Tom is a tax services veteran with nearly 30 tax seasons under his belt. He also served, during a 10-year interlude, as a corporate controller in the agriculture industry. Tom was co-owner of a CPA firm prior to joining Wealth Enhancement Group.

With nine years of tax services experience at Wealth Enhancement Group and Ogden Wealth Management, Shana has a keen understanding of tax advisory, planning and preparation needs of wealth management clientele. Her experience covers tax planning, preparation, and resolving IRS and state taxing authority notices for a broad range of individual, gift tax, trust, partnership, and S Corporation tax situations.

Merlyne joined Wealth Enhancement Group as part of the 2018 partnership with OneSource Retirement Advisors. As a Senior Tax Advisor, she researches investment planning issues with a strong focus on retirement planning. Merlyne is currently working toward a Certified Financial Planner™ Professional certificate. Her background includes income tax preparation and planning. Merlyne lives in Malvern, PA with her husband Mike and sons Calvin and Chris. She has a Saint Bernard named Ku’uipo.

Natasha has over 20 years experience as a tax professional. Most recently at the Financial Advisory Group, she provided tax compliance and planning services for both businesses and individuals. She has also done work as a tax compliance specialist for publicly held corporations. She joined the Wealth Enhancement Group in 2024. Away from the firm, Natasha enjoys traveling and spending time with her family.

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. 

Lisa has over 14 years of tax and accounting experience at Wealth Enhancement Group and prior firms. She began her career as an auditor for Deloitte & Touche before finding her passion as a tax professional.

Ernie uses his nearly 30 years of experience to navigate clients through the complexities of the tax code. He specializes in providing tax preparation and planning services to individuals, small to medium-sized businesses, trusts, estates and foundations. Ernie’s accounting background has also supported his ability to deliver accounting and bookkeeping services to business, trusts and estates. In his free time, he enjoys golfing, cooking and traveling.