Bio
Andrew was born in southeastern Michigan but has lived in the Bradenton, Florida, area for most of his formative years. He graduated Florida State University where he was active in various organizations, including serving as the Vice-Chair of the FSU College Republicans.
Bio
Ryan is a Financial Advisor and a CFA® charterholder specializing in high-net-worth families and next generation financial planning. He brings 10+ years of expertise in various roles to deliver tailored guidance for client’s retirement and investing goals. We aim to educate and elevate our client’s understanding of their financial situation and long-term goals through innovative solutions and generational wealth strategies.
Bio
Austin combines deep investment expertise with comprehensive financial planning knowledge to help high-net-worth individuals and families make informed, long-term financial decisions. As both a CFA® charter holder and CFP® professional, he brings experience across portfolio management, trading, investment operations, and financial planning, providing clients with a well-rounded perspective on wealth management.
Bio
Lewis King joined Wealth Enhancement Group in 2022 through the Scroggins Wealth Management acquisition, and he brought with him two decades of experience in the financial services industry. Prior to taking his first professional steps, Lewis received his undergraduate degree in Business Administration from Florida State University. He then pursued his MBA at the University of South Florida and received a degree in Accounting.
Bio
As an advisor with over 40 years of experience, Perry has witnessed a multitude of market conditions and dynamics. The knowledge he has gained throughout the years is invaluable as he seeks to guide his clients through the abundance of investment information in the marketplace. Perry’s journey in the financial sector started in 1981 and he joined Wealth Enhancement Group in 2022 through the Scroggins Wealth Management acquisition.
Bio
Chad’s passion for improving the lives and futures of others serves him well as a financial advisor. By thoroughly discussing and evaluating appropriate tax and investment strategies, he empowers his clients to prepare for the future. Chad believes that committing to a well-developed and ongoing financial plan enables clients to fully pursue and enjoy the present, connecting their assets to what they value today, tomorrow and into the future.
Bio
jmarshall@wealthenhancement.com Jake became part of the Wealth Enhancement Group organization via a merger with Kings Point Capital in 2022. After joining the Kings Point Capital team in 2009, he ultimately achieved partnership in the firm and now currently serves as one of the team’s managing directors.
Bio
Jason joined Wealth Enhancement through its merger with Kings Point Capital in 2022 and was promoted to Senior Vice President in 2023. He leads the Rock Point Team, which oversees more than $570 million in client assets.
Bio
Kevin has been advising clients since 2002, and his focus has always been to provide prudent and objective guidance to his clients. He enjoys working with individuals across all stages of the financial planning spectrum, whether they be a recent retiree or a younger person just beginning to plan for their financial future. Kevin helps his clients to identify, plan for, and ultimately work toward their financial goals. Kevin and his wife, Kelly, live in Charlotte with their three daughters.
Bio
Bill is an investor with a lifelong dedication to preserving and growing wealth. He was introduced to investing at age 16 by his father, who acquired wisdom from a seasoned investor of the 1930s. Prior to his role as a financial advisor, Bill founded and led a business consulting firm, excelling in accounts payable auditing and securing employment tax credits. His foremost goal is capital preservation, closely followed by seizing growth opportunities for his clients.
