firstname.lastname@example.org | (845) 294-2080
Debbie began her career working for a large financial planning firm in Westchester County, and quickly realized she would prefer an environment where she could build closer relationships with her clients. That desire motivated her to launch 10-15 Associates, a wealth management firm focused on independence, quality investment management, and putting the client’s priorities first, with her husband, Mike DeMatteo. In 2020 Debbie and the 10-15 Associates team joined forces with Wealth Enhancement Group. Debbie enjoys cooking, working out, and traveling. Most of all, she likes spending as much time as she can with her husband and their three children and grandchildren. Debbie is also an avid supporter of several Goshen, NY-area charities.
email@example.com | (845) 294-2080
Over the last several years, Michael has handled corporate investment, managing the quality of the client experience and expansion for future growth. His parents are his inspiration. He credits them as his role model in raising his own three children, and in showing him the proper way to care about people. Their guidance ultimately became a major influence in creating his approach to counseling clients. Michael joins the Wealth Enhancement Group team in 2020 through the new partnership with 10-15 Associates. Mike enjoys traveling and playing golf and a good game of chess. He also appreciates great food, fine wine, and spending as much time as possible with his wife, three children and their families.
firstname.lastname@example.org | (845) 294-2080
Stephanie meets with existing and prospective clients to review their assets and provide ongoing investment guidance. Every relationship begins with a prospective client looking for investment guidance. From there the relationship develops into far more. She believes the client-advisor relationship goes beyond investment consulting. She wants to understand how each client values their money to create a plan that is best for them and their family. From there she collaborates and implements a plan considering wealth enhancement & protections, wealth transfer strategies, tax planning, and even charitable giving. In her free time, Stephanie loves spending time with her husband, son and their two dogs. She is a proud supporter of St. Jude’s Children’s Hospital, as well as many annual athletic events that support cancer awareness.
email@example.com | (845) 294-2080
Adam works with existing and prospective clients to provide in depth financial counseling and help them plan for the things that matter the most. Adam has proven experience and expertise in a wide array of financial planning subject areas. His main areas of focus include investment, tax, retirement, insurance and education planning. Adam joined Wealth Enhancement Group through the partnership of 10-15 Associates in 2020. On the personal side, Adam’s passion for golf followed him from college into his personal and professional life. He enjoys competing with friends and clients on the golf course and in local amateur tournaments.
firstname.lastname@example.org | (845) 294-2080
Brian works closely with clients to help them prioritize their goals and create effective financial plans that help them to achieve their goals. He enjoys helping clients better understand how to manage their portfolios through education and takes great pride in enabling clients to enjoy the fruits of their labor by maximizing their financial circumstances. His most cherished time is spent with his family. He can usually be found outdoors with his son, taking part in activities with his daughter, or enjoying a nice dinner with his wife. Brian also supports several organizations including Wounded Warriors, Sloan Kettering Cancer Center, and Catholic Charities.
email@example.com | (845) 294-2080
As a wealth advisor, Mike performs portfolio reviews and retirement income analyses for his clients and prospective clients. One of the most fulfilling aspects of the job for Mike is being able to help people achieve goals that they have worked on their entire lives. An avid sports fan, he enjoys working out, playing golf, and following his favorite teams: the LA Lakers, UNC Tar Heels, and Tennessee Titans. He also enjoys reading and spending time with his family and friends. Mike supports St. Jude’s Children’s Hospital and the Jimmy V Foundation. His professional mission is to become a top expert in the field so that he can be the ultimate resource for his clients.
firstname.lastname@example.org | (845) 294-2080
Mike helps clients navigate through the transition into retirement by running income projections, and reviewing portfolio performance. He prides himself on being able to assist clients and prospective clients with all aspects of their financial situation. A Division I Cross Country and Track & Field athlete at Fordham, where he served as a team captain, Mike can often be found outside, either running in local races or hiking. He also spends as much time as possible with his girlfriend, family and friends, and following his favorite sports teams: the NY Yankees, Chicago Bears, NY Rangers, and NY Knicks.
email@example.com | (845) 294-2080
A seasoned portfolio manager and investment strategist, Brian has been in the asset management business since 1992 and joined Wealth Enhancement Group through the 10-15 Associates merger. He gained valuable experience managing funds at places such as Picton Mahoney Asset Management, where he successfully launched and ran a U.S. equity hedge fund that outperformed peers, and AllianceBernstein, where he authored investment strategy pieces and engaged institutional clients. Brian is married with twin daughters and lives in Short Hills, NJ.
firstname.lastname@example.org | (845) 294-2080
Brad enjoys assisting individuals and businesses with their accounting and tax needs, providing in-depth analysis to help identify and analyze factors that drive value. As a licensed CPA, Brad provides individual and business advisory services to clients, focusing on tax, bookkeeping, and consulting. Prior to his time in the private wealth management industry, Brad worked for 20 years in the energy business, valuing assets, managing risk, and managing physical energy assets. Outside of the office, Brad enjoys spending time with his family, hunting, fishing, and playing golf.
email@example.com | (845) 294-2080
Andrew loves the challenge of knowing that the markets change every day and that there will be a fresh set of hurdles to clear each week. A lifelong learner, he relishes being able to build upon his previous knowledge and experience. With years of experience in portfolio strategy implementation, he is also skilled in executing and settling trades, gathering economic data, performance reporting and research for the investments inside the portfolio. When he’s not working, Andrew enjoys running, cooking, and watching the Arsenal Football Club.
firstname.lastname@example.org | (845) 294-2080
Evan is directly involved with all activities associated with 10-15 Team's portfolio database management and maintenance. From account inception and forward, he is responsible for all operations involving portfolios as well as the ongoing technological advances and initiatives within the company. Outside of work, Evan is an avid Volkswagen enthusiast and eSports competitor; often found turnings wrenches, pressing keyboards, and clicking mice, while keeping busy. Additionally, in his free time you can also find Evan hiking with his white German Shepherd, Ghost.
email@example.com| (845) 294-2080
firstname.lastname@example.org | (845) 294-2080
email@example.com | (845) 294-2080
firstname.lastname@example.org | (845) 294-2080
email@example.com | (845) 294-2080
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Goshen, Fishkill and Tarrytown office advisors are not affiliated with LPL Financial.