Atlas Team

1577 Fruitville Road

Sarasota

,

FL

34236

About the Atlas Team

Welcome to the Atlas Team, where our commitment to serving our client is paramount. We offer our clients independent, merit-based recommendations—because we’re consultants, not salespeople. Our planning process is comprehensive. We also prioritize investing with a focus on risk reduction for our clients, helping them achieve their lifetime goals while developing lifelong relationships. Our priority is S.M.A.R.T.E.R. Financial solutions: Scientifically | Managed | Assets | Requiring | Trust | Education | Responsibility™. With decades spent studying and applying financial science to the needs of our clients, you’ll experience why our personal touch matters. Reach out today!

Client Logins

Advisory Team

Laura Mattia

Ph.D, MBA, CFP®
Senior Vice President, Financial Advisor

Stephen Craffen

CFA®, CFP®, CLU, ChFC
Senior Vice President, Financial Advisor

Greg Giardino

CFP®, CPWA®
Vice President, Financial Advisor

Alison Hall

CFP®
Vice President, Financial Advisor

Client Service Team

Barbara Freeborn

Client Service Associate

Leamarie Mattia

Financial Planning Assistant

It’s Your Smarter Money

Resources from our team

Topic
Newsroom
Dennis Huergo, CEPA®, CFP®, CLU®, Vice President and Financial Advisor, and Laura Mattia, Ph.D, MBA, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by MarketWatch in the article, “As inflation hits a 3-year high, here’s what 13 financial advisers say you must do now to protect your portfolio”
5/12/2026
Newsroom
Laura Mattia, Ph.D, MBA, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by MarketWatch in the article, “‘I am clueless.’ I am 65 and had $100K in my 401(k). An adviser put it all into an annuity, promising a 10% return. Now what?”
5/4/2026

Current Clients

Contact this team via email or phone at the top of the page.

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Schedule an initial consultation

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Barron’s: Awarded on 9/12/2025 (Mega RIA) for 6/30/24-6/30/25. Paid for logo use. Forbes: Awarded 10/1/25 for 3/31/24-3/31/25. Paid for logo use. USA Today: Awarded 4/15/26 for the five-year period ending January 2026. Paid for logo use.