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Bio

Daniel Cotton

Over the course of his career in the financial industry, Dan Cotton strives to earn the trust of Wealth Managers and clients through his integrity, wisdom and leadership. Dan shows a genuine interest in helping individuals comprehend, evaluate and implement financial strategies to those he serves. The real benefit of working with Dan is the confidence, comfort and clarity of purpose he strives to provide to his clients and teammates.

Burlington, MA Pinnacle Team

Bio

Jason P. Brahim

Jason worked for firms like Chase Financial Services and BNY Mellon before joining Wealth Enhancement Group. He takes pride in providing individual and institutional clients with sound advice, addressing their short-term and long-term financial goals. Jason enjoys collaborating with his colleagues and is a member of the Financial Planning Association.

Pittsburgh, PA Brahim Team

Bio

Melinda Boyd

Melinda has 15 years of experience in the financial services industry working with institutions and families. Currently her focus is on supporting individuals, multi-generational families, and retirees as they work to best utilize their wealth in an effort to manage lifetime goals and simplify their financial situation.

Fulton, MD Fulton Office Team

Bio

Michael Bishop

Michael focuses on developing and coordinating effective comprehensive planning strategies while providing the highest level of care and service to our clients.  Michael lives in St. Louis Park, MN with his wife and children. Outside of work he enjoys travel, golf, and playing music.

Eden Prairie, MN Hess-Bishop Team

Bio

Peter Anastasian

Peter began his career in 1998 as an advisor at a boutique Park Avenue investment firm. Three years later, he moved on to Smith Barney before becoming an independent advisor in 2004. He joined CJM Wealth Management in 2006 as Managing Director and Partner, where he was a major contributor to the firm’s growth and development.

Long Island, NY Massimo-Anastasian Team

Bio

Robert H. Carson

Before joining Wealth Enhancement Group in 2019, Robert was a managing partner with Planning Solutions Group. He specializes in providing comprehensive financial planning strategies, with an emphasis on estate preservation, business succession planning and asset management. Robert has been a featured speaker at many industry events and is a trusted partner to area CPA firms, banking institutions and law offices and he was named a FIVE STAR Wealth Manager (2017-2023)*.

Fulton, MD Fulton Office Team

Bio

Anita M. Buerkle

Anita focuses on overall wealth management, as well as retirement and estate planning. She enjoys helping clients define their financial goals and creating plans that work toward achieving them. Prior to joining the finance industry, Anita worked in the medical field which helped her develop an ability to truly connect with the individuals she serves. She is involved locally with elections and voting rosters, and in her free time enjoys reading non-fiction and exploring genealogy.

Greensburg, PA Haley Team

Bio

W. Lawrence Bush

Larry’s extensive career in financial services has allowed him to witness monumental moments in the industry, including when the OPEC oil embargo caused the DOW to drop nearly in half and the monumental day when 10 million shares were first traded. He enjoys working with clients who are just beginning their careers, as well as high net worth individuals.

Uniontown, PA Three Rivers Team

Bio

Mary Beth Neeley

Mary Beth brings an extensive background in the financial services industry to her role at Wealth Enhancement Group. She began her career in banking and in 1987, she began working for a large broker dealer firm in Pennsylvania. In 1997 she joined Retirement Strategies, Inc. as Operations Manager and became a partner in 2005. She is passionate about creating and monitoring clients’ financial plans and employing strategies that help clients achieve their goals and life dreams.

Jacksonville - Town Center, FL Carr-Neeley-Beard Team

Bio

Lawrence Hanft

Lawrence is integral to the tax planning and preparation services provided by Wealth Enhancement Tax & Consulting Services. His skills and experience will benefit him in the job. As a Certified Public Accountant since 1985, Lawrence has excelled in a variety of accounting positions for both public and private entities, in For-Profit and Not-For-Profit organizations. Lawrence has been married for 40 years to his high school sweetheart, Debbie.

Hagerstown, MD Nigh-Hanft-Belella Team