Search

Filters

Content Type
Topics
Showing 721-730 of 4196 results

Bio

Dustin Smith

As the leader of the team, Dustin works to create, monitor and adjust comprehensive wealth management plans for all his clients nationwide. He has extensive expertise in financial planning and was an adjunct professor for many years, teaching CFP courses. Dustin shares his valuable knowledge and experience as a regular guest on the WCCO morning show and was recently quoted in Forbes and Bloomberg.

Plymouth, MN Dustin Smith Team

Bio

Peter Lin

A thirst for knowledge and dedication to his profession is what marked Peter’s first decade in the financial sector. Peter’s talent and work ethic have seen him rise from a Client Service Associate at a boutique wealth management firm, to the role of Associate Financial Advisor and most recently Vice President, Financial Advisor at Wealth Enhancement Group.

Los Angeles, CA Oakwood Team

Bio

Peter deMartino

Peter’s career in the financial services industry started in the late ‘90s. Over the course of his long and successful professional journey he has held a variety of roles, all of which have showcased his abilities in retail and institutional sales, as well as relationship management and financial planning.

Los Angeles, CA Oakwood Team

Bio

Steven Criscuolo

Steve focuses on providing comprehensive financial planning and investment management, oriented toward clients’ goals and aspirations. He is dedicated to serving as their trusted resource for any significant decisions that affect their financial lives. A long history of executive experience in private industry helps him understand the opportunities and challenges clients face, as well as the overlap between personal and professional finances.

Metro Park, NJ Criscuolo Team

Bio

Michael DeMatteo, Jr.

As a wealth advisor, Mike performs portfolio reviews and retirement income analyses for his clients and prospective clients. One of the most fulfilling aspects of the job for Mike is being able to help people achieve goals that they have worked on their entire lives. An avid sports fan, he enjoys working out, playing golf, and following his favorite teams: the LA Lakers, UNC Tar Heels, and Tennessee Titans. He also enjoys reading and spending time with his family and friends.

Fishkill, NY 10-15 Team

Bio

Aaron McLachlan

As a financial advisor with Wealth Enhancement, Aaron focuses on retirement planning, income strategies, protection of assets, preservation of principal, and risk management. He develops and implements customized, comprehensive strategies for each client to help them reach their long-term financial goals. Aaron has been in the financial services industry for over 15 years, most recently with the Householder Group Estate & Retirement Specialists.  

Centennial, CO McLachlan Team

Bio

Joseph Ledford

Joe has been employed in the financial services industry since 1984, starting out as a specialist in 401(K) plans. In his current position as a financial advisor with the Barton-Sorensen team at the Wealth Enhancement Group, Joes takes great pride and satisfaction in helping clients manage their resources — whether it’s saving for their first home, planning for their children’s college education or working toward their retirement goals. This has been his motivation throughout his career.

Plano, TX Sorensen-Ledford Team

Bio

Wes Sorensen

As a financial advisor with Wealth Enhancement, Wes delivers insights from more than 20 years of financial services experience and a commitment to helping people plan for their financial goals. He focuses on assisting clients to develop and execute personalized financial strategies both pre-retirement and for retirement income planning. 

Plano, TX Sorensen-Ledford Team

Bio

Paul DeSisto

As a financial advisor with Wealth Enhancement, Paul leverages his 32 years of experience in portfolio management, asset allocation, and security analysis to provide sophisticated investment strategies to a wide range of high-net-worth clients. Paul has held senior positions with financial organizations including Alliance Capital, Bank of New York and M&R Capital Management, where he served as Executive Vice President and Managing Director. 

Summit, NJ Maloney Team

Bio

Jeff Smith

As a financial advisor with Wealth Enhancement, Jeff takes a holistic approach to planning. With over a decade of experience in the wealth management industry, most recently with the Householder Group Estate & Retirement Specialists, his mission is to help his clients reach their long-term financial goals. Jeff specializes in retirement planning, income strategies, protection of assets, preservation of principal, and risk management.  

Centennial, CO McLachlan Team