Lane joined Wealth Enhancement through 2016 partnership with HHG & Company. Before joining the financial services industry, she worked as an attorney, litigating high net worth dissolution and child custody matters. She frequently draws on her legal experience to advise her current clients. Lane frequently authors articles and speaks at local and national events regarding financial planning.

Since 2018, Jordan held key roles at Trident Trust where he led teams to ensure compliance with complex regulatory requirements. Jordan is a seasoned fiduciary expert with extensive experience in trust and estate management. In 2025, He joined Wealth Enhancement as the chief fiduciary officer where he oversees legal compliance, operational risk management and strategic growth initiatives, while working with clients and stakeholders to design customized fiduciary solutions.

Chris began his career in the legal field, specializing in estate planning and corporate law. He now applies this knowledge and experience to providing advanced estate planning strategies, business succession plans and wealth management and retirement advice. Chris has been a featured speaker and instructor on the topic of family succession planning within the automotive dealer industry, and continues to lead seminars for the National Automobile Dealers Association (NADA) Academy.

In 2024, Phil brought his 24+ years of financial services experience to Wealth Enhancement Group. Phil started his career in 1990 as an attorney focusing on estate, gift and income tax planning and practiced law for over a decade. In 2001, Phil launched Piermont Wealth as a fiduciary wealth management firm for high-net worth individuals and families. His background as an attorney with a master’s in taxation enhances the comprehensive financial advisory services he provides to clients. 

With a career that spans financial services, law and international affairs, Sarah brings deep knowledge to the firm. She has been integral to shaping financial strength for individuals and families by providing comprehensive, customized financial advice and investment strategies designed to grow and preserve wealth. Sarah has worked as a wealth management advisor for more than a decade. Prior to that, she was a practicing family law attorney.

Pat brings 25 years of experience in the securities industry to his clients on a daily basis. Before coming to Wealth Enhancement Group, he worked as the chief executive officer of a mutual fund company, and he owned and operated a Registered Investment Advisory firm. Pat provides customized financial planning services for his clients combined with a values-driven and consistent approach to money management.

Jason is passionate about using his skill and experience as a tax counselor to provide sophisticated wealth planning solutions to high-net-worth clients and their businesses. He has previously served as an Executive Director and Wealth Advisor at J.P. Morgan Chase, where he helped ultra-high-net-worth clients with issues ranging from estate and tax counseling to business succession and other personal planning strategies.

As Chief Compliance Officer at Wealth Enhancement Group since 2024, and Vice President of Compliance Operations since 2021, Joe oversees employee Licensing & Registrations, Marketing Compliance and General Compliance Services for WEG’s internal BD and RIA.

Kate has been a financial planner at Wealth Enhancement Group since 2007. Previously, she assisted in the management of trusts and portfolios for high-net-worth clients. She is involved with the Roundtable™ and provides her expertise to help walk clients through the best way to organize their estates to ensure their assets are passed in the most efficient way possible. Kate enjoys taking complex estate and financial strategies and making them easily understood to the average person.

Chris has nearly 40 years of financial experience in public accounting, the chemical industry, and tax services. He served clients with the Financial Advisory Group for nearly 20 years, most recently as Senior Tax Advisor helping high-net-worth individuals with tax compliance and planning, as well as a specialty in formulating financial models for the purchase of medical practices. He joined Wealth Enhancement Group in 2024.