Bio
Bob has over 15 years of experience in the financial services industry in the areas of retirement planning, portfolio management, and securities analysis. Bob currently works with clients ranging from 501(c) 3 charitable organizations, corporate pension plans, and affluent individual investors. He is well versed in overcoming the challenges necessary to implement and maintain a successful investment plan.
Bio
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.
Bio
Bryan provides comprehensive financial planning to his clients as well as asset management, investment analysis and social security planning. He conducts educational meetings for plan participants in qualified retirement plans. Bryan joined the Wealth Enhancement Group team from the SVA Financial Group acquisition in 2020.
Bio
Keith has been in the financial industry since 2005. He provides comprehensive financial planning to his clients, as well as asset management, investment analysis, education planning, and social security planning services. Keith also provides fiduciary advisory services to qualified retirement plans, helping ensure they are audit-ready. He also holds educational meetings for plan participants and helps them become retirement-ready.
Bio
Jerry has been counseling clients on finances and wealth management since entering the financial services industry in 1981. He joined Wealth Enhancement Group through the 2016 merger with HHG & Company, where he was Principal and Senior Advisor. Prior to joining HHG & Company, he provided financial counseling at The Bank of New York and the AYCO Corporation.
Bio
Chris grew up in Richmond, Virginia and is a graduate of North Carolina State University. Chris entered the financial planning industry in 2000 and joined Wealth Enhancement Group in 2021 through the Carroll Financial acquisition. Chris enjoys working with clients on a personal level, handling day-to-day client needs as well as working with clients through the transitions in their lives.
Bio
Neal joined Wealth Enhancement Group in 2023 with a long history of high-level financial services experience.
Bio
Susan’s long and successful career in tax preparation and accounting is well into its fifth decade. Over the course of those decades Susan has owned her own accounting practice, been Controller of a small company, worked for a CPA firm and a financial planning firm, where she dealt with small businesses, individuals, trusts and estate.
Bio
Since joining Wealth Enhancement Group in November 2000, Tenielle has been passionate about delivering comprehensive financial planning. She has focused on making it easy for advisors to have access to knowledgeable Roundtable™ specialists and resources so that they can provide the best advice, service, and experience to our clients. Tenielle enjoys spending time with her husband, Steve, and two daughters, Ava and Luella, at their Big Sandy Lake home in northern Minnesota.
Bio
Todd has been in the financial planning industry for over 20 years. He spent 13 years as an independent financial advisor with Ameriprise Financial, was Managing Partner at Washington Wealth Advisors and earned his CFP® designation before joining Wealth Enhancement Group in 2023 through the Washington Wealth Advisors acquisition. Todd graduated from West Virginia University with a Bachelor of Science in Business Administration degree in finance and a minor in communications.
