Pete’s belief in the importance of prudent financial guidance led him to become a founder of the local Institute of CERTIFIED FINANCIAL PLANNERS™ Professional chapter. That level of commitment and
dedication, along with nearly 40 years of financial services experience, is what Pete brings to his role at Wealth Enhancement Group. Not only does he want to offer advice that allows his clients to experience financial independence and fulfill their dreams, Pete wants that independence to extend for many generations. He understands the value of family financial planning. He’s seen firsthand how professional money management promotes contentment and quality of life for himself, his wife Beth, their four children and several grandchildren.
Will began his career as an Officer in the United States Army Corp of Engineers, where he served in Operation Desert Storm/Shield and was awarded the Bronze Star. He has more than 25 years of business and personal financial services experience running companies in both the private and public sector. Over that time, Will has worked with business owners, entrepreneurs and private equity to help manage and build client wealth. As part of Wealth Enhancement Group, Will continues to be driven by a commitment to deliver the ultimate level of service to high net worth individuals and entities across the financial spectrum.
These days Will and his wife Colleen spend most of their non-work time visiting their daughters at college or watching his son on the sports field. He also serves on several Boards and Committees in the community.
John helped build and eventually run a successful family-owned financial solutions firm for over 25 years The company grew steadily over the years to the point where they had developed a large client base from coast to coast.
As a part of the Wealth Enhancement Group team, John’s focus remains unchanged; providing excellent client service, transparent advice and developing long-term, trusting relationships. John currently resides in West Chester with his wife Anne, sons Jack and Austin and daughter Hannah.
Kelly is a seasoned professional in the financial leadership field. Her role includes comprehensive office management which taps into her experience through various roles.
At Wealth Enhancement Group, that occasionally entails wearing multiple hats: budgeting, strategic planning, billing, compliance, human resources, and even helping with marketing strategy from time to time. In other words, making business management processes run smoothly while helping maintain a positive working environment is a top priority for her. Kelly currently lives in Spring City, PA with her husband, Ryan and their two children, Connor and Emily.
Teddy Roosevelt once said, “Nobody cares how much you know until they know how much you care.” Since 1999, Jerry has approached financial planning in this way, with a sincere desire to understand not only the facts and figures of an individual or family, but focused on hopes and dreams or in some cases what keeps you up at night? Financial planning done properly is life planning - a trusted and valued partnership spanning many years and multiple generations. As a CFP® since 2004, Jerry is adept in numerous financial planning disciplines and continues to help clients develop and implement their personalized financial and life plan, which makes Jerry an ideal fit within Wealth Enhancement Group.
Jerry is a resident of Malvern, PA with his wife Stephany and has three children. He is both a sports and culture enthusiast who enjoys golf, music, reading and fitness.
With experience spanning more than 15 years, Ted works closely with his clients to help them achieve the financial independence they are seeking. Focusing on the “why” helps Ted to see things through the lens of the client which leads to deep, long-lasting relationships. Ted has a firm commitment to his clients and
their families. Making a difference in people’s lives by helping them reach their goals and realize dreams is his driving force. Ted, his wife Stephanie and daughter Olivia currently reside in Kennett Square, PA.
The CIMA® designation that Pete proudly earned is a reflection of the wide and complex range of investment knowledge he possesses. As a Financial Advisor with Wealth Enhancement Group, Pete focuses on providing clients with informed advice and premier service.
Pete is an active member of the Investment Management Consultants Association and the Main Line Chamber of Commerce. He resides in Devon, PA with his wife Jane and three children: Alec, Natalie and Luke. His passions are his family, golf, reading, and spending time at the beach.
Connor plays an integral part in helping to identify ways to better serve clients and deliver the best possible financial plans. He is actively involved with several financial planning disciplines, including
investment planning, insurance planning, retirement planning, tax planning and wealth accumulation. Along with his wife Liz and two Yorkies (Monte and Tali) Connor lives in Downingtown, PA. He is currently a member of the Rotary Club of Thorndale-Downingtown and was President of the Club for the 2020-2021 calendar year.
John has worked in financial services since 2008. His many years of experience have given him a broad view of how different firms work with clients throughout the industry. He takes pride in studying the art and science of aligning strategies and personalities to reap the rewards of the proper plan.
As a Financial Advisor, John helps set and achieve financial goals with the help of his smart, creative and diverse network. John lives in Bella Vista, Philadelphia with his wife and daughter. In his free time, he enjoys playing music, reading philosophy, following rugby union, Villanova basketball and the Philadelphia Eagles.
As an Associate Financial Advisor at Wealth Enhancement Group, Dave assists his team in creating financial plans for their clients, helping them reach their financial goals. He graduated Magna Cum
Laude from Saint Joseph’s University. Dave currently lives in Springfield, PA and enjoys running, golfing, and watching his Philadelphia sports teams!
With a career in the financial sector spanning more than 30 years, Sue’s colleagues benefit from her wealth of experience and her invaluable insight.
Sue is insurance licensed, but as a part of Wealth Enhancement Group, she handles all types of customer service issues and requests such as distributions, rollovers, asset transfers and establishing all types of accounts. Like everyone at Wealth Enhancement Group, her goal is to provide the best experience possible. Sue currently lives in Springfield with her husband, Bill. They both thoroughly enjoy spending time with their three children and several grandchildren.
