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A Team Approach to Comprehensive Wealth Management 

A Team Approach to Comprehensive Wealth Management

Our mission at Wealth Enhancement Group is to improve our clients’ lives by delivering the best possible advice. One of the ways we seek to accomplish this objective is to work as a team.

You’ll continue to work with your team from Planning Solutions Group. They'll now be backed by an entire Roundtable™ team of specialists at Wealth Enhancement Group, covering all angles of your financial life, from planning, investments, tax strategies, estate planning and beyond.

Should you have any questions, please call our Fulton office at (301) 543-6000.

Meet the Team

Advisors

Advisory Services

Client Services

Robert-Carson

Robert H. Carson 

Senior Vice President, Financial Advisor
MBA, Series 7, 6 & 63 Securities Registrations,1 Series 65 Advisory Registration† 

(301) 543-6001 | rcarson@wealthenhancement.com  

Robert joined Wealth Enhancement Group during the 2019 partnership with Planning Solutions Group, where he was a Managing Partner for the firm. He specializes in providing comprehensive financial planning strategies, with an emphasis on estate preservation, business succession planning and asset management. Robert has been a featured speaker at many industry events and is a trusted partner to area CPA firms, banking institutions and law offices.

  • BS & MBA, University of Baltimore
  • Five Star Wealth Manager (2013-2019)ˆ


Timothy-KvechTimothy J. Kvech 

Senior Vice President, Financial Advisor
CMFC®

(301) 543-6002 | tkvech@wealthenhancement.com 

With more than 20 years of financial planning experience, Tim specializes in advanced estate planning strategies, business succession solutions and objective advice for business owners. He is viewed as a strategic partner for area firms and has been called upon to speak at various events. Tim has served as a Board Member of the Howard County Estate Planning Council and also actively supports the TLC Foundation for Body-Focused Repetitive Behaviors. He is married with two children.

  • BA, Mount Saint Mary's College
  • Chartered Mutual Fund Counselor℠
  • Five Star Wealth Manager (2012-2019)ˆ

Don-HannahsDonald S. Hannahs 

Senior Vice President, Financial Advisor
CFP®, Series 2, 6 & 7 Securities Registrations,1 Series 62, 63, 65 Advisory Registrations†

(757) 271-8824 | dhannahs@wealthenhancement.com 

Donald’s career spans more than 30 years in the financial services industry. Prior to joining Wealth Enhancement Group, he was a founding partner of Planning Solutions Group. A powerful communicator, especially when it comes to complex financial topics, he specializes in business continuity planning, fringe benefit design and estate planning. He’s also passionate about sharing his financial prowess through local adult education programs and speaking engagements for universities and trade associations. In his free time, he strives to be the best possible husband to wife Deborah. The couple resides in Virginia Beach, VA and has two sons.

  • BS, Elizabethtown College
  • CERTIFIED FINANCIAL PLANNER Professional


Jon-GiordaniJon Giordani 

Senior Vice President, Financial Advisor
CFA®

(301) 543-6000 | jgiordani@wealthenhancement.com 

Jon has more than 20 years of experience in the investment management field, including acting as Chief Investment Officer for Planning Solutions Group, which merged with Wealth Enhancement Group in 2019. His background also includes working as a research analyst, where he recommended securities to be included in client portfolios. Jon has provided investment advice to a variety of clients including members of large asset management and mutual fund companies, state retirement funds and hedge funds. He resides in Towson, MD with his wife and two sons.

  • BA, Johns Hopkins University 
  • Chartered Financial Analyst®
  • Five Star Wealth Manager (2019)ˆ


Neal-SeagleNeal Seagle

Senior Vice President, Financial Advisor
MBA, Series 6 & 7 Securities Registrations,1 Series 63 & 65 Advisory Registrations† 

(301) 543-6015 | nseagle@wealthenhancement.com 

Neal has had a lengthy career in the financial services industry, with experience in both client-facing roles and as an operations controller and financial analyst. He works closely with local attorneys and accountants to support the financial and estate planning services they provide to their clients. Having been widowed in 1998, Neal is able to use his personal experience to support his clients as they experience their own life changing scenarios. Neal lives in Montgomery County, MD with his son and fiancée.

