As a wealth advisor, Mike performs portfolio reviews and retirement income analyses for his clients and prospective clients. One of the most fulfilling aspects of the job for Mike is being able to help people achieve goals that they have worked on their entire lives. An avid sports fan, he enjoys working out, playing golf, and following his favorite teams: the LA Lakers, UNC Tar Heels, and Tennessee Titans. He also enjoys reading and spending time with his family and friends.

Joe has been employed in the financial services industry since 1984, starting out as a specialist in 401(K) plans. In his current position as a financial advisor with the Barton-Sorensen team at the Wealth Enhancement Group, Joes takes great pride and satisfaction in helping clients manage their resources — whether it’s saving for their first home, planning for their children’s college education or working toward their retirement goals. This has been his motivation throughout his career.

As a financial advisor with Wealth Enhancement, Colin specializes in the development and implementation of tailored tax strategies and estate-planning techniques aimed at reducing income and estate taxes for his clients, while also focusing on capital preservation and multi-generational wealth transition strategies.

As a financial advisor with Wealth Enhancement, Luis focuses on providing his clients with comprehensive, customized retirement planning strategies. In 1981, Luis transitioned from a career as a public accountant to become a financial advisor, later joining the Streff Financial Group.  

As a financial advisor with Wealth Enhancement, Ben creates customized, comprehensive strategies to help grow and preserve his clients’ wealth. Leveraging his financial planning background, Ben brings more than 14 years in the wealth management industry, most recently as a wealth advisor with the Householder Group Estate & Retirement Specialists.  Ben and his wife, Lydia, are active members of their church.

Jonathan’s mission is to understand his client’s holistic financial goals and provide a blueprint with all the tools and resources needed to navigate any economic environment. His career has included working with high net-worth clients (at Fidelity Investments) and a period as a Private Client Advisor (at JP Morgan) before taking up his current position as a Vice President, Financial Advisor with Wealth Enhancement Group.

David began his career in 2009 after graduating with B.A. degree in Economics from the University of California, Los Angeles. He previously served as a Senior Wealth Advisor at Equius Partners before joining Wealth Enhancement Group in 2023, where he continues to help clients reach their financial goals. When not spending time with his clients, David serves as the Secretary and Treasurer of the Howell Conservation Fund, a 501(c)(3) non-profit based in Atlanta, Georgia.

Mark brings his skills as a strong listener with a history of solid relationship building to the team at Wealth Enhancement Group. His attention to detail and problem-solving skills have helped him provide well rounded service to his clients since 1999. His career in the financial services industry has included time with Venture Services Group at Robert Stephens, and banking institutions such as Wachovia, Wells Fargo and US Bancorp.

Robert has been a leader in the financial services space for many years, most recently as Managing Director of Wealth Management at BPU Investment Management. He works with clients to develop comprehensive financial plans that address all stages of life while incorporating estate and income tax planning.