Marti Awad has more than 30 years of experience working in the capital markets, first as a practicing tax attorney at one of the country’s top law firms and, for the past 24 years, as a private wealth advisor. Before that she worked in the tax consulting group of a national accounting firm. She joined Wealth Enhancement Group in 2021 through the merger of Cardan Capital Partners which she cofounded.

Jim launched his career in the financial services industry over 30 years ago. He was the founder of a registered investment advisory firm, which eventually expanded with a group of partners before becoming part of Wealth Enhancement. Jim uses a goals-focused, planning-oriented approach to help his clients reach their long-term goals.

Jordan has been serving clients in the financial services industry since 2015. He uses his passion for financial planning and the client experience to form strong connections. Prior to joining Wealth Enhancement Group in 2023, Jordan fulfilled multiple roles with Charles Schwab and Northwestern Mutual. He obtained the Certified Financial Planner Professional designation in 2018 and Chartered Financial Consultant designation in 2020.

Rick began his career as a CPA with Coopers & Lybrand and then served as the Chief Financial Officer with Rosenberg Real Estate Equity Funds (RREEF). In 2006, he established Lifetime Legacy Services, a boutique financial services firm specializing in real estate, concentrated wealth strategies and legacy planning.

David began his career in financial services in 2015. As a financial advisor for Marcum Wealth and now, in his current role as a financial advisor with the Bart team at Wealth Enhancement, David’s focus is helping clients with financial planning, investment management and client services. David and his wife, Clare, have two children and live in Cleveland, Ohio. He is an avid Cleveland sports fan and enjoys playing golf and the guitar.

In his current position as a financial advisor with Wealth Enhancement, Garrett brings a deep commitment to helping families and business owners as he provides professional guidance in retirement planning, investment management, business valuation, exit planning and estate strategies, including trusts and legacy planning. With a background as an Army veteran and current member of the Tennessee Army National Guard, he employs a disciplined and strategic approach to financial planning.

Chris has over 30 years of experience providing investment advisory and wealth management services for high-net-worth individuals and business owners. Chris began his career with Morgan Stanley and went on to become one of the founding partners of Marcum Wealth in 2006.

Eric brought 20 years of experience in financial planning and wealth management to his current position as a financial advisor with Wealth Enhancement.

Zeke joined Wealth Enhancement Group in 2022 and has been in the financial services industry since 2014. As a CERTIFIED FINANCIAL PLANNER™ professional, Zeke uses the financial planning principles to help his clients with retirement, tax, estate, education and insurance planning based on their individual goals and concerns. During his free time, Zeke loves to travel, participate in Spartan obstacle course races, play tennis, and host board game nights with friends.

Adam got his start in the financial services industry in 2008 as an intern with Wealth Management Group. Adam joined Wealth Enhancement Group in 2023. His success as a financial planner is the result of his unwavering commitment to professionalism and personal service. He is dedicated to learning about his clients' personal goals and priorities and working with them to build a unique financial security plan that best fits their financial objectives.