  • BS, James Madison University
  • MBA, Loyola College
  • Five Star Wealth Manager (2014-2019)ˆ

Melinda-Boyd

Melinda L. Boyd

Vice President, Financial Advisor
Series 7 & 63 Securities Registrations,1 Series 65 Advisory Registration,Health & Life Insurance License 

(310) 543-6011 | mboyd@wealthenhancement.com 

Melinda has more than 10 years of experience in the financial services industry, including time spent working with institutions and private clients on things like pension plans, foundations and endowments. Currently, her focus is on supporting individuals, multi-generational families and retirees, as they work to best utilize their wealth in an effort to manage lifetime goals and simplify their financial lives. In her free time, Melinda likes to travel, enjoys cooking and is an avid reader. She lives in Carroll County with her husband and sons.

  • BS, University of Delaware 


Bill-CannonBill Cannon

Director, Retirement Plan Consulting
AIF®, Series 7 & 63 Securities Registrations,1 Series 65 & 66 Advisory Registrations† 

(301) 543-6022 | bcannon@wealthenhancement.com 

Bill has more than 25 years of experience managing employer-sponsored retirement plans and individual retirement assets. He is responsible for maintaining a high-level of service for 401k and 403b clients, as well as nurturing the growth and development of this area. Beyond these specialties, his experience includes plan design consulting, administration, employee education and investment management. For fun, Bill enjoys sailing and hiking with his wife, daughter and the family’s two dogs.

  • BS, University of Maryland 
  • Accredited Investment Fiduciary®

Chris-Dionot

Chris Dionot

Vice President, Financial Advisor
Series 7 Securities Registration,1 Series 66 Advisory Registration† 

(301) 543-6017 | cdionot@wealthenhancement.com 

Chris began his career in the legal field, specializing in estate planning and corporate law. He now applies this knowledge and experience to providing advanced estate planning strategies, business succession plans and wealth management and retirement advice. Chris has been a featured speaker and instructor on the topic of family succession planning within the automotive dealer industry, and continues to lead seminars for the National Automobile Dealers Association (NADA) Academy.  He lives in Silver Spring, MD with his wife Kristen and two children.

  • BA, Boston College
  • JD, University of Baltimore School of Law
  • Member of the Maryland Bar *

*Not practicing



Joe-EvansJoe Evans

Vice President, Financial Advisor
CFP®, Series 7 Securities Registration,1 Series 66 Advisory Registration† 

(301) 543-6000 | jevans@wealthenhancement.com 

Joe was drawn to the financial services industry by a strong desire to help individuals and organizations navigate the complexities of financial planning and investment management. He takes an educational approach to simplifying the financial lives of his clients and carefully guides them through any new life changes. For fun Joe enjoys rock climbing, yoga and playing chess. He lives in Baltimore with his wife Cristal and their dog Arya.

  • BA, Virginia Tech 
  • CERTIFIED FINANCIAL PLANNER™ Professional 


Bobby-HewittRobert B. Hewitt

Vice President, Financial Advisor
CFP®, AIF®, Series 7 Securities Registration,1 Series 63 & 65 Advisory Registrations,† Life Insurance & Health Insurance Licenses

(301) 543-6036 | bhewitt@wealthenhancement.com 

Bobby specializes in comprehensive financial planning for individuals and families, and provides business owners guidance on the design, evaluation and management of qualified retirement plans. His objective is to help clients simplify all aspects of their financial life, ensuring they are prepared for life’s planned and unplanned events. Outside of work, Bobby is an avid concertgoer and enjoys spending time with family and friends. He has also served as an ambassador for the Juvenile Diabetes Research Foundation. He resides in Ellicott City, MD with his wife Emily and their two children Mackenzie and Robert.

