Devan began her career in financial services working with a small business lender before transitioning to wealth management, holding a variety of roles on the team which allowed her to gain an in-depth perspective on all aspects of the client experience. She is also a Five Star Wealth Manager (2023) award winner.*

Nicole strives to be a beacon of clarity for individuals faced with the immense challenge of managing their family’s wealth after the loss of a spouse. As a financial planner for widows and the host of the ""He’s Gone But the Money’s Not"" podcast, she collaborates with real estate, legal, tax, and estate professionals to guide widows into the next stage of life and build a solid foundation for their future. 

Zach holds a unique position in the firm as a financial advisor who’s extensively helped social media influencers, serving as the first line of defense for these entrepreneurs. He designs financial planning that helps shield them from the ups and downs of unstable cash flow. His favorite part of the job is getting to know each clients’ individual financial goals and helping them meet them, taking into account their unique risk of an abrupt termination.

Casey joined Landmark Financial Advisors in 2015 which partnered with Wealth Enhancement Group in 2024. Before Landmark, Casey worked in the financial service industry in St. Louis, Missouri. Casey gained valuable experience collaborating with a firm that specialized in meeting the unique financial needs of physicians across the country. 

Alison has spent more than a decade in the financial planning industry and has a passion for helping her clients achieve their financial goals. She joined Atlas Financial in 2020 as the Financial Planning Director. She works with hundreds of clients as an educator and advisor and continues to find purpose in helping individuals gain understanding of their finances to actualize their goals. 

Ryan is a Financial Advisor and a CFA® charterholder specializing in high-net-worth families and next generation financial planning. He brings 10+ years of expertise in various roles to deliver tailored guidance for client’s retirement and investing goals. We aim to educate and elevate our client’s understanding of their financial situation and long-term goals through innovative solutions and generational wealth strategies.

Lewis King joined Wealth Enhancement Group in 2022 through the Scroggins Wealth Management acquisition, and he brought with him two decades of experience in the financial services industry. Prior to taking his first professional steps, Lewis received his undergraduate degree in Business Administration from Florida State University. He then pursued his MBA at the University of South Florida and received a degree in Accounting.

As an advisor with over 40 years of experience, Perry has witnessed a multitude of market conditions and dynamics. The knowledge he has gained throughout the years is invaluable as he seeks to guide his clients through the abundance of investment information in the marketplace. Perry’s journey in the financial sector started in 1981 and he joined Wealth Enhancement Group in 2022 through the Scroggins Wealth Management acquisition.

Kevin has been advising clients since 2002, and his focus has always been to provide prudent and objective guidance to his clients. He enjoys working with individuals across all stages of the financial planning spectrum, whether they be a recent retiree or a younger person just beginning to plan for their financial future. Kevin helps his clients to identify, plan for, and ultimately work toward their financial goals. Kevin and his wife, Kelly, live in Charlotte with their three daughters.

Gregory has spent over two and a half decades providing critical tax, accounting, and financial management services for his many clients, both individuals and closely held businesses. He offers a comprehensive suite of financial services including retirement planning, tax efficient investment strategies, and insurance needs analysis.