In addition to advising clients, David shares leadership responsibility for investment and business development strategies. His previous experience includes roles at Berents & Hess, Rivendell Capital, Cilluffo Associates LP, PNC Financial, and Lehman Brothers. He is also a member of CFA Society Boston. David joined Wealth Enhancement Group in 2021 through the North American Management merger. 

Mindy has over 43 years of experience in investment, financial and wealth management. She began her banking career with Toronto Dominion Bank and Citibank in Taipei, Taiwan. From there she went on to working in accounting and financial analysis with Union Oil Company of California and Adobe Oil & Gas Company.