  • BA, Washington College
  • CERTIFIED FINANCIAL PLANNER  Professional
  • Accredited Investment Fiduciary®
  • Five Star Wealth Manager (2019)ˆ


Jared-KnowlesJared Knowles

Vice President, Financial Advisor
Series 7 Securities Registration,1 Series 66 Advisory Registration† 

(301) 543-6034 | jknowles@wealthenhancement.com 

Jared has more than 10 years in the financial services industry and makes a point of staying up-to-date on current trends and ideas that will best serve his clients, especially when it comes to his extensive knowledge of capital markets, fixed income, wealth preservation and options trading. He and his wife Lauren are passionate about fitness and, along with daughter Maisie, enjoy staying active as a family.

  • BS, University of South Florida 

Brian-KuhnBrian Kuhn 

Vice President, Financial Advisor
CFP®, CLU®, CLTC®, Series 7 Securities Registration,1 Series 66 Advisory Registration† 

(301) 543-6035 | bkuhn@wealthenhancement.com 

Brian has almost 20 years of experience in the financial services industry, focusing on retirement planning, investments and insurance protection for individuals of all asset levels. He also has a special interest in assisting individuals who work in the public sector. A passionate educator, Brian enjoys sharing his in-depth knowledge through TV appearances, public speaking and articles published in industry publications. He is also actively involved with the Financial Planning Association of Maryland. Brian lives in Odenton, MD with his wife Merin and their two daughters. For fun he enjoys spending time with family, playing tennis and reading.

  • BS, Towson University
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Life Underwriter®
  • Certified in Long Term Care
  • Five Star Wealth Manager (2015-2019)ˆ

Peter-Smith-1

Peter B. Smith 

Vice President, Financial Advisor
Series 7 Securities Registration,1 Series 66 Advisory Registration† 

(301) 543-6008 | psmith@wealthenhancement.com 

Peter joined the financial services industry following a successful career in sales, applying this experience to provide a high level of customer service to his clients. His focus is on guiding individuals through retirement by managing their cash flow, retirement lifestyle choices, charitable giving goals and estate planning objectives, ultimately working to anticipate risks and simplify their financial life. Peter has enjoyed being involved with many Annapolis organizations like St. Anne’s Church, the Episcopal Diocese of Maryland, The Chase Home and the Boy Scouts. He and his wife Molly are empty nesters, with one of their many accomplishments being that they put their sons through college without student loan debt due to prudent planning.

  • Five Star Wealth Manager (2018 & 2019)ˆ

Jonathan-WieneckeJonathan Wienecke 

Vice President, Financial Advisor
CFP®, Series 7 Securities Registration,1 Series 66 Advisory Registration† 

(301) 543-6021 | jwienecke@wealthenhancement.com 

Jonathan provides financial advice and guidance based on a fundamental understanding of his clients’ unique objectives. He develops and implements planning strategies that manage short-term needs and long-term goals, often creating plans that can serve multiple generations. An avid outdoorsman, he enjoys saltwater fishing and spending time on Maryland’s easternshore. He is also a strong supporter of Ducks Unlimited. Jonathan lives in Howard County with his wife and 2 children.

  • BA, Salisbury University
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Five Star Wealth Manager (2013-2017 & 2019)ˆ

Zander-CochranZander Cochran

Associate Financial Planner
Series 7 Securities Registration,1 Series 66 Advisory Registration†

(301) 543-6038 | acochran@wealthenhancement.com 

Zander joined the financial services industry as an intern and continued to pursue the profession upon receiving a degree in finance in 2013. He has proven to have a flair for researching and monitoring investment opportunities, preparing client reviews and designing plans for prospective and existing clients. In his free time, Zander enjoys digital painting and cooking. He lives in Columbia, MD.

  • BS, Grove City College

Alex-DansbergerAlex Dansberger

Associate Financial Planner
Series 7 Securities Registration,1 Series 66 Advisory Registration,† Life & Health Insurance License 

(301) 543-6016 | adansberger@wealthenhancement.com 

Alex provides technical and analytical support to other planners within the firm and develops planning processes that allow those individuals to concentrate on addressing their clients’ needs and goals. He appreciates the complexities involved with helping clients from a variety of backgrounds, each with their own unique needs and circumstances. For fun, Alex enjoys biking, snowboarding and taking in shows on Broadway. He lives in Columbia, MD.

