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Showing 401-410 of 4196 results

Bio

Kevin Landis

Kevin has over three decades of experience in the financial services industry. He started his career working for major Wall Street firms and spent 14 years as an advisor with The Retirement Group. Kevin focuses on educating his clients so that they feel comfortable with their financial plan and retirement strategy. Outside of the office Kevin enjoys spending time with his wife, Sharon, son, Hunter, and daughter-in-law Kolbee.

Remote Lone Star Team

Bio

Robert Schneider

Robert began his career in the financial industry in May 2021 as a client service and operations associate at Washington Wealth Advisors. He quickly rose through the ranks to a financial planning associate. Robert is currently working toward a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designation. He brings an attention to detail, personable approach to clients and use of technology to create efficiencies to his role at Wealth Enhancement Group.

Vienna, VA Washington Wealth Team

Bio

Glenn Meyer

Since 1986, Glenn has devoted his career to providing fee-only comprehensive financial planning and investment advice to his clients. He directed the Personal Financial Planning practice of KPMG Peat Marwick and Ernst & Young, both in Philadelphia, prior to establishing his own firm in 1993. Glenn joined Wealth Enhancement Group through the 2018 partnership with GDM Advisory Group, Ltd.

Fort Washington, PA Meyer Team

Bio

Denis Curcio

Denis is a seasoned financial advisor with more than 30 years of experience helping individuals and families confidently navigate complex financial decisions. He earned a bachelor’s degree in finance from Jacksonville University and later completed his Master of Business Administration from the University of Florida. Denis attained the Certified Financial Planner® designation in 2008, underscoring his commitment to professional excellence and fiduciary advice.

Charlotte, NC Patterson Team

Bio

Blake Stuart

Blake joined Wealth Enhancement Group through the North American Management merger, where he was Chief Operating Officer from 2009 - 2021 and managing day-to-day operations and wealth advisory services. Prior to joining North American Management, he managed the operations department for Mintz Levin Financial Advisors, where he also served as a member of the investment committee. Before that, he oversaw the operations of Acadian Asset Management, an institutional investment firm.

Boston, MA North American Management Team

Bio

Michael Corgiat

Michael brings over 30 years of experience in the financial services industry. He began his career with Allmerica Financial and Securities America, focusing on building comprehensive financial plans. He has worked with individuals and small business owners his entire career. In 2014, he joined The Retirement Group where he began building a comprehensive understanding of the benefits packages for many Fortune 500 companies, helping their employees transition to retirement. 

St. Louis - Gateway, MO Gateway Team

Bio

Patrick Ray

Patrick has over two decades of financial experience in helping Fortune 500 clients meet their long-term retirement goals and financial objectives. He started at John Hancock as an insurance agent helping people understand the importance of long-term care insurance. Mentored by an industry veteran led him to a more holistic approach to financial planning.

St. Louis - Gateway, MO Gateway Team

Bio

Gregory Rolfes

Gregory has spent over two and a half decades providing critical tax, accounting, and financial management services for his many clients, both individuals and closely held businesses. He offers a comprehensive suite of financial services including retirement planning, tax efficient investment strategies, and insurance needs analysis.

St. Louis - Gateway, MO Gateway Team

Bio

Ethan Weisenberg

Ethan has worked in the financial services industry for over three decades. He founded his own firm, Advanced Underwriting Services, in 1996 as an independent financial services provider specializing in retirement and estate planning strategies for high-net-worth clients and businesses.  

Plymouth, MN Weisenberg Team

Bio

Wesley Boudreaux

Wesley has worked as a financial advisor for over twenty years with The Retirement Group, Fidelity Investments, UBS, and Morgan Stanley. He specializes in helping clients prepare for and transition into retirement and has extensive experience working with clients from Fortune 500 companies. He prioritizes educating his clients so that they feel empowered in their financial decisions.

Remote Lone Star Team