Bio
Michael joined Wealth Enhancement Group in 2022 through the Sadoff Investment Management acquisition. Michael joined Sadoff Investment Management in 2000 and previously held Senior Financial Analyst positions within the banking and investment sectors.
Bio
With more than two decades of experience in the financial services industry, Geoff gives clients confidence that they have a trusted financial advisor working in their best interests. He joined Wealth Enhancement Group through the 2016 merger with Sound Financial Solutions. Throughout his career, Geoff has been involved in a number of professional and civic organizations such as treasurer for the Petroleum Club of Houston.
Bio
Jonathan’s mission is to understand his client’s holistic financial goals and provide a blueprint with all the tools and resources needed to navigate any economic environment. His career has included working with high net-worth clients (at Fidelity Investments) and a period as a Private Client Advisor (at JP Morgan) before taking up his current position as a Vice President, Financial Advisor with Wealth Enhancement Group.
Bio
Jason is passionate about using his skill and experience as a tax counselor to provide sophisticated wealth planning solutions to high-net-worth clients and their businesses. He has previously served as an Executive Director and Wealth Advisor at J.P. Morgan Chase, where he helped ultra-high-net-worth clients with issues ranging from estate and tax counseling to business succession and other personal planning strategies.
Bio
Bernie is a Certified Financial Planner (CFP) professional who has helped hundreds of clients, and their families prepare for retirement, college, income tax reduction and estate planning. One of the most rewarding parts of his 40-year career has been watching clients’ children and grandchildren grow up and use their 529 college savings accounts for higher education, accounts that were set up when they were born.
Bio
The banking industry is where Tom first rose to prominence as an innovative and creative presence at high-profile institutions. He established and managed a bank trust department before making the transition into wealth management.
Bio
Kari Roehrich is a Financial Advisor with more than 20 years of experience serving ultra-high-net-worth individuals, families, and entrepreneurs. She works with clients as they navigate complex financial decisions through financial planning tailored to their circumstances, ongoing guidance, and attentive client service.
Bio
As Chief Compliance Officer at Wealth Enhancement Group since 2024, and Vice President of Compliance Operations since 2021, Joe oversees employee Licensing & Registrations, Marketing Compliance and General Compliance Services for WEG’s internal BD and RIA.
Bio
Bryan serves as a financial advisor with Wealth Enhancement, where he focuses on helping his clients with personalized strategies to reach their goals—whether it’s preparing for retirement, saving for college tuition, starting a new business, or saving for a big bucket list trip. He began his career in financial services in 2000 with American Express Financial Advisors and later joined Ameriprise Financial Advisors.
Bio
Tom Flynn, a CERTIFIED FINANCIAL PLANNER™ professional, has been serving clients of Wealth Enhancement Group for over three years now. After graduating with a degree in financial planning from Temple University, Tom has combined his education with a natural inclination towards solving complex problems to ensure that every client has a financial plan best suited to them.
