Cindy focuses on helping her clients through the financial planning process and enjoys forming long-term, personal relationships with those she works with. She works closely with her clients, ranging from young professionals to retirees, to help define, monitor and work towards their financial goals. She lives in Charlotte with her husband Adam and their sons Roman and Vince. She and Adam enjoy traveling, hiking and cheering on the VT Hokies. Contact Cindy at (704) 409-2594

Steve works closely with his clients to help them define their financial goals, and develop a “road map” for working towards those goals. His clients cover a broad spectrum in age and area of focus. For retirees and near-retirees, he focuses on replacing income during the retirement years and preparing for the long-term legacy they want to leave for their families. For younger clients, he focuses long term savings for retirement goals and college education.

With more than 20 years of experience in retirement planning, investment consulting, and futures trading, Sean specializes in helping businesses understand how qualified retirement plans work and what options will best meet their specific needs. He also creates and conducts employee education and fiduciary review meetings for businesses. In addition, Sean performs investment reviews for retirement plan sponsors, as well as for individual clients.

Jason has a passion for helping his clients by sharing his knowledge of modern investing principles and aligning those principles with their unique goals and aspirations. He feels his greatest offering is to help alleviate anxiety and stress around investing. Jason started his career in the financial services industry at Charles Schwab in 2001, then spent 16 years at Equius Partners prior to that firm’s integration with Wealth Enhancement Group in 2023.

Lachlan has worked in finance since 2006, with experience in corporate governance, proxy research, vote management and cloud and digital workflow technology. As a financial advisor, he feels a true sense of purpose helping clients achieve their goals. Lachlan became a wealth advisor at Equius Partners in 2017 and is now part of Wealth Enhancement Group after the firms joined forces in 2023.

With more than fifteen years of experience in the wealth management industry, Alex has an extensive background in fixed-income portfolio management and research. Before joining the Wealth Enhancement Group as a financial advisor, Alex held positions with several investment management firms, including Northwest Investment Counselors.

Carl brings 25 years of experience in the investment business to his current position as a financial advisor with Wealth Enhancement Group. He employs a comprehensive, solutions-focused approach to help his clients realize their long-term financial goals with portfolio management, risk management, retirement planning (including IRAs, 401(k)s), estate planning, 529 education savings plans and more. 

Chris began working in financial services at the Vanguard Group in 1997, leading technology projects for the firm’s personal financial planners. Chris found his professional calling and passion 8 years later when he guided his parents into retirement. He then navigated his career to become a financial advisor at Vanguard.

Amos began his career in the investment world in 1988, having held executive positions as a research analyst and management consultant with several well-known financial firms. He was the founder of Altius Capital Partners, L.P., a long/short equity fund, and later, the founder of VPR International, a software firm serving investment analysts.

Meredith brings 15 years of investment experience to his role as a Vice President, Financial Advisor with Wealth Enhancement Group. Since joining the industry directly from college, Meredith has spent the majority of his career with large institutional investment houses, serving in a variety of roles. Originally from New Jersey, Meredith now resides in Lafayette, California with his wife and son. Outside of work, he enjoys traveling, golf, coaching his son’s sports and family time.