Robert Gordon brings almost 20 years of experience in the financial services industry and a skilled focus in 401(k) plan establishment, portfolio construction and financial planning for high net-worth clients and their families, small and medium-sized businesses and not-for-profit organizations. Rob joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition.

Over the course of almost two decades, Aaron has built a reputation as an experienced Financial Planner, specializing in retirement planning. Aaron joined Wealth Enhancement Group in 2022 through the Hawkins Wealth Management acquisition. Aaron believes that the cornerstone to financial planning is understanding that everyone’s economic and life situation is unique. He takes the time to listen to clients’ goals and passions, and then creates a customized plan to help pursue them.

Jonathan believes that his constant interaction with clients is the foundation for success. He serves on the portfolio construction team and is actively involved in the management of client portfolios. Jonathan and his wife Eliza live in Charlotte with their two daughters. Also active in the community, he is Past Board President of Wayfinders, a local organization that provides summer learning experiences for low-income CMS students. Contact Jonathan at (704) 409-2582

Bill began his career as a wealth manager at Ernst & Young, acting as a leader in the investment consulting and financial planning arenas. Bill serves as a passionate advocate for his clients; using his technical aptitude and exceptional service, he works to educate clients and inspire informed financial decisions. He was a founding member of RCL Advisors, LLC in 2007, ultimately joining Wealth Enhancement Group through a union with the firm.

Maureen builds long-term relationships based on trust and understanding with her clients while providing ongoing, comprehensive wealth management strategies and financial guidance. With more than 30 years of financial experience, she specializes in three primary areas: Asset management, retirement planning, and divorce consulting—with a strong focus on creating independence and freedom for women in transition via strong financial planning.

John Pitlosh has over 20 years of experience in the financial services industry. He joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition. Over the length of John’s career, he has gained a wealth of knowledge both as an advisor and as a designer of highly integrated financial plans tailored to the needs of a high net-worth clientele.

Mary joined Wealth Enhancement Group in 2022 through the Bohmer Kilcoyne Wealth Management acquisition, and she brings with her an impressive array of financial analysis skills, decision-making capability and long-term strategic planning acumen. Her objective today is the same as it’s always been; to help clients and their families think about, prioritize and pursue their financial goals and to integrate these goals with the most effective investment tools.

After many years of learning, growing, and providing advice to mainly pre-retirees, Brian began to realize that there was a need to help people much earlier in their lives. He firmly believes that if clients in the early stage of their professional trajectory hire an advisory team in that same growth space, great things will happen. Brian joined Wealth Enhancement Group in 2022 through the Pinnacle Private Wealth acquisition.

Larry specialized in marketing during his early career, and managed the national marketing and advertising operations for a division of CBS, Inc. He spent three years in the equipment leasing industry providing financing to business owners, giving him a personal understanding of the challenges and frustrations facing the business owner. Larry joined the personal financial planning business in 1981.

A Jacksonville native, Bill has been helping people make wise financial decisions as an independent financial advisor since 1989. Prior to becoming an advisor, he studied business at Jacksonville University and the University of North Florida and worked for more than a decade in the banking industry. In 1990, he founded Financial and Retirement Strategies and began to work with many of the same individuals who remain clients to this day.