Over the course of her long and successful career, Danielle has become a true embodiment of her title. She is entirely focused on serving the needs of her clients. As a Client Service Manager for Wealth Enhancement Group, Danielle’s responsibilities include the client onboarding process, handling and processing client service requests, administrative tasks and any general needs or issues that may arise for our clients. Danielle currently resides in Conshohocken, PA with her husband, Joe and their son Nicholas.
As a Client Service Manager with Wealth Enhancement Group, Katie provides a broad range of administrative support to ensure the optimal quality operation and efficiency of her entire team. On any given day, Katie’s client service responsibilities might include the handling and processing of client service requests, administrative tasks and any general needs or issues that may arise for our clients. From initial onboarding through to ongoing relationship management, Katie makes sure every transaction, conversation or request goes smoothly for clients and her colleagues alike.
Katie also manages the workflow and processes for tax season operations making sure things run smoothly and efficiently. She has developed a vast knowledge of tax preparation experience and plays an integral role in the management and overall success of each tax season. Katie and her husband Matt currently live in Exton, PA with their daughters, Madison and Abigail.
As her title would suggest, Beth plays a major role in helping to keep things organized for her team. And as her surname would suggest, she makes it a family affair with her husband, Pete. She has been a strong support for Pete and the team for many years.
Beyond helping Pete with his daily task management, she is a firm believer in giving back to the community through a variety of nonprofit support. Beth lives in Phoenixville, PA with Pete where they both thoroughly enjoy spending time with their four children and several grandchildren.
With well over 20 years of experience in the financial services industry, Brian has largely focused his practice in the employee benefits space, helping employers and employees to pursue their financial objectives. He comes to Wealth Enhancement Group with a background in asset management, emphasizing the importance of asset and tax diversification through tax-deferred and tax-favorable investment products plus the use of lifetime streams of income.
Brian is a member of the Temple University Owl Club and Conwell Society, and sits on the board of Mother Goose: Read To Me. For the past 10 years, he has organized the Rich Nocella Memorial Golf Outing, with proceeds from this annual event being donated to various non-profit organizations that assist children in need. He resides with his wife and two daughters in Norristown, PA.
Over the course of her professional life, Mary Pat has done a number of things and done them all well. Prior to joining Wealth Enhancement Group, she enjoyed a very successful career in the financial services sector with over 25 years of experience. She also found time to do top-quality work in accounting and customer service.
Mary Pat delivers a high level of excellence as a Senior Client Service Manager, where she assists clients at every stage of their relationship with the company. Whether it’s initial client onboarding, organizing paperwork, or assisting with client questions - Mary Pat makes sure it happens quickly, efficiently and correctly. Mary Pat and her husband Tom have three children and reside in Chadds Ford, PA. She enjoys spending time at the shore with her family.
As an associate financial planner, Thomas applies his problem-solving skills, dedicated work ethic and his high level of self-motivation to assist clients and colleagues in any way possible.
Thomas is the oldest of four siblings. He has spent his entire life in the Philadelphia area and currently resides in Garnet Valley, PA. Some of his hobbies include reading, playing basketball, and traveling. Thomas even spent time in Japan from January - April 2021.
Innovation has been at the forefront of Stephen’s long and successful career in investment management. He launched the first tax-managed stock mutual fund and introduced one of the first asset allocation funds in 1996. His management of investment teams includes mutual funds, hedge funds, UITs, variable annuities and ETFs. Stephen has directed more than 110 investment products with more than $160 billion at three large investment firms.
On our team, he works with other team members to provide clients with exceptional plans, advice and reviews that help them achieve their financial goals. He uses his experience and expertise to contribute to portfolio construction and thought leadership throughout the firm. Stephen was chosen to serve on committees that advised FINRA and the SEC on industry regulation. He has been a frequent speaker on identifying economic and cultural trends and the impact of technology on the evolution of markets. Stephen lives in Media, PA with his wife Laura.
Prior to joining Wealth Enhancement Group, Craig had successful tenures as both a Derivatives Analyst at Vanguard and as an Investment Analyst at Hoover Financial Advisors, responsible for making investment recommendations in accordance with the investment objectives and parameters defined by each client.
Craig works with financial advisors on investment-related topics, portfolio construction, options strategies, and macro research. He currently resides in Malvern, PA and enjoys running, traveling, spending time with family and friends, and keeping up with the markets.
Matt’s passion for the industry has led him to continue to find ways to enhance his education and experience. Over the course of his career, he’s been a Trader overseeing client asset allocations, an Account Manager, Performance Analyst, and Mutual Fund Portfolio Accountant. Prior to joining Wealth Enhancement Group, he gained valuable experience preparing investment proposals and recommendations for clients, as well as, conducting investment due diligence. Matt is currently engaged to his wonderful fiancée, Hilary. Outside of work, he enjoys spending time in the outdoors, playing golf, and going to the beach or mountains.
To say that Tim took an unusual path to his current position would be somewhat of an understatement. After a 12-year career as a recording engineer in New York City doing post-production for radio and TV advertising, Tim returned to school in 2004 to embark upon a new career in the financial services industry. Graduating Summa Cum Laude would seem to be an indication that he made a wise choice.
Among other things, he spent time as a Client Portfolio Analyst and as an Analyst on an investment team, before taking up the multi-faceted role of an Associate Portfolio Manager with Wealth Enhancement Group. Originally from the mid-Hudson Valley of New York State, Tim currently resides in Upper Uwchlan Township, PA with his wife Deborah.
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† Advisory registrations are held with Wealth Enhancement Advisory Services
* Securities registrations are held with LPL Financial, Member FINRA/SIPC