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Let’s Talk

Liles Team

4521 Sharon Road, Suite 400

Charlotte

,

NC

28211

(704) 553-8006
liles-info@wealthenhancement.com
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About the Liles Team

The Liles Team offers comprehensive financial planning, including retirement, estate, tax, investments, and more. We focus on assisting high-net-worth individuals, providing a holistic, goals-based approach. Our aim is to preserve wealth across generations, while also helping clients benefit from their successes today. We prioritize the long-term, building strong relationships with our clients so they can enjoy what matters most in their lives. Additionally, we often leverage the power of behavioral coaching and guidance on the emotional aspects of investing, which supports our team’s technical knowledge and experience. By uniting financial education, savvy problem-solving, and data-driven strategies, we build deep and personal relationships with our clients that span generations.

Advisory Team

Jonathan Liles

CFP®
Senior Vice President, Financial Advisor
Charlotte, NC

Courtney Stutts Huge

CFP®
Financial Advisor
Charlotte, NC

Chris Rogers

Associate Financial Advisor
Charlotte, NC

Christine Neese

Associate Financial Advisor
Charlotte, NC

Client Service Team

Epiffany Nelson

Senior Client Service Associate
Charlotte, NC

Resources from our team

Topic
Topic
PDF

Winter Newsletter

For many of our clients, deciding where to live in the long run is one of the biggest lifestyles and financial choices they’ll make. Entrance fees at many retirements and continuing care communities (CCRCs) have climbed dramatically, while aging in place has become more realistic thanks to better in-home care.
6/5/2026
PDF

Roth Conversions

One of the most common questions we hear from clients is some version of: “Should I be doing a Roth conversion?” It’s a fair question and one worth looking into. But the answer is almost always “it depends”, and for many clients, it may not move the needle as much as you’d hope.
6/5/2026
PDF

How to Discuss Your Estate Plan with Adult Children

Estate planning can be a tough topic to discuss or think about - you’re essentially pondering your own mortality and how to transfer multiple assets in a desired way. As challenging as the topic can be, it’s essential to be prepared and up to date with your documents. A proper estate plan is the best way to communicate your wishes to heirs after you’re no longer able to.
6/5/2026

Current Clients

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

Contact This Team

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.

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