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Our Team

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 every member of your team from Retirement Strategies Inc.—now known as the Carr-Hart-Neeley Team—whom you’ve been working with all along. And now your advisory team is backed by an entire Roundtable™ team of specialists at Wealth Enhancement Group, covering all angles of your financial life: From planning and investments to tax strategies and estate planning, and beyond.

Should you have any questions, please call our Jacksonville, FL office at (904) 600-5920.


Carr, Bill

Bill Carr

Senior Vice President, Financial Advisor, CFP®

(904) 600-5920 bcarr@wealthenhancement.com

A Jacksonville native, Bill has been helping people make wise financial decisions as an independent financial advisor since 1989. Prior to becoming an advisor, he studied business at Jacksonville University and the University of North Florida and worked for more than a decade in the banking industry. In 1990, he founded Financial and Retirement Strategies and began to work with many of the same individuals who remain clients to this day. Bill joined Wealth Enhancement Group through the 2018 partnership with Retirement Strategies, Inc. He has been married to his wife Ernie for 28 years and together they have raised four sons. Bill resides in Jacksonville Beach, FL and enjoys spending time with his sons and five grandchildren.

  • CERTIFIED FINANCIAL PLANNER™ Professional


Bill-Hart

Bill Hart

Senior Vice President, Financial Advisor, CFP®, MBA

(904) 395-2078 bhart@wealthenhancement.com

Bill entered the financial industry upon graduating college, working as a bank vice president and a life insurance agent. He then established a career as a financial planner and partnered with Bill Carr to form Retirement Strategies, Inc. in 1994. Bill currently serves as an Adjunct Professor in the college of Accounting and Finance at the University of North Florida, as well as Treasurer for the Highlands Precious Gifts Preschool. He lives in Jacksonville, FL with his wife of 37 years. He has two daughters and enjoys fishing, boating and traveling.

  • MBA, University of North Florida
  • BS, University of Florida
  • CERTIFIED FINANCIAL PLANNER™ Professional


Mary-Beth-Neeley

Mary Beth Neeley

Senior Vice President, Financial Advisor, CFP®, RICP®, IACCP®

(904) 395-2079 mneeley@wealthenhancement.com

Mary Beth brings an extensive background in the financial services industry to her role at Wealth Enhancement Group. She began her career in banking and in 1987, she began working for a large broker dealer firm in Pennsylvania. In 1997 she joined Retirement Strategies, Inc. as Operations Manager and became a partner in 2005. She is passionate about creating and monitoring clients’ financial plans and employing strategies that help clients achieve their goals and life dreams. In her free time, Mary Beth enjoys spending time with her husband, three children and grandchildren. She resides in Ponte Vedra Beach, FL. 

  • CERTIFIED FINANCIAL PLANNER™ Professional, Retirement Income Certified Professional®, Investment Adviser Certified Compliance Professional®

 


Tye-Crews

Tye Crews

Regional Vice President, Planning Consultant, CFP®

(904) 395-2075  tcrews@wealthenhancement.com

As a CERTIFIED FINANCIAL PLANNER Professional with nearly 15 years of experience in the industry, Tye specializes in providing comprehensive financial guidance to clients to help simplify their financial lives. Tye grew up in Saint George, GA and went on to be a four-year letterman on the football team at Furman University, later working as an assistant coach while in graduate school. He and his wife Cristina have lived in Jacksonville since 2004 and have two children. In his free time, Tye actively participates in his church and enjoys spending time with his family, playing golf and fishing. 

  • MA, Furman University
  • BA, Furman University
  • CERTIFIED FINANCIAL PLANNER™ Professional

 


Tiffany-Beard

Tiffany Beard

Vice President, Financial Advisor, CFP®

(904) 600-5920 tbeard@wealthenhancement.com

Tiffany is driven to work closely with clients and help them understand how they are positioned financially with respect to important life goals, such as retirement and estate planning. She began her career in the financial services industry in 2005. Prior to that, Tiffany spent two years teaching English in Clermont-Ferrand, France, in part to pursue a passion for the French language. She joined Wealth Enhancement Group through the 2018 partnership with Retirement Strategies, Inc. Outside of the office, Tiffany and her husband Jon enjoy spending time with their children and traveling.

