Bio
Ernie comes to the Wealth Enhancement Group with 12 years of experience in financial services, but a more than 30 year history of preparing taxes. His combined professional experience has covered a wide variety of roles including Tax Preparer, Office Manager, District Manager, Financial Planner and Registered Principal operating an Office of Supervisory Jurisdiction.
Bio
With his extensive experience at top financial institutions, such as Banc of America Investments and Citigroup Smith Barney coupled with the ongoing relationships with top-tiered attorneys and accountants, Myles Dudley has developed a niche in tax-efficient investing and advanced alternative planning techniques.
Bio
Amy’s past roles have been at major corporations such as Wells Fargo, US Bank, Covidien, and Johnson & Johnson. In her current role, she oversees operational accounting, general ledger, accounts payable, accounts receivable, payroll, commissions, audit, tax, corporate insurance and integrations. Additionally, Amy owns and operates an automotive collision repair facility specializing in RVs and heavy-duty truck repairs.
Bio
Robert began his career in 1994 with a variety of positions in sales, service and management. Since 2007, he has advised clients on investment management solutions across all major asset classes, prioritizing preservation and growth through asset allocation, security selection, and tax planning.
Bio
Chris grew up in Washington, Iowa and graduated from Luther College in 1997 with a degree in Psychology. He found his calling in financial services at a Fortune 500 organization in 2006. As a Financial Advisor with Wealth Enhancement Group (he joined us in 2022 through the Hawkins Wealth Management acquisition), Chris is focused on a holistic approach to building long-term, impactful relationships. He seeks to empower clients with the confidence and wisdom to realize their hopes and dreams.
Bio
As a Vice President, Financial Advisor at Wealth Enhancement Group, Erika has a passion for helping clients plan for their future, but also volunteers son various boards and organizations in her community. With over two decades of financial experience, Erika joined Wealth Enhancement Group in 2021 through the Vivid Financial Management acquisition. Her commitment to be a trusted and dependable presence for her clients and colleagues remains undimmed.
Bio
Larry’s focus is the same today as it was in 1980 when he established Carroll Financial Associates – he is committed to his clients’ best interests. Now, at Wealth Enhancement Group, he provides investment management and retirement income planning for retirees and pre-retirees throughout the Carolinas. He believes that managing money for retirees is more about controlling risk than maximizing returns.
Bio
Starting in 2011, Steven began his career in the financial services industry at HHG & Company. Working on all financial matters, Steven has broad experience in financial planning, investment management and tax preparation. Steven is a winner (2021-2023) of the “FIVE STAR Wealth Manager” award.* He joined the Colony Group in 2015, and returned to us at Wealth Enhancement Group in 2016.
Bio
In his 38 years as a financial advisor, John has helped thousands of clients with financial planning and investment management. He focuses on asset management, helping clients work toward achieving the portfolio returns they need to reach their goals while remaining mindful of their risk profile. John is passionate about providing valuable advice and education to help clients make financial decisions that support their objectives.
Bio
Dan consults with a broad range of clients on their investments and stays closely involved in ongoing investment research, analysis and financial plan development. Dan works closely with physicians and executives and has spoken to several medical organizations on the importance of financial planning. He also works with business owners helping them manage retirement plans, monitor investment portfolios, and plan for retirement.
