Bio
Ben began career as a U.S. fixed-income research analyst at SEI Investment Company where he spent five years analyzing, evaluating and developing fixed-income strategies to support institutional investment portfolios. In 2021, he became a financial advisor at Marcum Wealth.
Bio
Prior to joining Wealth Enhancement, Tyler spent three years with Marcum Wealth where he began his career as part of the internship program before transitioning into his full-time role as a financial advisor. Adhering to the highest fiduciary standards, Tyler is passionate about eliminating client fears through comprehensive financial planning and investment management.
Bio
Chris has over 30 years of experience providing investment advisory and wealth management services for high-net-worth individuals and business owners. Chris began his career with Morgan Stanley and went on to become one of the founding partners of Marcum Wealth in 2006.
Bio
Mary joined Wealth Enhancement Group in 2022 through the Bohmer Kilcoyne Wealth Management acquisition, and she brings with her an impressive array of financial analysis skills, decision-making capability and long-term strategic planning acumen. Her objective today is the same as it’s always been; to help clients and their families think about, prioritize and pursue their financial goals and to integrate these goals with the most effective investment tools.
Bio
Kellen has been practicing as an advisor since 2007, focusing on developing long-term personal relationships with his clients. His concentration is on financial planning and investment management for his clients that range from young professionals building their financial future, to those nearing or in retirement looking to recreate the paycheck from their working days. Kellen and his wife, Kelly, live in the Sedgefield area of Charlotte with their son, Lane, and English bulldog, Hank.
Bio
Todd is a seasoned advisor and business development executive with more than 25 years of experience in the institutional securities and investments business. His principal focus has been advising high-net-worth investors around custom strategies in a Fiduciary capacity. Over the course of his career, Todd has been involved in several business development efforts across multiple asset classes, taking them from the ground up to commercial success.
Bio
Nicole’s career in financial services to-date has focused on strategic initiatives. She does this by aligning progress with meeting goals and achieving benchmarks. She analyzes goals and data, ensuring follow-through and maintaining the momentum needed to drive company initiatives. She will continue to showcase these abilities in her role as Operations Director with Wealth Enhancement Group. Nicole joined Wealth Enhancement Group in 2022 through the Hawkins Wealth Management acquisition.
Bio
Ernie uses his nearly 30 years of experience to navigate clients through the complexities of the tax code. He specializes in providing tax preparation and planning services to individuals, small to medium-sized businesses, trusts, estates and foundations. Ernie’s accounting background has also supported his ability to deliver accounting and bookkeeping services to business, trusts and estates. In his free time, he enjoys golfing, cooking and traveling.
Bio
Brian Dudley works with successful pre-retirees and retirees who are looking for a trusted partner to help coordinate every aspect of their financial lives. As a Senior Vice President and Financial Advisor at Wealth Enhancement, Brian serves as the central point of contact for his clients, bringing together a team of specialists across investment management, tax planning, retirement income, estate planning, insurance, and trust and legacy planning. His role is to simplify complexity, ensuring that every financial decision is made with a clear understanding of how it impacts a client’s overall financial picture.
Bio
Larry specialized in marketing during his early career, and managed the national marketing and advertising operations for a division of CBS, Inc. He spent three years in the equipment leasing industry providing financing to business owners, giving him a personal understanding of the challenges and frustrations facing the business owner. Larry joined the personal financial planning business in 1981.
