Using his nearly 20 years of experience in wealth management, Michael works to provide clients with full-service, long-term financial solutions. As part of his overall strategy, he considers each individual’s unique stage in life and the events that may affect reaching their goals. Michael is a winner (2020) of the “FIVE STAR Wealth Manager” award.* He volunteers with the Financial Planning Association and enjoys being involved with his local church.

Joel launched his career in the financial services industry in 2014. As a Financial Advisor, Joel believes in empowering clients to feel in control of their financial futures. He tailors his advice for each client with creative financial planning and expertise that will help them achieve their long-term personal and financial goals. Married with a young son, Joel enjoys cooking, playing basketball and, more recently, pickleball in his free time. 

Bobby specializes in comprehensive financial planning for individuals and families, and provides business owners guidance on the design, evaluation and management of qualified retirement plans. His objective is to help clients simplify all aspects of their financial life, ensuring they are prepared for life’s planned and unplanned events. He is a recipient of the FIVE STAR Wealth Manager (2019-2023)*.

Tiffany began her financial services career in August 2005 as an advisor for Merrill Edge. She then transitioned to a client service role at Merrill Lynch, and then to financial planner, financial planning manager and advisor for Retirement Strategies, Inc. Tiffany joined Wealth Enhancement Group through the 2018 partnership with Retirement Strategies.

A native of Alabama, Brett graduated from Auburn University with a degree in Business Management, where he was a four-year letterman on the golf team. Following his collegiate success, he pursued a career in professional golf for nine years. Brett joined Carroll Financial in 2006 and became part of Wealth Enhancement Group through the acquisition of Carroll Financial. 

Allen began his career in the investment industry in 1995 and previously served as the chief investment officer for FinTrust Capital Advisors. In his role with Wealth Enhancement, Allen is responsible for overseeing client portfolios and developing investment recommendations and implementation strategies for his clients.  

Ryan is dedicated to practicing the Golden Rule in all aspects of his life. Whether providing strategic guidance to help his clients achieve their financial goals or serving the underprivileged in Athens and its surrounding areas, Ryan consistently strives to bring truth and transparency to those he serves. With over two decades of industry experience, he understands that clients are often their own best assets.

As a third-generation investment advisor, Will helps individuals, families, and businesses simplify the complexities of financial decisions. In addition, he works with the retirement plan consulting team to help retirement plan sponsors optimize their retirement plans with fiduciary guidance on investment selection and monitoring, plan design, and employee education and engagement.

Ed focuses on providing Wealth Enhancement clients with complete financial planning advice. With more than 25 years of experience in the financial services industry, he is very knowledgeable about all aspects of financial planning. His service approach includes analyzing a client’s overall financial picture including assets, liabilities, cash flow needs, and insurance coverage.

Mercer Treadwell is a Chartered Financial Analyst® with 25 years of experience serving individual investors, endowments, foundations, and retirement plan sponsors as both a portfolio manager and relationship manager. Throughout his career, Mercer has held key roles at FinTrust Capital Advisors, SunTrust Bank, and Creative Financial Group, where he built a reputation for delivering strategic financial solutions tailored to meet each client’s unique needs.