Search

Filters

Content Type
Topics
Showing 111-120 of 4196 results

Bio

Laura Gilman

Laura got her first taste of the financial world while working as a bank teller in high school. As an undergrad, she delved deeper as an analyst intern at Smith Barney and then spent the first phase of her post-college career in the corporate world. Laura worked as an auditor for Arthur Andersen, while earning her MBA and CPA. Next, she held several financial executive positions for financial institutions in New York and Los Angeles.

Los Angeles - Westwood, CA Gilman-Waltzer Team

Bio

John Maloney

As a financial advisor with Wealth Enhancement, John provides strategic wealth management services for a wide range of clients. John brings more than 30 years of experience in the wealth management industry. He began his career with Marine Midland Bank and subsequently held positions with several financial organizations before joining M&R Capital as Chief Investment Officer.

Summit, NJ Maloney Team

Bio

Evan Harbot

Evan has over two decades of experience in the asset management/financial services space with top firms such as FS Investments, Inland, CNL, and Russell Investments.

Alpharetta, GA

Bio

Bill Friebel

With over three decades in the advisory and consulting industry, Bill enjoys helping professionals, businesses, and their families pursue their goals of financial independence and freedom. Prior to joining Wealth Enhancement in 2024, he worked with Starfox Financial for seven years. He was also with Merrill Lynch for nearly 13 years as a Senior Financial Advisor and Wealth Management Advisor before moving to Starfox Financial.

The Woodlands, TX Starfox Team

Bio

Jose Palafox

Jose brings over 25 years of experience in the investment industry to Wealth Enhancement Group and his clients. He started his career working at two larger brokerage firms before opening his own firm, Starfox Financial Services, in 2006. He founded his firm with the belief that clients deserve full and undivided loyalty from a fiduciary advisory with their best interests in mind, not that of his own or his firm. Starfox Financial Services joined Wealth Enhancement in 2024.

The Woodlands, TX Starfox Team

Bio

Adam Elliott

Adam has been serving the community as a Financial Advisor since 2019 and joined Wealth Enhancement Group in 2023 through the New Era Financial acquisition. He appreciates conversations with clients and specializes in helping them on the path to financial freedom through personalized financial planning and investments.

Hutchinson, MN New Era-Hutchinson Team

Bio

Michele Newhouse

Michele has been serving clients with Wealth Enhancement Group for more than two decades. Her specialty is comprehensive retirement and financial planning, along with estate planning review. She has extensive experience in tax strategies, investments and income generation. She understands that the economic climate and current events affect our day-to-day markets and that implementing and maintaining proper planning is essential to good financial health.

Arden Hills, MN Newhouse Team

Bio

Stephen Hodgetts

Steve has been practicing wealth management since 2013. He spent many years focused on helping executives from the Biopharma Industry in Boston. He noticed that because of the industry’s fast pace and growing complexity, it is often difficult for professionals to properly plan for their personal goals. 

New York - Grand Central, NY FC Team

Bio

Sharon Kluesner

skluesner@wealthenhancement.com

Dubuque, IA Heacock-Jones Team

Bio

Courtney Stutts Huge

Courtney is a CERTIFIED FINANCIAL PLANNER™ professional who has worked in financial planning and wealth management since 2016. She enjoys getting to know clients, understanding what matters most to them, and helping them make thoughtful financial decisions at every stage of life.

Charlotte, NC Liles Team