A second generation financial advisor, Bret learned early in life the importance of balancing a budget, setting financial goals and managing risk through the lessons taught by his father around the breakfast table.

Prior to joining the Wealth Enhancement Group as a financial advisor, Jason held positions with AXA Equitable Life Insurance and the Levy Wealth Management Group. As part of his advisory practice, he provides comprehensive wealth management services, including retirement planning, for a diverse group of clients. Jason and his wife, Alissa, have two daughters, Brianna and Ashlynn. In his free time, Jason, an avid Philadelphia sports fan, enjoys golf, camping and fishing.

Ken studied neuropsychology at Harvard while producing operas and orchestra concerts in his “spare time”. That’s also when Ken started investing for himself and his family, and his experience as an active investor now spans more than 45 years. Post med school and residency, Ken worked as an internist at Harvard University Health Services, then came to Southern California to work at Kaiser-Permanente.

Kevin has over three decades of experience helping individuals and organizations reach their financial goals. He founded Peak Financial Services in 1995, specializing in retirement and estate planning for both business owners and individuals. He and the rest of his team joined Wealth Enhancement in 2024. 

Eric’s 30-year investment career has been dedicated to serving the varied needs of individuals and families whose wealth has the potential to change the essential nature of their descendants’ lives. His journey began at Merrill Lynch in 1993 as an intern who then rose through the ranks to become an inaugural member of the Managed Solutions Advisory Board. From there, he joined Morgan Stanley Wealth Management where he became a Family Wealth Director for the firm.

Brian Bedford has over 20 years of financial services industry experience. He specializes in leading clients to and through retirement, assisting individuals and couples with the management, preservation and transfer of their wealth. For more than 20 years Brian has worked with clients to assess their needs and goals, develop comprehensive financial plans and implement and review their plans on a regular basis.

Bill has more than 25 years of experience managing employer-sponsored retirement plans and individual retirement assets. He is responsible for maintaining a high-level of service for 401(k) and 403(b) clients, as well as nurturing the growth and development of this area. Beyond these specialties, his experience includes plan design consulting, administration, employee education and investment management. He was named a FIVE STAR Wealth Manager (2020-2022)*.

Brian creates financial plans, provides investment consulting, and manages assets for clients by implementing and monitoring prudent investment strategies. With more than 20 years of experience working as a financial advisor, Brian assists both businesses and individuals with making sound financial decisions that will aid them with their immediate and long-term goals.

Alex joined Wealth Enhancement Group after working for Hightower Advisors as a Private Wealth Advisor. Prior to Hightower, Alex worked as a Mortgage Loan Originator at EverBank, as well as a Sales Associate at CNL Securities. Throughout his career, Alex has worked closely with high-net-worth families, individuals, and business owners to create tax smart investing and advanced planning strategies.

Jim has more than 35 years of experience in the financial services industry, including years spent with Morgan Stanley. Throughout his career Jim has helped clients with life planning, coaching them on how to help achieve their vision by leveraging their financial resources and focusing on work-life balance. This led him to form Live Your Vision, LLC in 2009 and enter into a partnership with Wealth Enhancement Group in 2019.