Jimmy has over 15 years of experience working in the wealth management and advisory industry as a financial analyst and financial planner. He holds both the CFA® and CFP® designations, as a sign of commitment to delivering the highest standard of service in both investment management and financial planning.

Jeff brings more than 20 years of experience in the financial services industry and has dedicated himself to understanding the needs and priorities of individuals and families. He focuses on providing clients with comprehensive financial advice and investment strategies designed to grow and preserve wealth. Jeff started his career as an equities trader for a small firm in New York.

Nate is a seasoned professional with more than 20 years of experience in the financial services industry and leads the MACRO Team. Nate grew up at Ameriprise Financial and has always believed that a comprehensive approach can simplify a client’s life, inspire confidence and reduce stress. He attaches great importance to financial planning, the value of good advice and the importance of helping clients identify biases that may exist in their decision-making process.

Bill has a special interest in retirement income planning and has over thirty years of experience advising clients. His focus on asset allocation, research and investment planning allows him to take an individual approach to each client’s needs and goals.

Tom is a seasoned professional with decades of experience in the financial services industry. In one of his earlier roles, Tom worked as a Financial Planner for one of the world’s largest tax advisory firms. His skills cover all aspects of wealth management including retirement income planning and employer benefit plans. In his current role, Tom maintains all aspects of the client relationship; including comprehensive portfolio recommendations, client review meetings, and financial analysis.

Kyra joined Wealth Enhancement Group in 2017 as a member of the central Trade Desk. She later moved to the Dustin Smith Team where her primary focus was on providing excellent customer service to clients. Currently, as a CFP ® professional, Kyra assists in developing, monitoring, and adjusting financial plans while working with clients directly as a financial advisor. In her spare time she enjoys golfing, biking, and relaxing at the cabin over the summer with family and friends.

Meet the Lighthouse Team Justin attended Mount St. Mary’s University where he considered pursuing a career in teaching. With the guidance of great mentors, he decided to combine his desire to teach with his passion for finance and pursue a career in wealth management.

Meet the Lighthouse Team

Meet the Lighthouse Team

Paul has truly lived the American Dream—beginning his career in financial services with no formal training and rising through the ranks to prestigious positions like CEO of BPU Investments. As an advisor at Wealth Enhancement, Paul uses his financial planning, investment management, and business skills to work with CEOs on retirement and succession plans and provides guidance on financial wellness. Paul is also a Certified Financial Planner (CFP®) and Certified Exit Planner (CEPA®).