Bio
Kevin has over three decades of experience helping individuals and organizations reach their financial goals. He founded Peak Financial Services in 1995, specializing in retirement and estate planning for both business owners and individuals. He and the rest of his team joined Wealth Enhancement in 2024.
Bio
Devan began her career in financial services working with a small business lender before transitioning to wealth management, holding a variety of roles on the team which allowed her to gain an in-depth perspective on all aspects of the client experience. She is also a Five Star Wealth Manager (2023) award winner.*
Bio
Nicole strives to be a beacon of clarity for individuals faced with the immense challenge of managing their family’s wealth after the loss of a spouse. As a financial planner for widows and the host of the “”He’s Gone But the Money’s Not”” podcast, she collaborates with real estate, legal, tax, and estate professionals to guide widows into the next stage of life and build a solid foundation for their future.
Bio
Zach holds a unique position in the firm as a financial advisor who’s extensively helped social media influencers, serving as the first line of defense for these entrepreneurs. He designs financial planning that helps shield them from the ups and downs of unstable cash flow. His favorite part of the job is getting to know each clients’ individual financial goals and helping them meet them, taking into account their unique risk of an abrupt termination.
Bio
Rhett helps his clients focus on achieving their dreams and goals and guiding them through complex retirement decisions, tax saving strategies, and cash flow planning. He especially loves helping clients save money with proven tax strategies. Rhett started at Rock House Financial in 2021, where he focused his attention on federal employees serving our nation, and later joined Wealth Enhancement in 2024.
Bio
With extensive experience and a focus on integrity and client accountability, Bob has over two decades of experience as a professional financial advisor. He began his advising career with American Express Financial Advisors in 1998 before going independent in 2005 with the goal of having more personal interaction with his clients and offering a fully independent, comprehensive strategy. Bob then founded Rock House Financial in 2007 before joining forces with Wealth Enhancement in 2024.
Bio
Eric’s 30-year investment career has been dedicated to serving the varied needs of individuals and families whose wealth has the potential to change the essential nature of their descendants’ lives. His journey began at Merrill Lynch in 1993 as an intern who then rose through the ranks to become an inaugural member of the Managed Solutions Advisory Board. From there, he joined Morgan Stanley Wealth Management where he became a Family Wealth Director for the firm.
Bio
For more than 30 years, Tammy has served the needs of individuals and families seeking comprehensive financial plans and strategies and personalized asset management strategies. Tammy joined Wealth Enhancement Group in 2023 through the Legacy Financial Planning acquisition. Legacy Financial Planning was founded by Tammy along with her partner, Brian Bedford, while at MetLife.
Bio
Brian Bedford has over 20 years of financial services industry experience. He specializes in leading clients to and through retirement, assisting individuals and couples with the management, preservation and transfer of their wealth. For more than 20 years Brian has worked with clients to assess their needs and goals, develop comprehensive financial plans and implement and review their plans on a regular basis.
Bio
Casey joined Landmark Financial Advisors in 2015 which partnered with Wealth Enhancement Group in 2024. Before Landmark, Casey worked in the financial service industry in St. Louis, Missouri. Casey gained valuable experience collaborating with a firm that specialized in meeting the unique financial needs of physicians across the country.
