David, a veteran Marine, is an experienced financial advisor with over seven years of experience providing clients with personalized assistance with retirement planning, estate planning, portfolio management, tax strategies and overall expert guidance in managing their finances. Prior to joining Wealth Enhancement as a financial advisor„ David served as an advisor at Wells Fargo and Merrill Lynch.

Kyle is passionate about helping individuals and families navigate their financial journeys with confidence and clarity. Since joining Wealth Enhancement in 2018, he has been dedicated to crafting personalized financial roadmaps that align with each client’s unique goals and life circumstances. Kyle takes a holistic approach, considering all aspects of a client’s life to develop strategies that simplify and strengthen their financial well-being.

Neva has over 10 years’ of experience working with pre-retirees in the development and implementation of their company pension, 401(k), Deferred Compensation, HSAs, and FSA plans. As a financial advisor with Wealth Enhancement, she works with individuals and families to manage and grow their wealth to help them achieve their financial goals leading up to and after retirement.

Diane has over 20 years of experience in the financial industry. She began her career in Citibank, NA in their New York office before transferring to San Francisco to work in the Citigroup Private Bank division. After taking time away from her career to raise her two children, Diane reentered the financial services industry in 2015, joining Ginsburg Financial Advisors. She supervised all administrative staff, human resources, client service, and office operations.

Logan brings experience from top firms in the industry, having previously worked at Merrill Lynch on the advisory side and as a financial advisor consultant at Nuveen, to his current position as a financial advisor at Wealth Enhancement. With a blend of advisory and institutional experience, he has a deep understanding of both investment strategy and client-centric planning. Logan partners with individuals and families to build, manage and protect their wealth.

Russ has worked in the financial industry since 2022 and is driven by a deep commitment to helping people create fulfilling futures through integrated financial planning and advice. In his current role, Russ works with clients to build their financial plans, provide guidance, and develop investment proposals tailored to each client’s needs. He designs strategies that support clients as they build wealth, prepare for major life events, and pursue what matters most to them.

As a financial advisor with a passion for helping clients align their money with what matters most to them, Kevin brings a holistic, planning first approach to wealth management grounded in the belief that a clear financial plan is the foundation for a more balanced and fulfilling life.

Sam has worked with Tammy, Brian, and the Legacy team for almost ten years. He worked at JPMorgan Chase for several years as a credit underwriter before joining the team. In his previous role as an Investment Consultant, Sam specialized in investment research, asset allocation, and financial plan creation. As an advisor, Sam will maintain the function of investment analyst as well as perform his advisor duties.

Alex started his time at Wealth Enhancement Group as a Client Service Associate, becoming the liaison between advisors and clientele. Obtaining his CRPC designation, Alex was promoted to Associate Financial Advisor where he engages in financial planning, investment management, and product research. Alex strongly believes in a collaborative approach to help clients achieve financial well-being.

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.