Bio
Mary has a decade of experience in the financial services industry. Immediately prior to joining Wealth Enhancement Group, she worked as an advisor at Merrill Lynch, helping clients to achieve their financial goals. Mary also has consulted financial advisors about the risks of retirement, especially for women, and educated them on retirement solutions that could benefit their clients.
Bio
Pete is a Certified Investment Management Analyst (CIMA®*) with nearly 30 years’ of Asset & Wealth Management experience. His focus is to provide clients with objective advice to help protect, manage and grow their wealth. In Pete’s view, personalized and empathetic service are integral to every client experience. Honesty and integrity combined with a caring attitude are fundamental to his beliefs.
Bio
Kevin has more than a decade of experience providing financial advice. His passion for financial planning is rooted in building long lasting relationships. Kevin believes listening and empathy paired with expertise in each interaction is the key to high quality advice. He works with his clients to help them navigate twists and turns of their unique life events so they can spend time where they value most.
Bio
Just days after graduating from college, Pete launched his career as an independent financial advisor. Even in those early days, Pete recognized the value of objectivity and objective financial advice. It’s something he’s been committed to ever since; the concept of helping to preserve and conserve his clients’ wealth. Pete’s belief in the importance of prudent financial guidance led him to become a founder of the local Institute of CERTIFIED FINANCIAL PLANNERS™ Professional chapter.
Bio
As a certified public accountant and certified financial planner, Andrew is in a unique position to help his clients develop customized investment strategies in a tax-efficient manner. In his current position as a financial advisor with the Wealth Enhancement Group, he takes a holistic approach to financial planning with his clients, reviewing everything from education planning to investment strategies, retirement and estate planning.
Bio
Vance has more than three decades of experience in the financial services industry. In his position as a financial advisor with the Wealth Enhancement Group, he focuses on helping clients achieve their financial goals by leveraging customized wealth management strategies, including estate and retirement planning.
Bio
With over ten years of experience in the wealth management industry, Ryan’s particular focus is upon developing new client relationships and working with his team at the Wealth Enhancement Group to provide in-depth advisory services, including financial planning, portfolio management, retirement strategies and tax planning.
Bio
Jonathan Butters brings over 25 years of leadership experience in the wealth and asset management industry to his role as Chief Business Development Officer at Wealth Enhancement. His experience spans the RIA, asset management, and banking sectors, where he has been instrumental in developing organic growth strategies and leading high-performing teams.
Bio
Mark Scribner has carved out a formidable legacy in the financial domain, with a career that has flourished over three decades. Before joining Wealth Enhancement Group as a financial advisor, he held senior roles with many top-tier financial firms. Mark leverages his extensive experience and employs strategic market insights to provide customized investment management and wealth planning strategies for his clients.
Bio
Kimberly brings over 20 years of experience in financial services. Her expertise and certifications allow her to always stay informed about best in class planning strategies and hold her to the highest fiduciary and ethical standards. Kimberly is passionate about getting to know her clients on a deeper level and works as their personal CFO.
