategies.