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Bio

Pete Hoffmann

Pete has provided investment portfolio design and management services for individuals and small business owners for over 25 years. In his current role as a financial advisor with Wealth Enhancement, Pete uses his experience and unique perspective to take a hands-on, customized approach to helping his clients achieve their long-term financial goals for a safe and secure retirement. 

West Conshohocken - State Road, PA Hoffmann Butler Team

Bio

Eric Wulff

Eric brought 20 years of experience in financial planning and wealth management to his current position as a financial advisor with Wealth Enhancement.

Cleveland, OH Aurum Cleveland N. Team

Bio

Perry Reghetti

With financial advisory practice experience dating back to 2000, Perry served as a vice president with Merrill Lynch, then founded Perry Reghetti & Associates in 2002 before joining Aurum Wealth in 2016.

Akron - Green, OH Aurum Akron Team

Bio

Thomas Filomeno

Tom is a certified public accountant and financial advisor with over 40 years of experience in the fields of accounting, tax planning and wealth management. As a trusted financial advisor with Wealth Enhancement, Tom is dedicated to helping individuals, families and businesses achieve their financial goals through comprehensive financial planning and strategic wealth management, with a particular emphasis on tax, estate planning, trust and charitable giving matters.

Hartford, CT Aurum Hartford-St. Louis Team

Bio

David Rome

David began his career in financial services in 2015. As a financial advisor for Marcum Wealth and now, in his current role as a financial advisor with the Bart team at Wealth Enhancement, David’s focus is helping clients with financial planning, investment management and client services. David and his wife, Clare, have two children and live in Cleveland, Ohio. He is an avid Cleveland sports fan and enjoys playing golf and the guitar.

Cleveland, OH Aurum Cleveland-Tampa Team

Bio

Andrew J. Reinhardt

Andrew began his career in financial services at JPMorgan Chase in 2017. As a banker, he worked closely with individuals, families and business owners to support their everyday banking needs — offering personalized guidance and building strong, lasting relationships along the way. In 2023, he joined Steven Brett’s team at Marcum Wealth, continuing in a client service capacity before being promoted to Associate Financial Advisor on the Aurum Brett team at Wealth Enhancement.

Melville - 68 South Service Road, NY Aurum Brett Team

Bio

Steven D. Brett

Steve joined Wealth Enhancement Group as a financial advisor after a successful tenure as a leader at Marcum Wealth and Marcum Financial Services. His financial services background has been shaped by the challenges gained from working several years on the institutional trading desk at Goldman Sachs and Speer Leeds and Kellog. Steve focuses on helping clients achieve their financial goals by developing comprehensive financial plans and integrating essential investment strategies.

Melville - 68 South Service Road, NY Aurum Brett Team

Bio

Joanna Lograsso

Joanna is a financial advisor with Wealth Enhancement and works with Eric Wulff to help families achieve their goals by developing a comprehensive financial plan, making critical strategic decisions and then integrating the appropriate investment strategies. She focuses on financial planning, business succession planning, asset allocation and portfolio construction.

Cleveland, OH Aurum Cleveland N. Team

Bio

Marquis Lewis

Marquis understands the necessity of discipline and great communication skills to help clients navigate their financial journeys with confidence. He focuses on providing personalized strategies that protect what matters most, while creating a comprehensive plan to build a lasting financial legacy and educating the next generation to be responsible stewards of wealth and values.

Cleveland, OH Aurum Cleveland S. Team

Bio

Jeremy Shafer

Jeremy began his career in financial services almost 20 years ago. Before joining Wealth Enhancement, he worked as an advisor in the brokerage, RIA, and private bank spaces. As a financial advisor and financial planner, he focuses on the unique needs of executives, professionals, investors and business owners in solving their financial challenges to help them meet their long-term goals.

Midland, MI Gavin Team