Bio
Shawn brings two decades of experience in the financial world to his current position as a financial advisor with Wealth Enhancement Group. He focuses on providing wealth management services to a broad range of clients, overseeing portfolios and developing investment recommendations designed to help with attaining long-term financial goals.
Bio
Chanley is a recent graduate of Western Kentucky University where she was a member of WKU’s Financial Planning Association, and WKU Women in Business. She was also named the Gordon Ford College of Business 2023 Outstanding Senior in Personal Financial Planning. In her free time, she enjoys spending time with friends and family, shopping, and playing golf.
Bio
Teddy Roosevelt once said, “Nobody cares how much you know until they know how much you care.” Since 1999, Jerry has approached financial planning in this way, with a sincere desire to understand not only the facts and figures of an individual or family, but also focused on hopes and dreams or in some cases what keeps you up at night? Financial planning done properly is life planning - a trusted and valued partnership spanning many years and multiple generations. This philosophy makes Jerry a
Bio
Jason has a passion for helping his clients by sharing his knowledge of modern investing principles and aligning those principles with their unique goals and aspirations. He feels his greatest offering is to help alleviate anxiety and stress around investing. Jason started his career in the financial services industry at Charles Schwab in 2001, then spent 16 years at Equius Partners prior to that firm’s integration with Wealth Enhancement Group in 2023.
Bio
TJ brings a long history of strong client relationships, leadership and financial experience to his role as Senior Vice President, Financial Advisor at Wealth Enhancement Group. He joined Wealth Enhancement Group in 2023, having previously led the team at Equius Partners as Managing Partner. He lives in the beautiful community of Bel Marin Keys in Novato, California with his wife, Kori and three children, Johnie lee, Quint and Charli.
Bio
Lachlan has worked in finance since 2006, with experience in corporate governance, proxy research, vote management and cloud and digital workflow technology. As a financial advisor, he feels a true sense of purpose helping clients achieve their goals. Lachlan became a wealth advisor at Equius Partners in 2017 and is now part of Wealth Enhancement Group after the firms joined forces in 2023.
Bio
Matt has worked in the investment industry for over 30 years, with experience in portfolio management and equity analytics at Wilshire Associates — and the valuation of private businesses at a CPA firm. He was also the co-founder of Northwest Investment Counselors in 1998. As a financial advisor with the Wealth Enhancement Group, Matt leverages his extensive understanding of fundamental and quantitative analysis to develop customized solutions to suit each client’s individual situation.
Bio
Mark has worked in the investment industry for over 30 years, with experience in portfolio management, equity and fixed-income analysis, and commercial lending at Franklin Templeton and SunTrust Banks. He later co-founded Northwest Investment Counselors. As a financial advisor with the Wealth Enhancement Group, Mark leverages his extensive investment and analytical skills to oversee client portfolios and develop long-term wealth strategies for his clients.
Bio
Nate brings nearly 15 years of financial planning expertise to the firm, most recently as Chief Planning Officer for the Financial Advisory Group. There, he oversaw the financial planning team and the development of long-range strategic plans for clients, including cash flow, current financial position, retirement, insurance/benefits, and analysis of complex estate plans, as well as managing the bill pay services for family office clients.
Bio
Austin grew up in a small town with a strong sense of community. His upbringing taught him the importance of hard work, integrity, and the value of helping others. Austin embarked on his career as a financial advisor, joining Titus Wealth Management in February 2020. He joined Wealth Enhancement Group in 2022 through the TWM acquisition.
