Joe was drawn to the financial services industry by a strong desire to help individuals and organizations navigate the complexities of financial planning and investment management. He takes an educational approach to simplifying the financial lives of his clients and carefully guides them through any new life changes. He was named a FIVE STAR Wealth Manager (2022-2025)*. For fun Joe enjoys rock climbing, yoga and playing chess.

Jennifer has more than 14 years of experience in the financial services industry. She joined Wealth Enhancement Group in 2021 through the merger with Pillar Pacific Capital Management. Prior to joining Pillar Pacific in 2012, she held positions at Nigro Karlin Segal & Feldstein, LLP and Shoedazzle.com. Jennifer specializes in advising on clients’ tax, retirement, and next-generation planning needs.

Cory is passionate about working with clients to create and manage a comprehensive financial plan, helping them pursue their financial goals. He is a graduate of Franklin & Marshall College, earning a B.A. in Business, Organizations and Society with a concentration in Finance. Cory spent five years working at PNC Wealth Management in Cleveland, OH before relocating back to the Philadelphia area to focus on providing fee-only financial, investment, and estate planning advice to clients.

Brian creates financial plans, provides investment consulting, and manages assets for clients by implementing and monitoring prudent investment strategies. With more than 20 years of experience working as a financial advisor, Brian assists both businesses and individuals with making sound financial decisions that will aid them with their immediate and long-term goals.

Chason began working in the financial services industry in 2011 in a consultant capacity to financial advisors throughout North and South Carolina. He collaborated with financial advisors and their clients to design and implement wealth transfer and legacy planning strategies. Throughout his career, he has been active in the financial services community.

Alex joined Wealth Enhancement Group after working for Hightower Advisors as a Private Wealth Advisor. Prior to Hightower, Alex worked as a Mortgage Loan Originator at EverBank, as well as a Sales Associate at CNL Securities. Throughout his career, Alex has worked closely with high-net-worth families, individuals, and business owners to create tax smart investing and advanced planning strategies.

Prior to joining Wealth Enhancement Group in 2022, Kevin spent most of his financial services career (which began in 2005) with Merrill Lynch and Ameriprise, mainly as a Financial Advisor, Financial Planner, and Portfolio Manager. Previously, Kevin had worked for 15 years in human cytogenetics, analyzing the chromosomes of children with leukemia. Everything he did was deeply analytical, which made for fairly seamless transition to analyzing portfolios and client situations.

Melissa focuses on helping clients and others set and reach their financial goals by preparing and conducting reviews and developing and executing on financial plans. She also helps clients and others navigate and respond to a variety of concerns including life insurance cases, cost basis questions, and more. Melissa joined Wealth Enhancement Group through the 2018 partnership with Cimino Wealth Advisors. She and her husband Jay have two children and live in Beloit, WI.

James is recognized as a specialist on tax and investment strategies for retirement income planning and education funding. He helps clients pursue their financial goals through a strategic process. He determines which strategies from the various areas of financial planning are relevant to a client and what combination of strategies helps provide the family with the strategic process to work towards their objectives simultaneously.

Michael specialize in investment strategy and management, as well as comprehensive financial advice and retirement planning for high net-worth individuals. He has an extensive background in wealth management including Mellon Bank and BPU Investment Management. Michael lives on a farm with his wife and daughter. He cherishes spending time with his family and enjoys the outdoors while hiking, hunting and fishing. Michael is an avid volunteer in his community of Somerset.