Bio
Mark’s approach to wealth management includes taking into consideration all stages of life and the different goals and objectives that come along with them. He equips his clients with long-term financial plans that help to reach each targeted milestone and incorporate risk management. Mark is a member of the Financial Planning Association.
Bio
John Michael entered the financial services industry in 1992 when he joined Prudential Securities as a Financial Advisor in Ft. Myers, Florida.
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Julie joined Wealth Enhancement Group in 2022 through the Scroggins Wealth Management acquisition. Throughout her career in the financial sector, Julie has maintained a commitment to building lasting relationships based on valued and professional experience and a deep understanding of what a client needs from their advisor.
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Tony began his journey in the financial services industry in 2000, holding various leadership roles at TD Ameritrade. Tony worked as the Director of Business Development at a multibillion-dollar RIA where he later served as Partner. He eventually rose to the role of Managing Partner, having helped create the wealth management division of the business. There he helped high net worth individuals gain confidence in all aspects of their financial future from 2005 to 2022.
Bio
Jeff has spent decades as a financial consultant for high net worth clients. He began his career with Kistler Tiffany Companies in Wayne, Pennsylvania where he became President of their sales association. In 1992 Jeff co-founded the Wharton Business Group in Malvern, Pennsylvania and later also managed its Miami office. He later joined Prudential Securities where he served on the Estate Planning Advisory Board.
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Christopher has been in the wealth management industry since 2009, working as a financial analyst and senior financial consulting manager, and is experienced in formulating financial plans for high net worth individuals and institutional clients. He’s driven by a desire to give his clients peace of mind as they look towards the future, working to identify their financial goals and create plans that work to meet their objectives.
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Jim Hiles has decades of experience working with high net worth business owners, executives and medical professionals. He has helped thousands of clients in their wealth management journeys.
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Linda focuses on client service and communications. She works closely with clients to help them stay on target to pursue their most meaningful milestones. Linda’s service responsibilities are varied and include investment and tax research and required minimum distribution oversight. She is married with two children. She is active in the Charlotte community having served as a hotline counselor with Charlotte Pregnancy Care and on the board of her neighborhood civic association.
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Colin has more than 10 years of experience in the financial services industry, including spending the earlier part of his career with J.P Morgan’s Chief Investment Office located in New York. He is a graduate of Florida Southern College with a BS degree in Business Administration and Economics. Colin works closely with clients to develop a planning process which will simplify their investment, tax and estate planning needs.
Bio
Chris works with families and businesses, assisting in all aspects of their financial life. Leveraging 20 years of financial industry experience, he provides clients with a wide range of financial planning, asset management, charitable giving, and complex estate planning services. Chris also provides education meetings for participants in qualified retirement plans, helping them achieve their long-term goals.
