<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1421837511439089&amp;ev=PageView&amp;noscript=1">

Meet Our Team

Advisors


Mike Fitzgerald

Michael Fitzgerald

Senior Vice President, Financial Advisor
CFP®, CLU®, CPA, Series 7 Security Registration*, Series 66 Advisory Registration§

mfitzgerald@wealthenhancement.com 

Since graduating from the University of Texas in 1988, Mike’s career path has taken him from auditing Fortune 500 energy companies to owning a highly successful chain of retail stores and then building and growing his own wealth management company over the past 18 years.

Immediately prior to joining the Wealth Enhancement Group, Mike was the Founder and President of Fitzgerald Wealth Management, an advice-driven, financial planning-based firm focused on leading clients to financial independence and security. His individual practice within the firm focused on serving the financial and estate planning needs of C-Suite, senior and middle management executives of large companies, entrepreneurs/ business owners, retirees, widows and divorcees.

Mike lives with his wife, Helen, in Katy, Texas. They have two children, Blake and Taryn. As a parent of a child with Down Syndrome, Mike actively supports many local charities, with a concentration on those assisting individuals with disabilities. He is the past Board President of the Family to Family Network, a Houston-based non-profit providing information, training, referral and support services to families with children having disabilities. Currently, Mike serves as an advisory board member to Catholic Charites taking an active role on the Finance Committee reporting directly to the organization’s Board of Directors.

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant
  • Chartered Life Underwriter

Richard Heard

Richard Heard

Vice President, Financial Advisor
CFP®, Series 7 Security Registration*, Series 66 Advisory Registration§

rheard@wealthenhancement.com 

A law degree from the University of Texas School of Law set Richard on a 15-year path of practicing business law, including five years as the general counsel for the largest health alliance in the U.S. He split the next 15 years as an executive with two Fortune 100 healthcare corporations; one as General Manager with total P&L responsibility, and the other as a strategic account leader, representing up to $10 billion in annual sales. After retiring from the corporate world after 30 years, Richard pursued an equally impressive second career as a financial professional, which eventually led to him becoming part of the Wealth Enhancement Group team. Richard’s knowledge and experience will be invaluable resources for both his team members and their clients.

Along with his wife, Glenda, Richard has lived in Houston since 1998. They have four sons and five grandchildren. Richard has been active in the community as both a board member of his local homeowner's association and as a volunteer counselor for SCORE, helping small business owners successfully grow their businesses.

  • JD, University of Texas
  • CERTIFIED FINANCIAL PLANNER™ Professional


Rachel Garza

Rachel Garza

Associate Financial Advisor
CDFA®, CFP®, Series 7 & 63 Security Registrations*, Series 65 Advisory Registration

rgarza@wealthenhancement.com 

Over the course of her working life, Rachel has successfully combined her professional skills with an ongoing passion for helping others. For 11 years, Rachel worked in sales in the pharmaceutical device industry, before (with encouragement from her own financial professional) making the move into the wealth management arena.

Rachel is now a valued member of Wealth Enhancement Group where she works alongside Financial Advisors to help analyze their clients’ financial situation and chart a rewarding course forward. Outside of work, Rachel is active in her church, participating as a Eucharistic Minister and previously as the Pre K3 religious education teacher. She has also become a member of the Houston Livestock Show and Rodeo and volunteer with Girls on the Run. Rachel enjoys running and she is currently pursuing the Big Six World Marathon Majors. She has run numerous half marathons and completed the local IronMan Triathlon in 2019.

  • MBA, University of St. Thomas, Houston
  • Certified Divorce Financial Analyst™
  • CERTIFIED FINANCIAL PLANNER™ Professional


Derek Platt

Derek Platt

Associate Financial Advisor
Series 7 & 63 Security Registrations*, Series 65 Advisory Registration

dplatt@wealthenhancement.com 

Armed with a Finance and Economics degree from Trinity University in San Antonio and a hunger to learn more, Derek began his financial services career in Houston in 2015. His hard work and dedication were soon recognized and within a year Derek was asked to participate in various leadership programs. These programs helped him to sharpen his professional focus and long-term vision and set him on a path that has led him all the way to Wealth Enhancement Group.

As an Associate Financial Advisor, Derek is an invaluable link between the client and advisors. It is very much a “hands-on” role and fits perfectly with his energetic and service-oriented approach to the role. From an early age, Derek understood the value of mentors and role models and he had both in his grandfather, John Platt, a man who stressed the importance of having a plan, understanding your trigger points and knowing when to persevere and when to make a change. Outside of work, Derek enjoys reading, running, tennis, pick-up basketball, squash, and flag football. In fact, he actually played football in high school with Andrew Luck!

  • BS, Trinity University

Support Team


Megan WilliamsMegan Williams

Client Service Associate
FPQPTM

mwilliams@wealthenhancement.com

It’s fair to say that Megan is not intimidated by hard work. She was a stay-at-home mom for six years before going back to college to finish her degree. Her work ethic and ability to accomplish goals make Megan eminently qualified to deal with the multitude of tasks that come with the role of Operations Assistant with Wealth Enhancement Group. Megan lives in Cypress, TX with her husband, Josh, and their kids, Hunter and Hannah. She loves deep-sea fishing, deer hunting, and spending time on the lake with family and friends.

  • BBA - General Business, Sam Houston State University
  • Financial Paraplanner Qualified Professional™

Austin DeshaneAustin Deshane

Branch Administrator
Series 7 & 63 Security Registrations*, Series 65 Advisory Registration

adeshane@wealthenhancement.com

Austin began his career in financial services in 2013, and since then he’s gained invaluable experience in the roles of Financial Advisor, Investment Operations Specialist and Portfolio Manager. His knowledge of portfolio management as well as trading expertise make him a huge asset to our team to serve clients well. Austin and his wife, Kayla, currently reside in Austin, TX. They are both fans of the outdoors including hiking, camping and fishing. Austin also has a background in competitive weightlifting and he enjoys his daily CrossFit workouts.

  • BA - Economics, University of Texas

 

 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck


* Securities registrations are held with LPL Financial, Member FINRA/SIPC
Series 65 advisory registrations are held with Wealth Enhancement Advisory Services
§ Series 66 registration are held with LPL Financial and Wealth Enhancement Advisory Services