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Bio

Paul Heacock

Paul has been providing clients with expertise in the financial service industry since 1986, specializing in portfolio management and design, comprehensive wealth management and income tax planning. In 2000, he co-founded Heacock & Jones Financial Services, Inc. with a focus on investment portfolio design and management for high-net-worth clients. Under Paul’s leadership, Heacock & Jones Financial Services joined forces with Wealth Enhancement Group in 2023.

Dubuque, IA Heacock-Jones Team

Bio

Tom Breiter

In 1987, Tom entered the world of financial services after serving in the U.S. Navy’s nuclear power program, which included operating the propulsion systems on two different submarines as well as being an instructor at the Navy’s Nuclear Power School. By 1991, he was the lead portfolio manager at a large financial planning firm in Orlando, Florida, where he directed over $130 million in assets.

Bradenton, FL Integra Team

Bio

John Kilcoyne

John recognizes the responsibility that comes when people entrust their financial health to him in his role of Senior Vice President, Financial Advisor. With that in mind, he simplifies complex issues and always makes certain his clients understand every side of a financial recommendation. Having been in the financial services industry for more than 25 years, John has extensive knowledge of the technical elements of financial planning and investing.

Cincinnati, OH Bohmer Kilcoyne Team

Bio

Lori Monk

As a tax professional, Lori has helped individuals, families, businesses, and non-profit organizations navigate the complex US Tax Code. Her more than 30 years of experience and on-going tax education, along with her work ethic and attention to details have been invaluable assets in her current role as Tax Analyst with Wealth Enhancement Group. In her spare time, Lori is an avid writer and website designer who lives in Malvern with her husband Don.

Malvern - Liberty Blvd, PA Hoover-Braun Team

Bio

Christina Sherman

Christina brings with her more than a decade of experience in the financial industry to Wealth Enhancement Group. She began her career in retail banking at Bank of America as a teller on Longboat Key. She was quickly promoted to a Sales and Service Specialist, then to the Teller Supervisor in the Sarasota area. Upon completion of her bachelor’s degree in finance at the University of South Florida, she began working at Global Financial Private Capital in the Advisor Relations Department.

Bradenton, FL Integra Team

Bio

Tye Crews

Tye specializes in providing comprehensive financial guidance to clients to help simplify their financial lives. Tye grew up in Saint George, GA and went on to be a four-year letterman on the football team at Furman University, later working as an assistant coach while in graduate school. He and his wife Cristina have lived in Jacksonville since 2004 and have two children.

Jacksonville - Town Center, FL Crews-Davis Team

Bio

Pete Jelacic

Pete has a vast experience in the financial industry that started in 1987. He provides personalized, comprehensive financial planning and investment management designed to help his clients reach their goals. Pete works with individuals and families, providing investment consulting and comprehensive financial planning, including educational, retirement and estate planning. Pete also helps clients with their philanthropic requests.

Brookfield, WI Hansen Team

Bio

Joseph Siciliano

Joseph’s focus is providing independent financial planning to individuals, families and business owners. His specialties include retirement planning, investment planning, asset allocation, estate and asset transfer planning and a host of other wealth management services. Prior to joining Wealth Enhancement Group in 2022 through the Pinnacle Private Wealth acquisition, Joseph held a variety of positions within high-profile banking and financial planning institutions in and around Boston.

Burlington, MA Pinnacle Team

Bio

Alice McElhinney

Alice began her professional career as a chemist at a specialty chemical company after graduating from college in 1979. She began a new professional journey in 1991 when she joined her husband in starting a Certified Public Accounting practice. She returned to the classroom, taking accounting and computer classes at Bentley University, and in 1995 Alice became an Enrolled Agent – America’s only federally licensed tax practitioners.

Burlington, MA Pinnacle Team

Bio

Frank Ortner III

Frank has more than 20 years of experience in the financial services industry. Frank spent the early part of his career in a public accounting firm specializing in small business and personal income taxes. Frank attained the Personal Financial Specialist (PFS) designation from the AICPA, a designation available only to CPAs who demonstrate knowledge and understanding of all areas of financial planning.

Malvern - Mystic Lane, PA

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