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Bio

Steve Ford

Steve brings over two decades of experience in financial services and over a decade as a practicing tax attorney. His experience bridges tax law and financial planning, helping clients navigate complex transitions in their lives and businesses. As a Certified Exit Planning Advisor (CEPA), Steve offers deep insight into business succession strategies. He’s also committed to service, most recently serving on the board of Jumpstart, USA, a national prison ministry.

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Dylan Brooks

Dylan Brooks combines corporate leadership experience with financial insight to help clients navigate their financial journeys with clarity and confidence. Before becoming a financial advisor, he led global product launches at a multinational consumer goods company, gaining experience in finance, strategy, and operations.

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Stephanie Bertman

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Justin Dulle

Justin has been a financial advisor since early 2021. He brings extensive knowledge of the financial services industry, with a specialized focus on retirement planning with a holistic planning mindset, to his current position as a financial advisor with Wealth Enhancement.As part of his career development, Justin earned the professional designation of Retirement Income Certified Professional®, which enables him to provide a full range of retirement planning guidance for his clients.

Bio

Art Rosser

After beginning his career as a national advertising photographer, Art shifted in 2006 into financial services with Edward Jones, later with L. M. Kohn & Co. and subsequently, with his own firm, Art Rosser Financial Services Group. As a financial advisor with Wealth Enhancement, Art brings the same client-focused dedication and strategic thinking that has defined his professional life.

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Brendan Tully

Brendan Tully brings 25 years of financial services experience across wealth management, business development, and asset management. He began his career as a financial advisor with E*TRADE and Merrill Lynch before moving into senior external wholesaling roles with several asset management firms. He later served as Executive Vice President at Strategic Wealth Management, where he led growth strategy, advisor development, and comprehensive financial planning for high-net-worth clients.

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Nick Wolejsza

Nick’s experience in financial services dates back to 2005. In the Northwest region, he served in senior business development roles with Fisher Investments for seven years and Fidelity for eight years. Throughout his career, he has leveraged his passion for retirement and legacy planning on behalf of individual clients and businesses.

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Chris O’Donnell

With nearly 30 years of experience in the financial services industry, Chris O’Donnell has guided individual clients toward their financial goals amid an ever-changing investment landscape.

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Samuel Hardin

Since joining L. M. Kohn & Co. in 2021 as a financial advisor, Sam has gained broad experience in the wealth management industry — from trading equities, options and fixed income, to overseeing money transfers, account openings and the administration of trusts and estates. This well-rounded foundation allows him to handle client needs with a high level of competence and perspective.

Bio

Josh Selzer

For more than 20 years, Josh Selzer has helped clients bring clarity and discipline to their financial lives. With a background in investment management, tax planning, and estate strategies, he creates evidence based plans intended to help clients pursue their long term goals. Josh works closely with individuals, families, business owners, and institutions, serving as an educator and guide as they work toward financial independence—sometimes even making work optional.