Andrew has more than a decade of experience in fiduciary, estate and gift taxation, as well as estate and trust administration, with specialized experience in estate and gift tax regulations governing trust and estate accounting and tax compliance. He assists his clients in preparing estate, gift, individual income and fiduciary income tax returns. In his role as a trust officer, he works with a broad range of clients helping to meet their financial needs regarding trusts.

Paul began his career in the investment industry in 2005. He held previous positions with H.D. Vest Financial Services and FinTrust. In his role as a financial advisor with Wealth Enhancement, Paul works with his clients to develop sound financial plans. He takes the time to understand what is important to each client and works toward maintaining their desired lifestyle leading up to and through retirement.

Chris began working in financial services at the Vanguard Group in 1997, leading technology projects for the firm’s personal financial planners. Chris found his professional calling and passion 8 years later when he guided his parents into retirement. He then navigated his career to become a financial advisor at Vanguard.

Kate has been a financial planner at Wealth Enhancement Group since 2007. Previously, she assisted in the management of trusts and portfolios for high-net-worth clients. She is involved with the Roundtable™ and provides her expertise to help walk clients through the best way to organize their estates to ensure their assets are passed in the most efficient way possible. Kate enjoys taking complex estate and financial strategies and making them easily understood to the average person.

With more than 30 years in the financial service industry, Brent was the managing partner for Landmark Financial Advisors for the past two decades which partnered with Wealth Enhancement Group in 2024. Prior to Landmark, Brent worked as a Managing Director for US Bank’s Personal Trust Division, where he specialized in estate and financial planning for high-net-worth business owners and their families.