Dave was a Partner with Chase Lincoln Capital Advisors, where he managed both large cap and small cap mutual funds and common trust funds with combined assets exceeding $300 million. Dave began his career in 1982 with Howe & Rusling, where he was the Manager of Equity Research. He joined Wealth Enhancement Group in 2021 through the QCI acquisition. In his spare time, he enjoys playing golf, and spending time with his wife, Mary, and three children.

Mark’s approach to wealth management includes taking into consideration all stages of life and the different goals and objectives that come along with them. He equips his clients with long-term financial plans that help to reach each targeted milestone and incorporate risk management. Mark is a member of the Financial Planning Association.

John Michael entered the financial services industry in 1992 when he joined Prudential Securities as a Financial Advisor in Ft. Myers, Florida.

Julie joined Wealth Enhancement Group in 2022 through the Scroggins Wealth Management acquisition. Throughout her career in the financial sector, Julie has maintained a commitment to building lasting relationships based on valued and professional experience and a deep understanding of what a client needs from their advisor.

Colin has more than 10 years of experience in the financial services industry, including spending the earlier part of his career with J.P Morgan’s Chief Investment Office located in New York. He is a graduate of Florida Southern College with a BS degree in Business Administration and Economics. Colin works closely with clients to develop a planning process which will simplify their investment, tax and estate planning needs.