With over 30 years of experience as a lead financial advisor, Robert takes a consultative approach to developing, implementing and monitoring financial and retirement plans. As a financial advisor with Wealth Enhancement, he provides financial advisory, wealth and risk management services for high-net-worth individuals and retirement plans.

With financial advisory practice experience dating back to 2000, Perry served as a vice president with Merrill Lynch, then founded Perry Reghetti & Associates in 2002 before joining Aurum Wealth in 2016.

Chris has over 30 years of experience providing investment advisory and wealth management services for high-net-worth individuals and business owners. Chris began his career with Morgan Stanley and went on to become one of the founding partners of Marcum Wealth in 2006. 

Matthew began his career in the banking industry as a personal banker. Prior to joining Wealth Enhancement as a financial advisor, Matthew was a partner with Aurum Wealth for three years and Marcum Wealth for four years. He helps clients pursue financial independence with comprehensive financial planning and investment management and works under the highest fiduciary standard to provide advice, while bearing in mind the client’s best interests.

Charlie has been in the financial services business for over 30 years. From 1991 to 2020, he served as president of the Portin Hoffmann Financial Group and later, as a partner with Marcum Wealth. From his early days as an analyst in the pharmaceutical industry to his current role as a financial advisor with Wealth Enhancement, Charlie helps his clients effectively manage and invest their money to achieve their long-term goals.

Zachary launched his career in the financial services industry in Ohio in 2010. Prior to joining Wealth Enhancement as a financial advisor, he served as a financial advisor and education specialist with several advisory firms, educating plan participants and individuals about their available choices in their retirement plans, as well as how to navigate various options through job transitions. 

For over 20 years, Greg has helped families work toward financial success by helping them grow their assets and plan for their future with a constant focus on the impact of taxes. As a financial advisor with Wealth Enhancement, Greg specializes in estate planning, asset management, taxes, charitable objectives and business planning.

For over 50 years Bob has built an outstanding reputation working with people to help them build and sustain their financial dreams. He has become a very skilled advisor working with people who are going through life-changing events, the sale of a business, the loss of a loved one, marriage and divorce.

Pete has provided investment portfolio design and management services for individuals and small business owners for over 25 years. In his current role as a financial advisor with Wealth Enhancement, Pete uses his experience and unique perspective to take a hands-on, customized approach to helping his clients achieve their long-term financial goals for a safe and secure retirement. 

Eric brought 20 years of experience in financial planning and wealth management to his current position as a financial advisor with Wealth Enhancement.