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Showing 681-690 of 4196 results

Bio

Libby Wilkins

With over three decades of experience as a Financial Advisor, Libby is committed to providing an exceptional level of client service. She has worked with attorneys and couples going through a divorce to ensure each spouse can remain financially stable. Libby was a financial advisor for Landmark Financial Advisors for almost two decades which partnered with Wealth Enhancement Group in 2024. 

Bowling Green, KY Landmark Team

Bio

Brent Mason

With more than 30 years in the financial service industry, Brent was the managing partner for Landmark Financial Advisors for the past two decades which partnered with Wealth Enhancement Group in 2024. Prior to Landmark, Brent worked as a Managing Director for US Bank’s Personal Trust Division, where he specialized in estate and financial planning for high-net-worth business owners and their families.

Bowling Green, KY Landmark Team

Bio

Bill Borders

Bill brings 30 years of financial services experience to Wealth Enhancement Group. He started his career as a Commercial Lender for a regional bank, then transitioned to Morgan Keegan as Branch Manager and Investment Advisor. Bill was the founding partner for Landmark Financial Advisors for the past two decades which partnered with Wealth Enhancement Group in 2024.  

Bowling Green, KY Landmark Team

Bio

Laura Mattia

Laura Mattia helps individuals and families make life’s biggest financial choices with confidence and clarity. Using a scientifically informed, values-based approach, she helps clients align retirement, investments, taxes, estate considerations, and life goals into a coordinated strategy designed to support the life they want to live.

Sarasota, FL Atlas Team

Bio

Alison Hall

Alison has spent more than a decade in the financial planning industry and has a passion for helping her clients achieve their financial goals. She joined Atlas Financial in 2020 as the Financial Planning Director. She works with hundreds of clients as an educator and advisor and continues to find purpose in helping individuals gain understanding of their finances to actualize their goals. 

Sarasota, FL Atlas Team

Bio

Jim Cahn

Jim Cahn holds the role of Chair of the Investment Committee & Chief Strategy Officer. Jim has been with Wealth Enhancement since 2012 and has been instrumental in the firm’s success as it has evolved from a regional player to establishing a strong national foothold. His contributions to growing the firm’s investment platform and executing its inorganic growth initiatives have helped to shape Wealth Enhancement into a leading investment advisory platform.

Plymouth, MN

Bio

Chris Puckett

Chris earned his Bachelor’s degree in Finance at Mississippi State University and then obtained a Master of Science degree in Finance from Louisiana State University. Chris has successfully passed the CFA® Level 1 exam and is in pursuit of Level II. Chris joined Wealth Enhancement in 2024. During his free time, Chris enjoys spending time with his golden retriever, Fletcher, as well as fishing, golfing, and live music.

Houston - San Felipe, TX FinGroup Team

Bio

Thomas Sartor

Thomas brings more than a decade’s worth of experience serving clients with investment research, portfolio construction, trading, financial planning, and business development. With the Financial Advisory Group, he was the Chief Investment Strategist, serving on its Investment Committee before joining Wealth Enhancement Group with the rest of his colleagues in 2024.

Houston - San Felipe, TX FinGroup Team

Bio

Lynnette Okwuonu

Lynnette brings over 25 years of experience to the firm advising high-net-worth individuals and families with a proven track record in team leadership and operations expertise. She most recently served as Chief Operating Officer for the Financial Advisory Group, overseeing client service operations, financial planning operations, and tax operations for the firm.

Houston - San Felipe, TX

Bio

Renee Alphonso

Renee first served as a financial planning associate with the Financial Advisory Group. But she has the distinction of having worked there for over half of her life during summer, then completing her internship with the firm in the summer of 2020. Financial planning is not only a passion, it is in her blood.

Houston - San Felipe, TX FinGroup Team