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James Ross

Bio

Steven Rife

Steven brings 15 years of experience in the financial industry, including roles in commercial banking, insurance, and tax preparation prior to taking on investment management responsibilities in 2012. As Chief Investment Officer of The Financial Advisory Group, he led the firm’s investment research, asset allocation, and trading activities before bringing his skills to Wealth Enhancement Group in 2024.

Bio

Leanne Kovach

Leanne began her career in financial services in 2015 as a client services manager. After gaining her securities licenses, she transitioned to a role as a registered client relationship manager and associate financial advisor on the Gavin team with Wealth Enhancement. She is a dedicated, detail-oriented professional who leverages her analytical skills to ensure all clients receive the highest level of service.

Bio

Robert Borden

With over 25 years of experience in the financial services industry, Robert has served as a senior wealth advisor, senior financial planner, and chief compliance officer. In his current position as a financial advisor with Wealth Enhancement, he works with high net worth families, individuals, business owners and executives, focusing on comprehensive wealth preservation strategies including investment management and analysis, tax planning, estate and retirement planning.

Bio

David Masias

David, a veteran Marine, is an experienced financial advisor with over seven years of experience providing clients with personalized assistance with retirement planning, estate planning, portfolio management, tax strategies and overall expert guidance in managing their finances. Prior to joining Wealth Enhancement as a financial advisor„ David served as an advisor at Wells Fargo and Merrill Lynch.

Bio

Daniel Schwartz

Dan works directly with individuals and families to help them make smart, confident decisions about their financial well-being.  With 18 years of experience partnering with financial advisors and clients, Dan brings a thoughtful, steady approach to planning and investing.  He takes the time to understand what matters most to you, whether it’s retirement, investing wisely, or protecting your wealth.  Dan will connect you with the right advice and guidance to help you get there.

Bio

Matthew Falkner

With nearly two decades of helping clients solve problems, Matt Falkner serves as Regional Vice President of New Client Development at Wealth Enhancement. He specializes in helping clients architect and implement comprehensive financial strategies tailored to their long-term goals. His work focuses on optimizing financial plans, minimizing tax burdens, and navigating complex trust and estate planning issues.

Bio

Han Wang

Han’s passion drives him to help clients achieve what matters most to them from funding life’s goals to leaving a meaningful legacy. With a structured approach rooted in his engineering background, Han views financial planning and investment management as a system—one that can be optimized to reflect each client’s unique goals, values, and life circumstances. 

Bio

Neva Bradley

Neva has over 10 years’ of experience working with pre-retirees in the development and implementation of their company pension, 401(k), Deferred Compensation, HSAs, and FSA plans. As a financial advisor with Wealth Enhancement, she works with individuals and families to manage and grow their wealth to help them achieve their financial goals leading up to and after retirement.

Bio

Antonio Montes De Oca

Antonio’s passion for financial planning was born from personal experience, growing up in a household where money was often a source of stress. That early exposure inspired him to learn how to manage finances effectively and ultimately pursue a career helping others gain clarity, confidence, and control over their financial lives. Before transitioning into financial planning, Antonio was an intern with Charles Schwab.