Bio
Desiring to make a meaningful difference in people’s lives, Connor began his career as a financial advisor in 2009 and obtained the Certified Financial Planner™ designation in 2016. After gaining invaluable experience at firms in Indiana and Rhode Island, he expanded his career horizons by relocating to Chester County, Pennsylvania.
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Steve spent nearly a decade working as an engineer before pursuing his passion for helping people meet their financial goals. In 1993, he founded an independent advisory firm with a client-first approach to financial planning before joining forces with Atlas Financial.
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Brad has been working since 2014 to help clients achieve their financial goals through comprehensive financial planning and investment advice. In his role as a Financial Advisor, Brad leverages the financial plans that he and his clients create together to ensure that the advice and recommendations he gives them are specifically tailored and customized to the individual situation.
Bio
Brad started his career as a CPA and auditor, but his desire for knowledge soon led him deep into the investment and insurance fields. Over the course of his career, Brad has held many positions, including being the owner or partner in various insurance agencies and financial advisory firms.
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John has a passion for investment research and thrives connecting industry knowledge to meaningful outcomes for clients. Through his previous role of Director of Investments at JOYN Advisors, he understands how to build highly customized portfolios for high-net-worth clients, and how to help them focus on ways to create meaning in their lives. John was also a Five Star Wealth Manager Award Recipient (2022-2023)*
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With nine years of tax services experience at Wealth Enhancement Group and Ogden Wealth Management, Shana has a keen understanding of tax advisory, planning and preparation needs of wealth management clientele. Her experience covers tax planning, preparation, and resolving IRS and state taxing authority notices for a broad range of individual, gift tax, trust, partnership, and S Corporation tax situations.
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Nick began his career in the financial services industry in 2020, joining Wealth Enhancement Group in 2024. He plays a vital role in supporting advisors to achieve financial prosperity for their clients. He is detail-oriented, thorough, and actively involved with the planning and implementation process of a client’s financial plan. In his free time, Nick enjoys traveling, watching football, and spending time with family and friends.
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Bill brings more than 24 years of experience in the financial services industry to his role as Regional Vice President. His background as both an advisor and equity analyst is critical to guiding clients through the planning process while determining the most optimal financial solutions for their future.
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Chris has been providing services in the financial industry since 2016 and joined Wealth Enhancement in 2023. With eight years of experience in the financial industry, Chris holds both CFA and CFP designations, reflecting a deep commitment to financial expertise and client success.
Bio
Adria joined Wealth Enhancement Group in 2013 through a merger with Summit Wealth Advisors. With over 15 years of experience, Adria is passionate about empowering clients with tailored financial planning solutions. Known for her innovative approach, she expertly balances her clients’ needs with forward-thinking strategies to create personalized financial journeys.
