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Showing 341-350 of 4196 results

Bio

Kyle Jahnke

During his career in financial services, Kyle has worked in corporate accounting at Dow, Inc. and subsequently as an independent financial advisor for Retirement & Wealth Strategies (a family business) in Saginaw, Michigan. In his current position as a financial advisor with Wealth Enhancement, Kyle works with his clients to establish a clear direction in their financial lives through comprehensive advice and education.

Midland, MI Gavin Team

Bio

Kimberly Day

Kimberly has been in the financial services industry for over 15 years. Prior to joining Wealth Enhancement, she held positions with BofA Merrill Lynch, TD Ameritrade, and several boutique advisory firms.

Remote Redwood Team

Bio

Jessica Feiner

Jessica has more than 20 years of experience as a financial professional. She is dedicated to building lasting relationships with her clients, taking time to understand their unique financial situation and goals. By working collaboratively, she develops personalized strategies that evolve alongside her clients’ needs and reflect their values and long-term vision.

Madison - John Q Hammons Drive, WI Tim O’Brien Team

Bio

Patrick Chin

Patrick launched his career in investments and wealth management in 2017, developing a strong foundation through roles in the wealth management divisions at J.P. Morgan and Northern Trust. Prior to joining Pillar Pacific in 2026, he served as a Senior Private Wealth Consultant at Wells Fargo Advisors, advising high net worth and institutional clients.

San Marino, CA Pillar Pacific Team

Bio

Amy MacKinnon

Amy partners with clients, taking an individualized, plan- led approach to wealth management which helps her clients make informed decisions. She takes time to understand her clients’ financial goals and stage of life before making investment recommendations and builds tailored portfolios that integrate investments, tax strategies, and estate planning.

Lake Oswego, OR Scarlett-Roehr-Garcia Team

Bio

Debbie Grose

Debbie Grose, CFP®, is a seasoned financial planner and Senior Vice President with decades of experience advising accomplished individuals and families on the complexities of wealth creation, preservation, and long-term stewardship. She partners with clients who value thoughtful strategy and seek the confidence that comes from entrusting the day-to-day oversight of their financial lives to an experienced professional.

Greater Sacramento Area Lakeside Team

Bio

Jeremy Hancock

Jeremy brings unique risk-management insight into financial strategy at Wealth Enhancement, shaped by experience as a business owner, combat veteran, and advisor. He focuses on the unique financial situations of those with significant wealth; helping navigate complexity, manage taxes strategically, preserve wealth, and avoid costly missteps.

Plymouth, MN

Bio

Brent Sikes

Brent Sikes has spent 28 years partnering with high-net-worth executives, business owners, and multi-generational families to navigate the full complexity of their financial lives. His experience lies in generational wealth transfer and planning — helping families not just build wealth, but preserve and pass it on with intention and purpose.

McKinney, TX FullCircle Team

Bio

Omar Chyou

Omar Chyou began his financial services career in 1996 and has spent nearly three decades advising high-net-worth individuals, families, executives, business owners, and technology professionals. Throughout his career, he has held advisory and leadership roles at Merrill Lynch, Goldman Sachs, private banking institutions, and First Western Trust.

Greater Cupertino Area Redwood Team

Bio

Jonathan Alviar

After college, Jonathan worked as an EMT, then transitioned into the financial services industry in 2024 as a financial advisor. In his current role with Wealth Enhancement, he works closely with senior advisors and branch office staff to manage client relationships, assist with financial planning, monitor investments, and execute trades, all while ensuring compliance and client satisfaction.

Fishkill, NY 10-15 Team