  • BS, Florida State University
  • CERTIFIED FINANCIAL PLANNER™ Professional

 


Haggerty, Tom

Thomas Haggerty

Vice President, Financial Advisor, CFA

(904) 395-2076 thaggerty@wealthenhancement.com

Tom brings 20 years of experience to his role of Vice President, Financial Advisor. Before joining Wealth Enhancement Group in 2018, he had served as Investment Research & Portfolio Manager for Retirement Strategies, Inc. Prior to that, Tom worked as an equity analyst with Susquehanna International Group. Tom is currently a member of the CFA Society Jacksonville and also sits on the Jacksonville advisory board for the Make-A-Wish Central and Northern Florida chapter. Out of the office, Tom enjoys spending time with his wife and two children. He also enjoys surfing, water polo, swimming and experiencing the outdoors.

  • BS, University of Richmond
  • Chartered Financial Analyst


John-Pope

John Pope

Vice President, Financial Advisor

(904) 395-2074 jpope@wealthenhancement.com

John has been helping others make smart choices about their finances since 1973. He has had a robust career working for several prominent financial institutions in a variety of capacities. He later joined Wealth Enhancement Group through the 2018 partnership with Retirement Strategies, Inc. John likes to stay involved in organizations with his colleagues and is a member of the World Affairs Council, Navy League and Police Council, just to name a few. He enjoys sports, the great outdoors and spending time with his wife Jane and three adult children.

  • Florida Bankers Association Trust School
  • American Bankers Graduate Trust School | Northwestern University
  • BA, University of Florida


Patricia-Lawrence

Patricia Lawrence

Associate Financial Advisor

(904) 395-2072 plawrence@wealthenhancement.com

Patricia has helped clients achieve their income and long-term planning goals for more than 30 years in the financial services industry. She has held positions as financial advisor, trust officer and operations manager throughout her career. She joined Wealth Enhancement Group through the 2018 partnership with Retirement Strategies, Inc. Patricia is a Past President of the Jacksonville Alumnae Panhellenic Association and an active member of the Jacksonville Alumnae Group of Kappa Kappa Gamma Fraternity. In her leisure time, she enjoys traveling with her husband, Jay.

  • BS, University of Florida 


Taffy-Remisiewicz

Taffy Remisiewicz

Financial Planner, CFP®

(904) 719-6855 tremisiewicz@wealthenhancement.com

Taffy has been a financial services professional since 2003. She enjoys helping clients and institutions with strategic financial and operational planning. Her capabilities address both fundamental and complex financial situations with clarity and efficiency in a comprehensive yet personalized approach. In her free time, Taffy enjoys participating in endurance sports and spending time with her husband David and two children.

  • BA, Auburn University
  • CERTIFIED FINANCIAL PLANNER™ Professional


Chandler-Carr

Chandler Carr

Associate Financial Planner

(904) 395-2070 ccarr@wealthenhancement.com

Chandler’s desire to positively impact others by helping them reach their financial goals has led down his path to becoming an Associate Financial Planner. Prior to this role, he served as a Portfolio Administrator at Retirement Strategies, Inc. He’s currently taking classes to obtain his CERTIFIED FINANICAL PLANNER™ Professional designation. While attending University of Florida, Chandler played two years on the Gator football team under Urban Meyer and Will Muschamp. In his free time he enjoys fishing, attending Jaguars games and spending time with family.

  • BS, University of Florida


Debbie-Douget

Debbie Douget

Client Service Manager

(904) 600-5921 ddouget@wealthenhancement.com

Debbie served in the United States Navy for 21 years. After she retired, she entered the financial services industry and, for the last 12 years, has worked hard to ensure client satisfaction in scheduling, correspondence and fulfilling day-to-day service needs. Debbie and her husband have been married for 36 years and have two grown children. Debbie spends as much time at Disney World as possible. She is a voracious reader and trivia aficionado, and enjoys running. 

 



Loribeth-Visconti

Loribeth Visconti

Client Service Manager

(904) 600-5923 lvisconti@wealthenhancement.com

Loribeth has been focused on client service for much of her professional career. She began as an executive assistant for a large mortgage lender prior to transitioning to a career in the insurance industry. In her role as a Client Service Manager at Wealth Enhancement Group, she enjoys providing clients with the best possible experience in managing their financial life. In her free time, she enjoys going to the beach and spending time with friends and family.

 


Ben Davis

Ben Davis

Branch Operations Manager, CFP®, AAMS®

(904) 395-2071 bendavis@wealthenhancement.com

Ben started his career in financial services as a temp at Charles Schwab in 2007 and eventually became one of the firm’s top financial consultants. He later joined SoundView Advisors as a financial life planner and director of marketing. In his current role as Branch Operations Manager, he enjoys overseeing daily Operations activities and implementing process improvements. In his free time, Ben enjoys spending time with his wife Larissa and their three children.

  • BS, Harding University
  • CERTIFIED FINANCIAL PLANNER™ Professional and Accredited Asset Management Specialist℠