Bio
Since 2002, Nick has held various positions in the financial industry, including 10 years with Fisher Investments. His broad background, including experience with equities, fixed income, venture capital, and private equity, along with his relationship-first approach with high-net-worth clients, make him a perfect fit as a regional vice president for new client development with Wealth Enhancement.
Bio
Vicki Handley Araj takes a planning-focused approach to helping clients navigate financial decisions with clarity and confidence, with the goal of delivering long-term financial wellness and confidence.Prior to joining Wealth Enhancement, Vicki served as Chief Operating Officer and Financial Planner at WealthShield Partners, LLC. Earlier in her career, she held roles at Envestnet | Tamarac, where she supported RIAs through financial technology solutions.
Bio
Michael Helms has been providing financial planning, strategic investment advice, and comprehensive tax management solutions for more than 25 years. His hands-on experience and client-first focus provide his clients with a critical competitive advantage.
Bio
Scott has more than 30 years of experience in the financial services industry, helping individuals and families navigate complex financial decisions with confidence. He specializes in investment management and comprehensive financial planning, developing customized strategies designed to help clients build, preserve, and transition wealth across generations.
Bio
Jack brings a strong analytical foundation and passion for problem-solving to his work in financial services. He earned a Bachelor of Arts in Mathematics, along with a minor in Philosophy, from the University of North Carolina at Chapel Hill in May 2026. During his time at UNC, Jack was recognized as an Honors Carolina Laureate and inducted into Phi Beta Kappa, reflecting his academic excellence and commitment to intellectual curiosity.
Bio
John Maher brings more than 30 years of investment industry experience, combining deep institutional portfolio management experience with a highly personalized, client-focused approach to comprehensive wealth planning. He works closely with individuals and families to develop strategies that reflect not only their investment objectives, but also their broader financial lives — including retirement planning, tax considerations, estate planning needs, and long-term goals.
Bio
Alexandra specializes in helping individuals and families simplify complex financial decisions through comprehensive, cross-balance-sheet wealth management strategies. She works closely with clients to understand their goals, priorities, and legacy aspirations, delivering personalized solutions that integrate investment management, retirement planning, estate and trust strategies, tax-aware planning, and wealth transfer considerations.
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With more than 30 years of experience, Mike Weinand works closely with clients to understand their priorities and provide financial guidance designed around their goals. As a Senior Vice President, Financial Advisor at Wealth Enhancement, he brings extensive industry knowledge and a personalized approach to each client relationship.
Bio
Bob has more than 35 years of experience in financial services and previously founded two independent financial advisory firms. Having spent most of his career as a portfolio manager, Bob works with high-net-worth individuals, family offices, and organizations to create tailored investment portfolios that reflect their unique financial goals and evolving needs.
Bio
Max has more than 35 years of experience as a portfolio manager and a research analyst. He focuses on managing equity and fixed income strategies for high-net-worth individuals and institutional clients. Through custom portfolio construction, ongoing monitoring, and a disciplined investment approach, Max helps clients navigate changing market conditions while keeping their unique needs at the center of every decision.
