Matt helps his clients plan financially for every phase of their lives. He was formerly an instructor at a large university teaching tax and accounting classes and has several years’ experience in a “Big 4” firm as well as several years in a regional firm.

Brian works closely with clients to help them prioritize their goals and create effective financial plans that help them to achieve their goals. He enjoys helping clients better understand how to manage their portfolios through education and takes great pride in enabling clients to enjoy the fruits of their labor by maximizing their financial circumstances.

Bud began his career in the financial services industry in 1986. He is a licensed insurance agent for life, health, and long-term care insurance and is a member of the Million Dollar Round Table. He and his wife, Betty, live in Rock Hill, S.C. They are members of First Baptist Church where Bud leads a Griefshare Class. Bud has also recently begun to volunteer with Hospice and Community Care in Rock Hill as a grief counselor.

With five years of experience in the financial services industry, Peter provides clients with holistic services and strategies to their wealth management opportunities and decisions. He began his professional career at Morgan Stanley in Chicago, where he worked alongside the retirement team. He looks forward to working and learning from his father, Vince Cimino, who is Senior Vice President, Financial Advisor at Wealth Enhancement Group.

Bev manages multiple client relationships, working closely with families to design and implement customized financial and estate plans. She also oversees the financial planning program for her team. Bev joined Wealth Enhancement Group in 2021 through the North American Management merger. Prior to joining North American Management in December 2018, she was with Lake Street Advisors, where she served as a relationship manager for a number of family relationships.

Jeremy has more than 16 years of operations and program management experience and has held positions with Integra LifeSciences and The United States Air Force. In his current role, he is responsible for establishing strong client relationships by understanding their goals, needs and concerns. He delivers fundamental and complex guidance to customers, using retirement, income and investment management tools and implementing a wide array of complex financial strategies.

Keith has been in the financial industry since 2005. He provides comprehensive financial planning to his clients, as well as asset management, investment analysis, education planning, and social security planning services. Keith also provides fiduciary advisory services to qualified retirement plans, helping ensure they are audit-ready. He also holds educational meetings for plan participants and helps them become retirement-ready.

Christopher graduated Seton Hall University with a BA in Social and Behavioral Sciences, with minors in Social Work and Political Science. He completed the Financial Planning certificate program at Fairley Dickinson University and earned the CERTIFIED FINANCIAL PLANNER™ certification. Chris joined Wealth Enhancement Group in 2022 through its merger with Burke Financial Strategies.

Robert began his career in 1994 with a variety of positions in sales, service and management. Since 2007, he has advised clients on investment management solutions across all major asset classes, prioritizing preservation and growth through asset allocation, security selection, and tax planning.

Chris grew up in Washington, Iowa and graduated from Luther College in 1997 with a degree in Psychology. He found his calling in financial services at a Fortune 500 organization in 2006. As a Financial Advisor with Wealth Enhancement Group (he joined us in 2022 through the Hawkins Wealth Management acquisition), Chris is focused on a holistic approach to building long-term, impactful relationships. He seeks to empower clients with the confidence and wisdom to realize their hopes and dreams.