Bio
As a financial advisor with Wealth Enhancement, Tina brings more than 17 years of experience in the financial services industry. Previously, she held a position with the Householder Group Estate & Retirement Specialists with a focus on developing and implementing retirement and estate plans for private clients.
Bio
As a financial advisor with Wealth Enhancement, Tyler leverages a wide variety of sophisticated investment strategies that enable him to focus on capital preservation and multi-generational wealth preparation for his clients. Previously with the Householder Group Estate & Retirement Specialists, Tyler Finch focused on holistic financial planning, investment management, cash flow planning, estate and trust review, as well as insurance and long-term care planning.
Bio
As a financial advisor with Wealth Enhancement, Skyler develops comprehensive financial strategies for his individual and business clients that often include distribution plans for retirement, hands-on investment management strategies, tax planning, and business analysis, as well as estate and risk management strategies.
Bio
Jeremie is an experienced investment professional who specializes in holistic financial planning, including estate planning strategies and asset allocation. As a financial advisor with Wealth Enhancement, he develops comprehensive financial strategies for his individual and business clients that include distribution plans for retirement, hands-on investment management strategies, tax planning, and business analysis, as well as estate and risk management strategies.
Bio
As a financial advisor with Wealth Enhancement, Stephanie focuses on developing and implementing tax strategies and estate planning techniques to reduce income and estate taxes for her clients. She leverages sophisticated investment strategies that enable her to focus on working toward capital preservation and multi-generational wealth transfer plans for her clients.
Bio
Meredith brings 15 years of investment experience to his role as a Vice President, Financial Advisor with Wealth Enhancement Group. Since joining the industry directly from college, Meredith has spent the majority of his career with large institutional investment houses, serving in a variety of roles. Originally from New Jersey, Meredith now resides in Lafayette, California with his wife and son. Outside of work, he enjoys traveling, golf, coaching his son’s sports and family time.
Bio
Angie joined Wealth Enhancement Group in 2022 through the Hawkins Wealth Management acquisition. As a Financial Advisor, her main areas of focus are communicating with clients, internal operations, and coordinating necessary steps in the planning process. Angie lives in North Liberty, IA with her significant other, Michael, daughter, Lily, and son, Jacob. In her spare time Angie enjoys reading, traveling, being outdoors, and hanging out with friends and family.
Bio
Danielle, a CERTIFIED FINANCIAL PLANNER™ professional, is a graduate of Minnesota State University, Mankato College of Business, where she received her degree in Finance with a focus in Financial Planning and Insurance. She has been working in the financial services industry since June 2010 when she began her career with Wealth Enhancement Group.
Bio
Christine brings over thirty years of client experience and investment management skills to the Brett Boner and Jonathan Liles Teams. After graduating from Appalachian State in 1998, Christine found her passion for helping clients in the financial planning world. She joined Carroll Financial Associates in 1998 and worked with founding partner, B. Kelly Graves and team for twenty-six years.
Bio
Joe has worked in the financial services industry since 2010 and has partnered extensively with financial professionals and high-net-worth clients to help them achieve their financial goals. He is deeply passionate about serving in a fiduciary capacity to help clients find the appropriate solutions for their unique situations. He has worked within institutional municipal bond markets, assisted advisors in growing their practices, and worked with hundreds of high-net-worth clients.
