Samuel is an experienced investment professional specializing in investment and estate planning strategies. As a financial advisor with Wealth Enhancement, Samuel develops and implements tax strategies and estate planning techniques to reduce income and estate taxes for his clients. In addition, he leverages sophisticated investment strategies with a focus on capital preservation, customized income strategies, and multi-generational wealth preparation for his clients.

Bryan has vast experience in the financial and investment industry that started in 1988. Bryan provides personalized financial management and advice designed to help his high net worth clients reach their financial goals. He is interested in building long-term relationships based upon mutual trust and understanding. He believes that frequent communication and ongoing education will help the client – advisor relationship succeed.

Michael joined Wealth Enhancement Group in 2022 through the Sadoff Investment Management acquisition. Michael joined Sadoff Investment Management in 2000 and previously held Senior Financial Analyst positions within the banking and investment sectors.

With more than two decades of experience in the financial services industry, Geoff gives clients confidence that they have a trusted financial advisor working in their best interests. He joined Wealth Enhancement Group through the 2016 merger with Sound Financial Solutions. Throughout his career, Geoff has been involved in a number of professional and civic organizations such as treasurer for the Petroleum Club of Houston.

Bernie is a Certified Financial Planner (CFP) professional who has helped hundreds of clients, and their families prepare for retirement, college, income tax reduction and estate planning. One of the most rewarding parts of his 40-year career has been watching clients’ children and grandchildren grow up and use their 529 college savings accounts for higher education, accounts that were set up when they were born.

The banking industry is where Tom first rose to prominence as an innovative and creative presence at high-profile institutions. He established and managed a bank trust department before making the transition into wealth management.

Bryan serves as a financial advisor with Wealth Enhancement, where he focuses on helping his clients with personalized strategies to reach their goals—whether it’s preparing for retirement, saving for college tuition, starting a new business, or saving for a big bucket list trip. He began his career in financial services in 2000 with American Express Financial Advisors and later joined Ameriprise Financial Advisors. 

John, along with his father and brother, ran his own successful financial solutions firm for over 25 years. The company grew steadily over the years to the point where they had developed a large client base from coast to coast. As a part of the Wealth Enhancement Group team, John’s focus remains unchanged; providing excellent client service, transparent advice and developing long-term, trusting relationships.

Will has more than 30 years of business and personal financial services experience running companies in both the private and public sectors. Over that time, Will has worked with business owners, entrepreneurs, and private equity to help manage and build client wealth. He did this while growing and merging several of his own companies along the way.

With more than 15 years of experience in the financial services industry, Gerard develops value-driven financial plans and helps his clients to pursue their life goals through comprehensive financial and retirement planning. He is a multi-winner (2017-2023) of the FIVE STAR Wealth Manager award.* He joined Wealth Enhancement Group through the 2016 partnership with HHG & Company, where he worked as a senior director.