Nate brings nearly 15 years of financial planning expertise to the firm, most recently as Chief Planning Officer for the Financial Advisory Group. There, he oversaw the financial planning team and the development of long-range strategic plans for clients, including cash flow, current financial position, retirement, insurance/benefits, and analysis of complex estate plans, as well as managing the bill pay services for family office clients.

Steve spent nearly a decade working as an engineer before pursuing his passion for helping people meet their financial goals. In 1993, he founded an independent advisory firm with a client-first approach to financial planning before joining forces with Atlas Financial.

Chris earned his Bachelor’s degree in Finance at Mississippi State University and then obtained a Master of Science degree in Finance from Louisiana State University. Chris has successfully passed the CFA® Level 1 exam and is in pursuit of Level II. Chris joined Wealth Enhancement in 2024. During his free time, Chris enjoys spending time with his golden retriever, Fletcher, as well as fishing, golfing, and live music.

Thomas brings a decade’s worth of experience serving clients with investment research, portfolio construction, trading, financial planning, and business development. With the Financial Advisory Group, he was the Chief Investment Strategist, serving on its Investment Committee before joining Wealth Enhancement Group with the rest of his colleagues in 2024.

Renee first served as a financial planning associate with the Financial Advisory Group. But she has the distinction of having worked there for over half of her life during summer, then completing her internship with the firm in the summer of 2020. Financial planning is not only a passion, it is in her blood.

Rachel serves clients as a financial planner, starting with The Financial Advisory Group as an intern while still a student. In addition to working with the financial planning team, Rachel also specializes in education planning and helps to create and maintain client’s 529 Plans. She joined the Wealth Enhancement Group family alongside her colleagues in 2024.