James is recognized as a specialist on tax and investment strategies for retirement income planning and education funding. He helps clients pursue their financial goals through a strategic process. He determines which strategies from the various areas of financial planning are relevant to a client and what combination of strategies helps provide the family with the strategic process to work towards their objectives simultaneously.

Michael specialize in investment strategy and management, as well as comprehensive financial advice and retirement planning for high net-worth individuals. He has an extensive background in wealth management including Mellon Bank and BPU Investment Management. Michael lives on a farm with his wife and daughter. He cherishes spending time with his family and enjoys the outdoors while hiking, hunting and fishing. Michael is an avid volunteer in his community of Somerset.

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.

Jack is an experienced executive with a history of success serving both institutional and private wealth management clients across multiple geographies and industries.Having worked in the financial services industry since 2010, Jack has developed considerable skills in portfolio construction, equity and manager research, financial and estate planning, derivatives and trading and global capital markets consulting.

Mary joined Wealth Enhancement Group in 2022 through the Bohmer Kilcoyne Wealth Management acquisition, and she brings with her an impressive array of financial analysis skills, decision-making capability and long-term strategic planning acumen. Her objective today is the same as it’s always been; to help clients and their families think about, prioritize and pursue their financial goals and to integrate these goals with the most effective investment tools.