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Showing 211-220 of 4196 results

Bio

Robert Mauer

As a Trading Analyst, Robert supports the financial advisors in creating complex financial plans and reports that integrate intricate tax and investment scenarios and model future cash flows. The information in the customized plans and reports help clients quickly visualize their financial future — projected until age 100 — and helps them understand how taxes, expenses, and liabilities today can impact their future assets and income.

Walnut Creek - Mt Diablo, CA InConcert Napa Valley Team

Bio

Jonathan Liles

Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of experience in financial planning and wealth management. He works closely with clients as they prepare for retirement and throughout their retirement years, helping them make thoughtful decisions about their income, investments, taxes, and long-term financial goals.

Charlotte, NC Liles Team

Bio

Evan Wongkittiroch

Evan is directly involved with all activities associated with 10-15 Team’s portfolio database management and maintenance. From account inception and forward, he is responsible for all operations involving portfolios as well as the ongoing technological advances and initiatives within the company. Outside of work, Evan is an avid Volkswagen enthusiast and eSports competitor; often found turnings wrenches, pressing keyboards, and clicking mice, while keeping busy.

Tarrytown, NY 10-15 Team

Bio

William J. Cafero

Bill began his career as a wealth manager at Ernst & Young, acting as a leader in the investment consulting and financial planning arenas. Bill serves as a passionate advocate for his clients; using his technical aptitude and exceptional service, he works to educate clients and inspire informed financial decisions. He was a founding member of RCL Advisors, LLC in 2007, ultimately joining Wealth Enhancement Group through a union with the firm.

New York - Grand Central, NY New York-Grand Central Team

Bio

Maureen Hansen

Maureen builds long-term relationships based on trust and understanding with her clients while providing ongoing, comprehensive wealth management strategies and financial guidance. With more than 30 years of financial experience, she specializes in three primary areas: Asset management, retirement planning, and divorce consulting—with a strong focus on creating independence and freedom for women in transition via strong financial planning.

Brookfield, WI Hansen Team

Bio

John Pitlosh

John Pitlosh has over 20 years of experience in the financial services industry. He joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition. Over the length of John’s career, he has gained a wealth of knowledge both as an advisor and as a designer of highly integrated financial plans tailored to the needs of a high net-worth clientele.

Miami, FL Feldman-Pitlosh Team

Bio

Nathan Stancek

Nathan appreciates the value a good team can bring to help clients through difficult financial times, a valuable lesson learned during his more than 20-year tenure in the financial industry. Nathan joined Wealth Enhancement Group in 2023 though the Retirement Advisory Group acquisition. He works closely with his team, assisting them in preparing for client meetings through research and reporting.

Eden Prairie - North Office, MN Kerber-Stancek Team

Bio

Brent Hawkins

Brent began his professional journey in the banking industry in 2003, before moving into wealth management in 2014. He is now a valued member of the Wealth Enhancement Group team in his role of Financial Advisor, having joined in 2022 through the Hawkins Wealth Management acquisition. Brent grew up in Ainsworth, IA and currently lives in North Liberty, IA with his wife Kari and their children, Evelyn and William.

North Liberty, IA Hawkins Team

Bio

Dave Khalil

Dave was a Partner with Chase Lincoln Capital Advisors, where he managed both large cap and small cap mutual funds and common trust funds with combined assets exceeding $300 million. Dave began his career in 1982 with Howe & Rusling, where he was the Manager of Equity Research. He joined Wealth Enhancement Group in 2021 through the QCI acquisition. In his spare time, he enjoys playing golf, and spending time with his wife, Mary, and three children.

Pittsford, NY QCI Team

Bio

Larry Prozan

Prior to joining Wealth Enhancement Group, most of Larry’s career was spent as the owner and operator of Prozan Financial Services. A veteran of the industry since 1985, Larry is passionate about understanding each client’s unique situation and over the years has developed a strong understanding and expertise in creating customized plans that align with each persons individualized needs.

Walnut Creek - Mt Diablo, CA Prozan Team