Search

Filters

Content Type
Topics
Showing 591-600 of 4196 results

Bio

Kevin J. Meehan

Kevin joined Wealth Enhancement Group in 2013 through a strategic merger with his firm, Summit Wealth Advisors. This move allowed him to enhance the resources and services available to his clients, ensuring that those who entrust him and his team receive unparalleled support in their financial journeys. As a seasoned financial advisor with over 30 years of industry experience, Kevin is known for his comprehensive approach to wealth management.

Elk Grove Village, IL Meehan Team

Bio

John Croy

John brings a passion for helping clients meet their financial goals. Having been with the Financial Advisory Group for over a year, he was first introduced to the firm as an intern. Along with his colleagues, he joined the Wealth Enhancement Group family in 2024. John is originally from Dallas and is a huge sports fan. He is a passionate supporter of the Dallas Cowboys and the Dallas Mavericks.

Houston - San Felipe, TX FinGroup Team

Bio

Kosuke Takahashi

With three decades of experience in the financial industry, Kos leverages his knowledge and substantial experience to provide financial planning and wealth management services to a wide range of clients. In his current position as a financial advisor with Wealth Enhancement Group, he helps his clients pursue their financial goals through close communication and consultation. 

Bellevue, WA Capstone Team

Bio

Ryan Skogstad

Starting in the financial services industry in 2001, Ryan is dedicated to helping individuals and families grow and preserve their wealth. In his current position as a financial advisor with Wealth Enhancement Group, he provides a diverse range of strategies, such as investment management, business planning, estate planning and retirement planning, for his clients.

Salem - Madrona Ave, OR Capstone Team

Bio

Brett Skogstad

With ten years of experience in the financial industry, Brett currently serves as a financial advisor with Wealth Enhancement Group where he provides a wide range of investment and consulting services for individuals, businesses and non-profits nationwide. Brett specializes in financial planning, specifically retirement planning, to help people determine their strategies for financial goals as they approach their retirement years.

Silverdale, WA Capstone Team

Bio

Steve Hoglund

Steve’s financial advisory career has spanned over 20 years. In his current position as a financial advisor with Wealth Enhancement Group, he provides clients with retirement planning, investment strategies and comprehensive financial planning. He also assists businesses with retirement plans, executive compensation, and succession planning.   

Bellevue, WA Capstone Team

Bio

Rob Burley

Rob’s dynamic combination of analytical and interpersonal skills gives him the ability to explain the intricate details of financial planning to his clients to help them make educated decisions for the future. The importance of teamwork and coaching was instilled in Rob at an early age as he grew up playing and coaching a variety of team sports.

Burnsville, MN Burley Team

Bio

John P. Beninato

John brings 15 years of investment experience to his current position as a financial advisor with Wealth Enhancement Group. He offers a comprehensive approach to financial planning that ensures his clients feel confident, connected and in control of their financial life. He focuses on investment management, portfolio design, retirement planning, wealth preservation, protection planning, education planning and divorce financial planning.

Metro Park, NJ Burke Team

Bio

Stephen Valelly

With over 40 years in financial services, Stephen brings a broad and deep set of investment skills to his current position as a financial advisor with the Wealth Enhancement Group. Having lived overseas in Latin America, the Caribbean and the Mideast while growing up, he brings a unique perspective to managing client accounts where the management of risk, from both an absolute and relative point of view, is paramount.

Dallas - Quorum Dr, TX Skyline Team

Bio

Carl Carlos, Jr.

Carl brings 25 years of experience in the investment business to his current position as a financial advisor with Wealth Enhancement Group. He employs a comprehensive, solutions-focused approach to help his clients realize their long-term financial goals with portfolio management, risk management, retirement planning (including IRAs, 401(k)s), estate planning, 529 education savings plans and more. 

Dallas - Quorum Dr, TX Skyline Team