Bio
Rachel serves clients as a financial planner, starting with The Financial Advisory Group as an intern while still a student. In addition to working with the financial planning team, Rachel also specializes in education planning and helps to create and maintain client’s 529 Plans. She joined the Wealth Enhancement Group family alongside her colleagues in 2024.
Bio
Natasha has over 20 years experience as a tax professional. Most recently at the Financial Advisory Group, she provided tax compliance and planning services for both businesses and individuals. She has also done work as a tax compliance specialist for publicly held corporations. She joined the Wealth Enhancement Group in 2024. Away from the firm, Natasha enjoys traveling and spending time with her family.
Bio
Juan Martinez brings over 10 years of experience as a tax professional working with individuals, families, and closely held businesses. He served as the Chief Compliance Officer and Tax Director with the Financial Advisory Group before joining Wealth Enhancement Group in 2024. Prior to that, he served as a technology professional for several years.
Bio
Darryl Nelson brings over 25 years of experience helping clients achieve and maintain their financial independence. Fifteen of those years were spent at the Financial Advisory Group, serving as both President and Chief Client Experience Officer before joining Wealth Enhancement Group in 2024.
Bio
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Taylor puts an emphasis on continuing to grow his knowledge base as the financial planning and investment world continues to evolve. Taylor focuses on planning for the long-term through retirement planning, college planning and investment management using a patient and planned approach. He works closely with clients, primarily established in their careers, to craft a plan that fits their ever-evolving needs.
Bio
Brooks has worked in the financial services industry since 2006, beginning his career as an analyst at New York investment bank SPP Capital Partners. He joined Fisher Investments in 2014, where he served clients as a member of the financial planning team, hosted national client programs, and ultimately worked with some of the firm’s largest institutional investors.
Bio
With decades of experience and an impressive list of qualifications and certifications, Kelly’s approach to wealth management is strong on planning, tactical in investing, and disciplined in balancing risk and return. He believes wholeheartedly that astute financial planning is the bedrock of a well thought-out, holistic wealth management philosophy, and that removing emotion from the decision-making process is essential for any truly tactical investment strategy.
Bio
In her current position as a financial advisor at the Wealth Enhancement Group, Teresa leads the portfolio design and investment management due diligence processes for her team. She coordinates various asset transactions through advanced trading platforms and research and works with the team to find a balance in optimizing client returns, maintaining tax-efficiency and moderating portfolio risk. Teresa lives in Hurricane, West Virginia and enjoys travel, gardening and reading.
Bio
Kara brings 18 years of experience in the wealth management world to her current position as a financial advisor with the Stike Team at the Wealth Enhancement Group. She previously held positions with RBC Wealth Management and LPL Financial. With her extensive knowledge and experience in wealth management, Kara specializes in retirement planning, employer-sponsored retirement plans, insurance solutions, charitable giving, advanced investment strategies and estate planning strategies.
Bio
Ed is a seasoned financial advisor with over 39 years of experience in wealth management and investment strategies. In his current position as a financial advisor with the Wealth Enhancement Group, Ed specializes in retirement planning, portfolio diversification, and risk management. Ed’s comprehensive approach, integrity, and client-centered philosophy have earned him a reputation as a trusted advisor in his community.
