Tye specializes in providing comprehensive financial guidance to clients to help simplify their financial lives. Tye grew up in Saint George, GA and went on to be a four-year letterman on the football team at Furman University, later working as an assistant coach while in graduate school. He and his wife Cristina have lived in Jacksonville since 2004 and have two children.

Joseph’s focus is providing independent financial planning to individuals, families and business owners. His specialties include retirement planning, investment planning, asset allocation, estate and asset transfer planning and a host of other wealth management services. Prior to joining Wealth Enhancement Group in 2022 through the Pinnacle Private Wealth acquisition, Joseph held a variety of positions within high-profile banking and financial planning institutions in and around Boston.

Alice began her professional career as a chemist at a specialty chemical company after graduating from college in 1979. She began a new professional journey in 1991 when she joined her husband in starting a Certified Public Accounting practice. She returned to the classroom, taking accounting and computer classes at Bentley University, and in 1995 Alice became an Enrolled Agent – America’s only federally licensed tax practitioners.

tkerber@wealthenhancement.com

In 1978, Ron founded Sadoff Investment Management. Prior to starting his own company, Ron honed his financial and investment industry skills working as an institutional investment and research strategist. His successful investment style and strategy has been written about in Forbes, Money, Barron’s, the Wall Street Journal and Investor’s Business Daily. Ron has been inducted into Research Magazine’s Advisor Hall of Fame.

David brings over three decades of experience in the financial services industry to his role as Senior Vice President, Financial Advisor. He joined Wealth Enhancement Group through the 2016 merger with HHG & Company. David is an multi-winner (2018-2023) of the “FIVE STAR Wealth Manager” award.* David is a member of the Pennsylvania Bar and is admitted to practice before the U.S. District Court, U.S. Tax Court and the IRS.

Debbie began her career working for a large financial planning firm in Westchester County, and quickly realized she would prefer an environment where she could build closer relationships with her clients. That desire motivated her to launch 10-15 Associates, a wealth management firm focused on independence, quality investment management, and putting the client’s priorities first, with her husband, Mike DeMatteo. Debbie enjoys cooking, working out, and traveling.

Patrick focuses on eliminating his clients’ financial worries. His first step is simple: he listens. After gaining an understanding of client concerns, he aims to develop strategies to generate predictable streams of income that support client goals while minimizing the risks that may derail their lifestyle. He launched his career as a financial advisor in 2002 with Morgan Stanley.

Dan has been assisting individuals and business owners with financial planning and asset management for nearly 40 years. As a CERTIFIED FINANCIAL PLANNER™ Professional, he has been a guest speaker on investments and planning for numerous groups and specializes in financial planning, retirement planning and asset management. A lifelong resident of Madison, Dan is married with two children and four granddaughters. He enjoys traveling, playing golf, tennis, and supporting the Badgers.

John has been providing sound wealth management and investment advice to families since 1987. He joined Wealth Enhancement Group through the 2017 merger with CPA Retirement Planning. John uses his vast background in tax and finance to develop financial plans that are based on individuals’ specific goals and objectives. He currently is a member of the Board of Trustees of St. Johns Country Day School, serving on several committees.