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. 

Andrew was born in southeastern Michigan but has lived in the Bradenton, Florida, area for most of his formative years. He graduated Florida State University where he was active in various organizations, including serving as the Vice-Chair of the FSU College Republicans.

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.

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.

Ethan has worked in the financial services industry for over three decades. He founded his own firm, Advanced Underwriting Services, in 1996 as an independent financial services provider specializing in retirement and estate planning strategies for high-net-worth clients and businesses.  

Adam brings years of financial and client experience to our team, all with a focus on serving our clients. During his nine years with T. Rowe Price, he focused on providing retirement and wealth management consulting. Adam enjoys working directly with clients and helping them achieve their financial goals, whether through investment education and plan development or portfolio monitoring and check-ins.