Bio
Andy is a third-generation Certified Risk Advisor with over 20 years of experience in the insurance and financial services industries, helping business owners and executives manage and strategically plan for their businesses and wealth.
Bio
For the last 36 years, Dan Dolan has helped clients navigate their financial lives with clarity and confidence. He builds long‑term relationships grounded in trust, creating personalized strategies that bring together tax‑efficient investing, retirement planning, estate considerations, and risk management.
Bio
Fred Dent brings decades of experience to helping clients navigate complex markets. His career began on Wall Street during the 1987 market crash, shaping his commitment to disciplined, client-first advice. As a Chartered Financial Analyst (CFA), Fred now partners with Wealth Enhancement to deliver personalized strategies and holistic planning. A Louisiana State University graduate, he’s deeply engaged in his community through Rotary Club and nonprofit boards.
Bio
Lyndon brings over three years of experience in financial planning and investment advising. After earning his BS in Economics with a Political Science minor from Louisiana State University, he began his career as a Planning Intern and quickly advanced to Financial Planning Associate before becoming an Investment Advisor. Lyndon offers fresh perspectives and innovative ideas to help clients achieve their goals.
Bio
Angel began her financial services career in 2023 as a Wealth Management Client Associate at Merrill Lynch while earning her BBA in Finance from Loyola University New Orleans. She later joined Dent Wealth Advisors in operations and now serves as a Financial Advisor. Angel combines her experience in financial analysis, planning, and client relationship management to deliver personalized strategies that help clients achieve their goals.
Bio
In 1997, Garry joined his brother’s broker/dealer firm, L.M. Kohn & Co. In subsequent years, he went on to open a branch office as Kohn Wealth Management Advisors. He is a Five Star Wealth Management Award recipient for the fourteenth year. In his current position as a financial advisor with Wealth Enhancement, Garry continues to focus on his main goal: to provide clients with a coordinated approach to make intelligent financial challenges—plan well, live better.
Bio
Shelley launched her career in the financial services industry as a branch manager for Citizens Bank in Saginaw, Michigan. She then transitioned into wealth management, becoming a financial advisor in 2004 with Morgan Stanley, later with Merrill Lynch, and subsequently with her own company, Norris & Company.
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Mike is a Financial Advisor who brings a unique, service-driven perspective to working with clients. Early in his career, he began in financial services with a large brokerage firm before choosing to pursue his passion for teaching and coaching.
Bio
Christopher began his career in the securities industry in 1992 and brings more than three decades of investment management experience spanning domestic and international markets. His knowledge includes portfolio management, private wealth management, and leadership of high-performing advisory teams.
Bio
Joshua launched his career in financial services in 2021 as a wealth management associate and subsequently as an operations analyst with First International Bank and Trust. In his current position as an associate trust officer with Wealth Enhancement, he is part of a team providing a wide range of fiduciary services for their personal trust clients.Joshua lives in Phoenix, Arizona where he continues to cheer on his Minnesota Vikings.
