Kristen brings more than 12 years of experience working in the financial services industry with a background in both retail banking and wealth management. While she began her career in management at a retail bank, she later found her true calling and developed a passion for wealth management. She thrives on developing deeper relationships with her clients in order to help them achieve their short-term and long-term financial goals.

With three decades of experience in the financial industry, Kos leverages his knowledge and substantial experience to provide financial planning and wealth management services to a wide range of clients. In his current position as a financial advisor with Wealth Enhancement Group, he helps his clients pursue their financial goals through close communication and consultation. 

Peter’s career in the financial services industry started in the late ‘90s. Over the course of his long and successful professional journey he has held a variety of roles, all of which have showcased his abilities in retail and institutional sales, as well as relationship management and financial planning.

Jeremie is an experienced investment professional who specializes in holistic financial planning, including estate planning strategies and asset allocation. As a financial advisor with Wealth Enhancement, he develops comprehensive financial strategies for his individual and business clients that include distribution plans for retirement, hands-on investment management strategies, tax planning, and business analysis, as well as estate and risk management strategies.

As a financial advisor with Wealth Enhancement, Stephanie focuses on developing and implementing tax strategies and estate planning techniques to reduce income and estate taxes for her clients. She leverages sophisticated investment strategies that enable her to focus on working toward capital preservation and multi-generational wealth transfer plans for her clients.

As a financial advisor with Wealth Enhancement, Mick employs a disciplined process to help clients understand their long-term investment objectives and risk tolerance, and then determine the appropriate asset allocation and diversification strategy for their needs. With more than 30 years of experience, Mick began his career in the banking industry, serving as senior trust officer and portfolio manager. He later founded the Streff Financial Group.

Patricia has helped clients achieve their income and long-term planning goals for more than 30 years in the financial services industry. She has held positions as financial advisor, trust officer and operations manager throughout her career. She joined Wealth Enhancement Group through the 2018 partnership with Retirement Strategies, Inc.

George is deeply committed to helping clients achieve and sustain financial confidence throughout retirement. His professional experience and in-depth knowledge make him exceedingly qualified to give advice on nearly any personal finance topic. As a corporate Tax Auditor for the New York State Department of Tax & Finance in 1991, he gained extensive knowledge on how to read financial statements and develop strategies to minimize income taxes.

With almost three decades of experience in the wealth management industry, Vince's depth of expertise helps give confidence and clarity to his clients. Vince specializes in working with individuals interested in retirement and post-retirement distribution planning needs. He takes into account not only the accumulation of funds, but also distribution options along with estate planning ramifications.

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.