  • BS, Virginia Tech

Daniel-DupuyDaniel Dupuy

Associate Financial Planner
Series 7 Securities Registration,1 Series 66 Advisory Registration†

(301) 543-6019 | ddupuy@wealthenhancement.com 

Daniel began his career in financial services through an internship that developed into a permanent position within the organization. His focus has been in international equities and alternative investments, which gives him a specialized perspective when creating investment proposals, researching possible investment opportunities and analyzing new and current investment strategies. Daniel is currently pursuing his MSF and lives in Laurel, MD with his wife.

  • BA, University of Maryland

Heather-DonhauserHeather Donhauser

Senior Investment Analyst
MSF, Series 7 Securities Registration,1 Series 66 Advisory Registration†

(301) 543-6010 | hdonhauser@wealthenhancement.com 

Heather has a strong educational foundation that allows her to provide comprehensive support for the investment planning process. She has experience designing investment proposals, analyzing possible investment opportunities and reviewing new and current investment strategies. Heather enjoys being active, competing in triathlons and coaching fastpitch softball.

  • BA, McDaniel College
  • MSF, Loyola University Maryland 

Andrew-ThompsonAndrew Thompson

Assistant to Financial Planner
MBA

Andrew’s background as an investment analyst provides the know-how needed to assist the team with client investment strategies. He thoroughly researches and monitors investments to help prepare client investment reviews and design investment proposals for clients. Andrew has a BS from Xavier University and an MBA from Loyola University Maryland.

 




Lindsey-WeeksLindsey Weeks

Retirement Plan Administrator 
QKA

Lindsey has worked exclusively in the retirement plan industry for the duration of her career and brings over a decade of experience to her role. As a Qualified 401(k) Plan Administrator, she is able to provide comprehensive support to the retirement plan consulting team. Lindsey earned a BA from the University of Delaware, and lives in Dayton, MD with her husband Sean and two daughters. For fun, she likes to read and spend time with family.

 

 


Kathleen-NolanKathleen Nolan 

Client Service Manager
Series 7 Securities Registration,1 Series 63 & 65 Advisory Registrations† 

Kathleen has more than 20 years of experience in the financial services industry, supporting both institutional and individual clients. During this time she developed strong client service skills and gained useful knowledge of wealth management, which helps her assist advisors with client-related projects and provide excellent service. Kathleen has a BS from Maryland University College in Business Administration and Marketing. She resides in Carroll County with her son Casey and dog Ava.

 

 


Malinda-RussellMalinda Russell

Client Service Associate 

Malinda began her career in the financial services industry through an internship and has since advanced to the role of Client Service Associate. She is focused on providing outstanding service to current and potential clients, as well as assisting advisors with a variety of tasks. Malinda has a BS in Finance from Towson University. She lives in Towson with her husband Bill and their two children.

 

 


Laura-SokolowskiLaura Sokolowski

Client Service Associate 

Laura brings more than 15 years of banking industry experience to her role, as well as knowledge of the insurance industry. Her attention to detail and strong communication skills serve her well in assisting advisors with client paperwork, plan reviews and changes to plans. Laura earned an AAS in Accounting from Carroll Community College and resides in Sykesville, MD. She has two children and one grandchild. She enjoys travel, especially trips to Disney World.



 


Maria-MayMaria May

Branch Office Administrator 

Maria plays a critical role in ensuring the day-to-day operations of the office run smoothly. She works closely with the client services team and assists with marketing efforts for the office. Her background includes time in the events and banking industries, as well as time spent caring for her three children. Maria has a BS from the State University of New York Oswego.

 

 

 


Tara-Mason-1

Tara Mason

Administrative Assistant

Tara’s diversified skill set helps her manage a variety of day-to-day tasks that help support the greater team. She is also the first point of contact for clients who visit the office or inquire via telephone, ensuring that each individual receives a warm welcome and great customer service. In her free time, Tara enjoys playing slowpitch softball. She lives in Woodlawn, MD.

 

 

 


ˆAward criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2018 or 2019 FIVE STAR Wealth Managers.

1Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC.

†Advisory Registrations are held with Wealth Enhancement Advisory Services.

Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group, Planning Solutions Group (PSG) and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.