Lynnette brings over 25 years of experience to the firm advising high-net-worth individuals and families with a proven track record in team leadership and operations expertise. She most recently served as Chief Operating Officer for the Financial Advisory Group, overseeing client service operations, financial planning operations, and tax operations for the firm.

Rick has over 30 years of experience in personal financial planning, estate planning, investment management, taxation, corporate finance, and business consulting. As a founding member of the Financial Advisory Group, he served as their Chairman and Chief Executive Officer before joining Wealth Enhancement Group in 2024.