Richard Feldman has over 15 years of experience in the financial services industry. He joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition. Richard brings a wealth of experience in advising clients on portfolio construction, risk management strategies, and retirement planning. His experience includes financial planning, trading, and client advice.
He is a graduate from the University of Miami where he received his Bachelor’s Degree in Business Administration with an emphasis on Accounting. He holds an MBA from the University of Rhode Island.
On his off time, Richard enjoys spending time with his family, golfing, and boating.
John Pitlosh has over a decade of experience in the financial services industry. He joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition. Over the length of John’s career, he has gained a wealth of knowledge both as an advisor and as a designer of highly integrated financial plans tailored to the needs of a high net-worth clientele.
Through his previous work experience at major financial firms and as a student completing his master’s in tax law, John has the experience and knowledge base to effectively research and identify critical issues facing high net-worth clients. An essential part of his role has been the coordination of the client’s key planning components with their other trusted advisors.
John maintains his knowledge base through his membership to the Chicago Estate Planning Council and Financial Planning Association.
As a financial advisor who is a Certified Financial Planner, Certified Public Accountant, and an Attorney, Louis is able to offer a unique perspective to clients, while at the same time maintaining the necessary integrity and trust that comes with over 15 years of professional experience.
Louis joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition. Louis has worked as a CPA at several Miami-based local and national accounting firms as well as local tax/estate planning boutique law firms. Louis has experience providing services in the areas of income tax, estate tax, and retirement planning. Throughout his career, Louis has counseled individuals on the principles of wealth transfer, retirement issues, estate planning, and asset protection strategies.
Louis is a member of several professional organizations including the Florida Bar, (member of the Elder Law and Real Property and Probate sections); Certified Public Accountant in State of Florida and is a member of both the Florida Institute of Certified Public Accountants and the American Institute of Certified Public Accountants, (including the Personal Financial Planning Section); Financial Planning Association, South Dade FICPA chapter, and South Dade Estate Planning Council.
Louis is married and has two children. When not at work, Louis enjoys being outdoors and traveling with his family.
Robert Gordon brings almost 20 years of experience in the financial services industry and a skilled focus in 401(k) plan establishment, portfolio construction and financial planning for high net-worth clients and their families, small and medium-sized businesses and not-for-profit organizations. Rob joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition.
His prior experience includes extensive work in comprehensive financial planning, trading energy securities for a major international oil company and working in economic development with the U.S. Peace Corps in Central America.
Rob is active with the community as a trustee of the Miami Springs Police & Fire Pension Fund; Board member of The SEED School of Miami; President & Founder of Robotics for All, Inc; Advisory Board member for Teach for America Miami-Dade.
Brett Fingerhut has more than 20 years of investment experience in global equity markets. He joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition. Brett focuses on the unique financial goals of each client to help manage an investment portfolio for their personal situations and risk tolerance. With his wealth of experience, Brett strives to provide high levels of satisfaction and loyalty to his clients.
Brett’s prior experience in wealth and investment management includes working as a Director with the Florida-based Succession Group, which specializes in wealth transfer strategies for ultra-high net worth families. In this position, Brett worked in-depth throughout the process of succession planning, analyzing financial and wealth documents to design recommended strategies, and served as the liaison between the wealth management and succession planning partnership. Before working with The Succession Group, Brett worked at Smith Barney. These experiences have strengthened Brett’s client focus and relationship-building skills.
Brett is married to his wife Johanna and has two young daughters Celine and Amara.
Frank Armstrong has more than 45 years of experience in the securities and financial services industry. Prior to joining Wealth Enhancement Group in 2021, Frank was the founder and principal of Investor Solutions, Inc., a fee-only registered investment advisor.
He joined Connecticut General Life in 1973 as a dual registered life, health and annuity agent, and securities representative. In 1983 he co-founded and served as NASD Principal of Moring-Armstrong & Company, Inc., a Registered Investment Advisor, and Broker-Dealer Representative of Royal Alliance. He is a pioneer in integrating academically driven portfolio management techniques with institutional best practices for individual investors around the world.
Frank has served a number of times as an Expert Witness in arbitrations, mediations and Federal lawsuits involving fiduciary standards, suitability, asset allocation, risk control, portfolio construction, sustainable withdrawal rates, and market returns.
Frank also served as Chief Investment Strategist for Direct Advice and has served on several boards of directors including the Advisory Board of Florida International University’s (FIU) International MBA Program and the United Way of Miami Dade Professional Advisory Board and currently contributes professional education courses to Nova University.
Frank is a Vietnam veteran and former Air Force pilot and instructor. He flew 250 combat missions in Southeast Asia. He currently lives in Coconut Grove with his wife, Gabriele, and enjoys boating, deep sea fishing, scuba diving, windsurfing, reading and travel.
Jen started her career in the RIA business in 2005, in client service. Since then, she’s gone on to managing client service and operations, overseeing the daily ins and outs behind the scenes that lead to an efficient practice and excellent client experience. The part she loves best about her job is continually innovating ways to help clients achieve what matters to them most while minimizing the stress, time, and effort they often encounter when implementing a financial plan.
In her off-time, Jen does her part to fight the decline of our precious pollinators. She’s a founding member and director of the Miami-based non-profit, Bound by Beauty, which works to create pollinator corridors in residential areas. Otherwise, you can probably find her in her garden, a certified wildlife sanctuary for pollinators, where she raises several colonies of native butterflies.
Alexandra, as a Client Service Manager, is responsible for trading, preparing, and submitting IRA distributions and assisting our clients with the full range of administrative requirements and requests. She also serves as the liaison between our clients and the institutional custodians and oversees in other operational duties. She works closely with our advisors and operations team.
Luis started his career in the retirement industry working as a recordkeeper and IT Assistant for a local RIA firm in Miami. With over 12 years of experience in the field, he has become a crucial component of our team by combining IT skills and first-hand client service experience. As Business Systems Associate, he seeks to integrate, manage, and enhance technology for the efficacy and automation of operating practices.
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† Advisory registrations are held with Wealth Enhancement Advisory Services