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Showing 121-130 of 4196 results

Bio

Brian Gregov

Brian leads a highly qualified team and oversees the retirement plan governance and fiduciary responsibilities for his clients, along with their administration, operations and design. He has broad experience working in retirement solutions, including managing plans for large, multi-hundred-million-dollar corporations as well as small businesses. Brian supports his clients by designing customized retirement plans that are focused on specific goals and needs.

Warren, NJ

Bio

Brian Fisher

With over 25 years of experience in the financial services industry, Brian has largely focused his practice in the employee benefits space, helping employers and employees to pursue their financial objectives in a sustainable, cost-efficient manner.

Malvern - Liberty Blvd, PA Mullin Team

Bio

Jennie Boland

Jennie joined Wealth Enhancement Group in 2009 and has more than 25+ years of experience in the financial services industry. She brings extensive knowledge of investments, tax strategies retirement planning and insurance. Jennie loves working with her clients to help them enjoy a successful retirement and guide them through economic ups and downs as well as create a legacy to align with their values.

Woodbury, MN Boland Team

Bio

Lyda Adames

Lyda supports the day-to-day needs of the team by assisting in the collection and processing of client data and deliverables. She also tracks and reports on the preparation and completion of over 700 tax returns throughout the course of the year. She has worked in the customer service industry for over 15 years, giving her the ability to interact and manage internal and external relationships. Lyda enjoys spending time with her husband and two children during her spare time.

Darien, CT

Bio

Ted Braun

Visit Hoover Team

Malvern - Liberty Blvd, PA Hoover-Braun Team

Bio

Debbie Oswald

Debbie collaborates with her clients to establish wealth management strategies designed to achieve their financial goals. She is passionate about working with physicians, executives, and families to plan their financial journey and maximize their financial capacity. Debbie has developed skills in varied retirement plan structures, financial strategies, and tools—with a goal of optimizing the financial capacity for those in the health care community.

Madison - John Q Hammons Drive, WI Oswald Team

Bio

Tiffany Rosetti

Tiffany has lived around the globe and brings her worldly life experiences to her everyday work. Having worked in the financial services industry since 2007, she learned the importance of understanding not only the big picture and details to fully implement plans, but also her clients’ values and relationship with money.

Atlanta, GA Sandy Springs Team

Bio

Debbie Pursey

Debbie uses her years of corporate experience in strategic planning to help clients understand how to make better financial decisions. She enjoys seeing relief when her clients finally have the confidence that their financial house is in order. Debbie has a special heart for women who juggle roles in both their careers and their homes. She is an advocate for helping them understand how to pursue financial confidence.

Walnut Creek - Mt Diablo, CA Walnut Creek Team

Bio

Maura Mallaney

Maura has been serving clients in the personal financial planning industry for almost 20 years. Prior to that she served clients in the Institutional Investment Banking industry for over a decade. In her current role, Maura specializes in comprehensive retirement and financial planning while also focusing on investment strategies, creating income plans, tax efficiency and estate plan reviews.

Parsippany, NJ MACRO Team

Bio

Lane Marmon

Lane joined Wealth Enhancement through 2016 partnership with HHG & Company. Before joining the financial services industry, she worked as an attorney, litigating high net worth dissolution and child custody matters. She frequently draws on her legal experience to advise her current clients. Lane frequently authors articles and speaks at local and national events regarding financial planning.

Darien, CT Marmon Team