With more than 25 years of experience in the investment management field, Jon not only advises clients but also leads the Fulton, MD team of advisors. He is a member of the Investment Policy Committee for Wealth Enhancement Group as well as the Investment Advisory Committee. Prior to joining Wealth Enhancement Group, Jon served 14 years as the Chief Investment Officer for Planning Solutions Group. His background also includes working as a research analyst, where he recommended securities to b

Brice’s client-centered approach enables him to develop strong relationships with his clients. He takes the time to truly listen to his clients to ensure that he understands their unique circumstances because he knows the answers lie in the details. He specializes in retirement planning, business succession, and investment management.

Prior to joining Wealth Enhancement Group in 2022 through the Hawkins Wealth Management acquisition, Tim’s career in the financial sector saw him working for a variety of large insurance and investment companies, before founding his own wealth management company. Tim utilizes a holistic approach to financial advising – one that focuses on successful wealth management and exceptional client service.

Shawn has worked in financial services for 26 years. In his early career he designed and managed corporate retirement plans and segued into advanced plan design. In 2008, Shawn expanded into individual advising, focusing on wealth management for business owners and high net worth clients.

Peter has more than 40 years of experience in the financial services industry. He spent the first half of his career with Morgan Stanley in treasury management; his roles included European Treasury based in London and Treasurer of Morgan Stanley Trust Company. Through this experience, he has become well-versed in balance sheet management, cash management, hedging and insurable risks.

Michael joined Wealth Enhancement Group in 2022 through the Pinnacle Private Wealth acquisition. As an experienced Financial Advisor, Michael focuses on assisting his clients with strategic retirement planning, strategies designed to preserve and grow their assets, and planning for the future through customized financial analysis. One of Michael’s areas of experience is retirement planning, providing investment management services to individuals, endowments and retirement plan sponsors.

Paul has provided financial advice to families and individuals since 1998. He specializes in developing wealth management plans with a focus on executive compensation, pensions and benefits. Paul also specializes in post-divorce financial planning. A CERTIFIED FINANCIAL PLANNER™, he enjoys working with a range of clients from CEOs to retirees, helping them to focus on their plans for the future while leveraging his tax and accounting experience.

Paul has been providing clients with expertise in the financial service industry since 1986, specializing in portfolio management and design, comprehensive wealth management and income tax planning. In 2000, he co-founded Heacock & Jones Financial Services, Inc. with a focus on investment portfolio design and management for high-net-worth clients. Under Paul’s leadership, Heacock & Jones Financial Services joined forces with Wealth Enhancement Group in 2023.

In 1987, Tom entered the world of financial services after serving in the U.S. Navy’s nuclear power program, which included operating the propulsion systems on two different submarines as well as being an instructor at the Navy’s Nuclear Power School. By 1991, he was the lead portfolio manager at a large financial planning firm in Orlando, Florida, where he directed over $130 million in assets.

John recognizes the responsibility that comes when people entrust their financial health to him in his role of Senior Vice President, Financial Advisor. With that in mind, he simplifies complex issues and always makes certain his clients understand every side of a financial recommendation. Having been in the financial services industry for more than 25 years, John has extensive knowledge of the technical elements of financial planning and investing.