Victor began his career as an accountant at Ernst & Young. He later joined Leon L. Levy and Associates, serving primarily as a life, long term disability and long term care insurance planning advisor. Then, from this role, he developed the Levy Wealth Management Group with a focus on comprehensive wealth management.

Brett Fingerhut has more than 20 years of investment experience in global equity markets. He joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition. Brett focuses on the unique financial goals of each client to help manage an investment portfolio for their personal situations and risk tolerance. With his wealth of experience, Brett strives to provide high levels of satisfaction and loyalty to his clients.

Frank Armstrong has more than 45 years of experience in the securities and financial services industry. Prior to joining Wealth Enhancement Group in 2021, Frank was the founder and principal of Investor Solutions, Inc., a fee-only registered investment advisor. He joined Connecticut General Life in 1973 as a dual registered life, health and annuity agent, and securities representative.

With almost three decades of experience in the wealth management industry, Vince’s depth of expertise helps give confidence and clarity to his clients. Vince specializes in working with individuals interested in retirement and post-retirement distribution planning needs. He takes into account not only the accumulation of funds, but also distribution options along with estate planning ramifications.

Ken studied neuropsychology at Harvard while producing operas and orchestra concerts in his “spare time”. That’s also when Ken started investing for himself and his family, and his experience as an active investor now spans more than 45 years. Post med school and residency, Ken worked as an internist at Harvard University Health Services, then came to Southern California to work at Kaiser-Permanente.

“We protect and empower our clients by maintaining superior fiduciary standards of care, ongoing education, and transparency.” Sam navigates his clients toward financial success using a consultative, customizable and inclusive approach. The research, investment management platforms and financial planning tools are central to the fiduciary process for every one of Sam’s private and institutional clients.

Bill entered the financial industry upon graduating college, working as a bank vice president and a life insurance agent. He then established a career as a financial planner and partnered with Bill Carr to form Retirement Strategies, Inc. in 1994. Bill currently serves on the Firehouse Subs Public Safety Foundation Board as well as Treasurer for the Highlands Precious Gifts Preschool.

As a financial advisor, Doug strives to help individuals and families bring clarity to their financial picture. Henry Ford once stated that “obstacles are those frightening things you see when you take your eyes off your goal.” By applying a planning process founded upon fundamental and time-tested principles, Doug’s goal is to help his clients develop and maintain a long-term plan and help them stay focused.

Grant offers a long history of knowledge and experience gained from decades in the financial services industry. He has always sought to supply consistent direction for the complex issues faced by high-net-worth individuals and aims to help clients achieve their most important financial goals. Grant earned a Bachelor of Science Degree from Arizona State University’s W.P. Carey School of Business in 1975.

Gene focuses in asset wealth management and adheres to a conservative investment style, basing diversification and asset allocation on the desires and goals of each individual. Was born and raised in New York, where he earned a degree in economics from Columbia University in 1984. Prior to his career in the financial services industry, Gene spent ten years playing Major League Baseball.