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Bio

Michelle Castano Garcia

Michelle has more than 30 years of experience in management, sales and marketing in the wealth management industry. Before joining the Wealth Enhancement Group as a financial advisor, she held positions with U.S. Trust, Washington Trust and Northwest Investment Counselors. She specializes in providing wealth management and investment consulting services to families, developing customized strategies for long-term wealth transfer.  

Lake Oswego, OR Scarlett-Roehr-Garcia Team

Bio

John Hunt

Originally from Ohio, John moved to North Carolina to attend Wake Forest University. Upon graduation he joined Merrill Lynch as an account executive - subsequently moving on to Robinson Humphrey. After several years at RH John formed his own independent advisory company. In 2022 John merged his firm into the Wealth Enhancement Group, an 88-billion-dollar investment advisory firm which increased the scale and resources of his practice.

Cornelius, NC Hunt Team

Bio

Matthew Erbentraut

Matthew Erbentraut gained his foundational knowledge in finance from Dimensional Fund Advisors before later joining Wealth Enhancement Group. He has a tremendous appreciation for the power of disciplined portfolio management combined with a calm behavioral approach towards markets. Before his career in finance, Matthew was a professional mountain biker – a passion he continues to pursue in his home city of Novato, CA.

Novato, CA Equius Team

Bio

John Gregory

John has more than 22 years of experience in the wealth management industry. In his current position as a financial advisor with the Wealth Enhancement Group, he helps individual clients develop long-term financial plans with customized investment, asset allocation, and debt management strategies.  John and his wife, Karen, live in Hurricane, West Virginia. He is a member of the Sleepy Hollow Golf Club where he enjoys playing golf with friends and family. 

Charleston, WV Stike Team

Bio

Sarah LePhew

As a financial advisor, Sarah guides clients in regard to financial planning, investment advisory services, and tax planning. She enjoys working closely with her clients to help them define and develop a plan for pursuing their financial goals. Her clients cover a broad spectrum of age and area of focus. She knows that entrusting an advisor with assets you’ve worked a lifetime to accumulate is a very big decision.

Rock Hill, SC Carroll Team

Bio

Ben Ganson

After serving many years as a pastor in a local church, Ben joined the financial services industry. He enjoys helping his clients focus on not only their return on investment but also their return on life. He believes that return on life is the best scorecard to use when managing money because “our lives are not about making money, our money is about making a life.” He strives to help his clients manage their money well by giving them the tools to save more, grow more, and give more.

Rock Hill, SC Carroll Team

Bio

Cindy Piacentino

Cindy focuses on helping her clients through the financial planning process and enjoys forming long-term, personal relationships with those she works with. She works closely with her clients, ranging from young professionals to retirees, to help define, monitor and work towards their financial goals. She lives in Charlotte with her husband Adam and their sons Roman and Vince. She and Adam enjoy traveling, hiking and cheering on the VT Hokies. Contact Cindy at (704) 409-2594

Charlotte, NC Carroll Team

Bio

Steve Stewart

Steve works closely with his clients to help them define their financial goals, and develop a “road map” for working towards those goals. His clients cover a broad spectrum in age and area of focus. For retirees and near-retirees, he focuses on replacing income during the retirement years and preparing for the long-term legacy they want to leave for their families. For younger clients, he focuses long term savings for retirement goals and college education.

Charlotte, NC Carroll Team

Bio

Tim O’Brien

Tim provides clients with ongoing, comprehensive wealth management strategies and financial guidance while delivering personalized service. He develops strategies designed to preserve assets, plan for retirement, and fund education. Tim works with individual and business clients to establish their financial goals and objectives. He then creates and manages portfolios to help meet those goals. Tim joined Wealth Enhancement Group in 2020 through the SVA Financial Group acquisition.

Madison - John Q Hammons Drive, WI Tim O’Brien Team

Bio

Brian Felshaw

Brian has worked in the financial advisory and planning arena for over a decade. He is dedicated to helping individuals and families grow and preserve their wealth, focusing on retirement planning, investment management, tax planning, and estate planning. Known for his personal approach, Brian excels at simplifying complex financial concepts, making them accessible and understandable for his clients.

Silverdale, WA Capstone Team