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Bio

David Fox

David has had a diverse and international career, spanning education, technology, banking and wealth management. He has been involved in wealth management since 2017, with a focus on investment management for clients. David holds the Chartered Financial Analyst® designation and is a member of the CFA Colorado Society. He received a master’s in finance from IE Business School in Madrid, Spain.

Denver - Cherry Creek, CO Cardan Team

Bio

Matt Papazian

Matt has been advising corporate executives, entrepreneurs, and high-net-worth families for more than 25 years. He has a lifelong interest in the global financial markets and economy, developing a broad and deep understanding of the myriad factors that drive investment performance. Matt also focuses on managing the team’s model portfolios and creating custom asset allocation strategies for our clients.

Denver - Cherry Creek, CO Cardan Team

Bio

Kyle Singleton

Prior to joining the Cardan Team at Wealth Enhancement Group in 2023 as a financial planner, Kyle worked as a research assistant at the Hoover Institution at Stanford University. During that time, he analyzed key policy data from the Federal Open Market Committee at the Federal Reserve, equipping him with valuable insights into economic trends and their effects on financial decision-making.

Denver - Cherry Creek, CO Cardan Team

Bio

Justin Byram

Meet the Lighthouse Team Justin attended Mount St. Mary’s University where he considered pursuing a career in teaching. With the guidance of great mentors, he decided to combine his desire to teach with his passion for finance and pursue a career in wealth management.

New Market, MD Lighthouse Team

Bio

Jonathan Winkert

Meet the Lighthouse Team Jonathan earned an Economics degree from the University of Maryland, College Park, and embarked on a fulfilling career in the financial services industry, beginning with the trading desk at a large online broker. Since then, he has enjoyed steady progress and success. He joined the Lighthouse team in 2017, which later became part of Wealth Enhancement.

New Market, MD Lighthouse Team

Bio

Edward Kozlowski

Ed Kozlowski, Financial Advisor at Wealth Enhancement Group, combines expertise and integrity to guide clients toward sustainable financial stability.

New Market, MD Lighthouse Team

Bio

Michael Wali

Mike Wali, Financial Advisor at Wealth Enhancement Group, brings 30+ years of expertise in estate planning, tax strategies, and wealth preservation.

New Market, MD Lighthouse Team

Bio

Andrew Wilson

Andy, SVP & Financial Advisor at Wealth Enhancement Group, helps families and businesses achieve retirement security with client-focused guidance.

New Market, MD Lighthouse Team

Bio

Joey Davies

Joey graduated summa cum laude from the University of San Diego with a Bachelor of Business Administration, double majoring in Finance and Real Estate. Originally from Portland, Oregon, Joey moved to San Diego for school and has since made it his home.

Coronado, CA Gensler Team

Bio

Paul J. Brahim

Paul has truly lived the American Dream—beginning his career in financial services with no formal training and rising through the ranks to prestigious positions like CEO of BPU Investments. As an advisor at Wealth Enhancement, Paul uses his financial planning, investment management, and business skills to work with CEOs on retirement and succession plans and provides guidance on financial wellness. Paul is also a Certified Financial Planner (CFP®) and Certified Exit Planner (CEPA®).

Pittsburgh, PA Brahim Team