With his extensive experience at top financial institutions, such as Banc of America Investments and Citigroup Smith Barney coupled with the ongoing relationships with top-tiered attorneys and accountants, Myles Dudley has developed a niche in tax-efficient investing and advanced alternative planning techniques.

As a Vice President, Financial Advisor at Wealth Enhancement Group, Erika has a passion for helping clients plan for their future, but also volunteers son various boards and organizations in her community. With over two decades of financial experience, Erika joined Wealth Enhancement Group in 2021 through the Vivid Financial Management acquisition. Her commitment to be a trusted and dependable presence for her clients and colleagues remains undimmed.

Larry’s focus is the same today as it was in 1980 when he established Carroll Financial Associates – he is committed to his clients’ best interests. Now, at Wealth Enhancement Group, he provides investment management and retirement income planning for retirees and pre-retirees throughout the Carolinas. He believes that managing money for retirees is more about controlling risk than maximizing returns.

Starting in 2011, Steven began his career in the financial services industry at HHG & Company. Working on all financial matters, Steven has broad experience in financial planning, investment management and tax preparation. Steven is a winner (2021-2023) of the “FIVE STAR Wealth Manager” award.* He joined the Colony Group in 2015, and returned to us at Wealth Enhancement Group in 2016.

In his 38 years as a financial advisor, John has helped thousands of clients with financial planning and investment management. He focuses on asset management, helping clients work toward achieving the portfolio returns they need to reach their goals while remaining mindful of their risk profile. John is passionate about providing valuable advice and education to help clients make financial decisions that support their objectives.

Dan consults with a broad range of clients on their investments and stays closely involved in ongoing investment research, analysis and financial plan development. Dan works closely with physicians and executives and has spoken to several medical organizations on the importance of financial planning. He also works with business owners helping them manage retirement plans, monitor investment portfolios, and plan for retirement.

Bob Ryan brings many years of experience to the team at Wealth Enhancement Group. He founded Ryan Financial in 2000 and joined Wealth Enhancement Group in 2023. As a CERTIFIED FINANCIAL PLANNER™ he has been recognized in the Chairman’s Club as a top advisor since 2009. Bob graduated with a BSBA from the acclaimed University of Denver. Throughout his career he has focused on service to individuals and exceptional attention to his clients and community.

Prior to joining Wealth Enhancement Group, most of Larry’s career was spent as the owner and operator of Prozan Financial Services. A veteran of the industry since 1985, Larry is passionate about understanding each client’s unique situation and over the years has developed a strong understanding and expertise in creating customized plans that align with each persons individualized needs.

Jeff has spent decades as a financial consultant for high net worth clients. He began his career with Kistler Tiffany Companies in Wayne, Pennsylvania where he became President of their sales association. In 1992 Jeff co-founded the Wharton Business Group in Malvern, Pennsylvania and later also managed its Miami office. He later joined Prudential Securities where he served on the Estate Planning Advisory Board.

Jim Hiles has decades of experience working with high net worth business owners, executives and medical professionals. He has helped thousands of clients in their wealth management journeys.