Jack has over 27 years of financial industry experience. He began his career in corporate finance as a Financial Analyst then worked in institutional investment management serving as an Equity Analyst and Portfolio Manager for healthcare sector-focused mutual funds and long-short equity funds.

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.

Thomas brings a decade’s worth of experience serving clients with investment research, portfolio construction, trading, financial planning, and business development. With the Financial Advisory Group, he was the Chief Investment Strategist, serving on its Investment Committee before joining Wealth Enhancement Group with the rest of his colleagues in 2024.

Steven brings 15 years of experience in the financial industry, including roles in commercial banking, insurance, and tax preparation prior to taking on investment management responsibilities in 2012. As Chief Investment Officer of The Financial Advisor Group, he led the firm's investment research, asset allocation, and trading activities before bringing his skills to Wealth Enhancement Group in 2024.

Ryan is a Financial Advisor and a CFA® charterholder specializing in high-net-worth families and next generation financial planning. He brings 10+ years of expertise in various roles to deliver tailored guidance for client’s retirement and investing goals. We aim to educate and elevate our client’s understanding of their financial situation and long-term goals through innovative solutions and generational wealth strategies.

Austin began his career in financial services in 2013, and since then he’s gained invaluable experience in the roles of Financial Advisor, Investment Operations Specialist and Portfolio Manager. His knowledge of portfolio management as well as trading expertise make him a huge asset to our team to serve clients well. Austin and his wife, Kayla, currently reside in Houston, TX. They are both fans of the outdoors including hiking, camping and fishing.

bdutton@wealthenhancement.com Billy is a Certified Public Accountant and holds the Chartered Financial Analyst® designation. He is a founding member of the Kings Point Team and oversees the planning, organizing, and implementation of administrative systems.

jmarshall@wealthenhancement.com Jake became part of the Wealth Enhancement Group organization via a merger with Kings Point Capital in 2022. After joining the Kings Point Capital team in 2009, he ultimately achieved partnership in the firm and now currently serves as one of the team’s managing directors.

jbeaird@wealthenhancement.com Jason became part of Wealth Enhancement Group via a merger with Kings Point Capital in 2022. In 2023, Jason was promoted to Senior Vice President, Financial Advisor & Managing Director of the Kings Point Team, which manages over $1.7 billion with team members based in Nashville, TN and Great Neck, NY. 

Kevin has been advising clients since 2002, and his focus has always been to provide prudent and objective guidance to his clients. He enjoys working with individuals across all stages of the financial planning spectrum, whether they be a recent retiree or a younger person just beginning to plan for their financial future. Kevin helps his clients to identify, plan for, and ultimately work toward their financial goals. Kevin and his wife, Kelly, live in Charlotte with their three daughters.