Mike knows about the importance of taxes in overall wealth management. He has spent close to 40 years doing quality work in various roles in the insurance and financial services industries. Experience, expertise and attention to detail enable Mike to consistently deliver the level of service Wealth Enhancement Group is committed to providing for clients. Mike and his wife, Karen, live in West Chester, PA and enjoy traveling and spending time with family and friends.

Susan’s long and successful career in tax preparation and accounting is well into its fifth decade. Over the course of those decades Susan has owned her own accounting practice, been Controller of a small company, worked for a CPA firm and a financial planning firm, where she dealt with small businesses, individuals, trusts and estate.

Ernie comes to the Wealth Enhancement Group with 12 years of experience in financial services, but a more than 30 year history of preparing taxes. His combined professional experience has covered a wide variety of roles including Tax Preparer, Office Manager, District Manager, Financial Planner and Registered Principal operating an Office of Supervisory Jurisdiction.

With more than 40 years of tax preparation experience, Carol brings a wealth of knowledge to our team, including tax planning services. She currently resides in West Chester where she is a keen supporter of charitable projects and thoroughly enjoys spending time with all her children and grandchildren. Services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly-owned subsidiary of Wealth Enhancement Group®.