Bio
Tiffany began her financial services career in August 2005 as an advisor for Merrill Edge. She then transitioned to a client service role at Merrill Lynch, and then to financial planner, financial planning manager and advisor for Retirement Strategies, Inc. Tiffany joined Wealth Enhancement Group through the 2018 partnership with Retirement Strategies.
Bio
A native of Alabama, Brett graduated from Auburn University with a degree in Business Management, where he was a four-year letterman on the golf team. Following his collegiate success, he pursued a career in professional golf for nine years. Brett joined Carroll Financial in 2006 and became part of Wealth Enhancement Group through the acquisition of Carroll Financial.
Bio
Christopher worked as a financial analyst in commercial lending with Wells Fargo. He joined his father’s team in September 2019. Christopher and his father specialize in helping individual investors who are approximately five to ten years from retirement and working with them throughout their retirement on an ongoing basis.
Bio
David brings 20 years of a diverse accounting and financial services background to the team. As a fiduciary investment advisor and holistic wealth manager, he specializes in helping clients create long-term tax efficient retirement income distribution plans.
Bio
Dave has more than 30 years of experience in asset valuation, portfolio management, financial analysis and planning, and acquisitions. As a financial advisor at Wealth Enhancement, Dave focuses on financial planning and portfolio management for individuals, trust funds, retirement plans, non-profits, and small businesses. Dave is a member of the CFA Institute and the CFA Society of South Carolina. He is a past president of the Greenville Breakfast Rotary Club.
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The financial sector hasn’t always been Heidi’s professional home. Early in her career, she oversaw the weekly sale operations and distribution process for one of the largest grocery chains on the East Coast. Heidi also built the Merchant Services group for a large consumer credit provider and headed up the Service and Support group for a specialized technology provider in the advertising industry.
Bio
Dan has over 12 years of experience in technology, finance and business operations roles within the health care, financial services, retail, and higher education industries. He currently leads our Strategic Project & Integration Management team, which is responsible for leading key corporate and technology initiatives, as well as managing the diligence and integration process for new firms joining Wealth Enhancement Group. He previously held roles at Target and UnitedHealth Group.
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As Senior Vice President, Advisor Services at Wealth Enhancement Group, Matt leads the Advisor Engagement, Development, Practice Optimization, and Growth for the Advisors.
Bio
Allen began his career in the investment industry in 1995 and previously served as the chief investment officer for FinTrust Capital Advisors. In his role with Wealth Enhancement, Allen is responsible for overseeing client portfolios and developing investment recommendations and implementation strategies for his clients.
Bio
Ryan is dedicated to practicing the Golden Rule in all aspects of his life. Whether providing strategic guidance to help his clients achieve their financial goals or serving the underprivileged in Athens and its surrounding areas, Ryan consistently strives to bring truth and transparency to those he serves. With over two decades of industry experience, he understands that clients are often their own best assets.
