Bio
Josh launched his career in financial services in 2001 and brings a diverse background spanning roles as a Financial Advisor, Sales Manager, Hedge Fund Wholesaler, Investment Specialist and Director of Integrated Solutions. This breadth allows Josh to bridge strategy and execution, helping clients evaluate their current financial picture and align it with clearly defined priorities and long-term objectives.
Bio
As a Financial Advisor since 2013, Andy Stenzel enjoys having in-depth conversations with clients about their financial needs and goals, creating personalized strategies focusing on their unique situations, and continuing to support them over time and as their needs change. Andy holds high standards for himself and measures his success by his clients’ success. He is actively involved in his community and several local neighborhood organizations.
Bio
Kayla King is a Financial Advisor dedicated to helping individuals and families navigate their financial lives with clarity and confidence. She partners closely with clients to develop personalized strategies and deliver a thoughtful, relationship-driven experience focused on long-term success.
Bio
As a financial advisor with Wealth Enhancement with more than 20 years of experience in financial services, Josh focuses on helping clients work toward their retirement goals through carefully crafted, customized wealth-building strategies.
Bio
Prior to coming to Wealth Enhancement, Rick worked on CRM strategy for a multinational information technology company and worked on key customer usage and adoption for one of the nation’s leading CRM platforms. He currently leads the Information Technology department for Wealth Enhancement. Rick enjoys sailing in the warmer months and skiing in the winter. He is married with three sons.
Bio
Ani is a proven financial services leader with over 15 years of functional and leadership experience with focus in sales and marketing strategy, leveraging technology innovation to drive efficient growth and deliver customized client and prospect experiences.
Bio
Kenneth Bollinger is a seasoned financial advisor with more than three decades of industry experience helping clients pursue their financial goals with clarity and confidence. He specializes in creating personalized strategies that align with both short-term priorities and long-term retirement objectives.
Bio
As a financial advisor with Wealth Enhancement, Colin specializes in the development and implementation of tailored tax strategies and estate-planning techniques aimed at reducing income and estate taxes for his clients, while also focusing on capital preservation and multi-generational wealth transition strategies.
Bio
As a financial advisor with Wealth Enhancement, Max takes a holistic approach to financial planning and has dedicated his career to providing strategies that can help his clients achieve financial independence and enjoy retirement to the fullest. Max has wide experience working with teams of advisors in the financial services industry, most recently with the Householder Group Estate and Retirement Specialists.
Bio
John is an associate financial advisor where he focuses on helping clients achieve their financial goals through personalized planning and investment strategies. He joined Wealth Enhancement Group from Brown Brothers Harriman in the spring of 2021. Prior to that, he graduated from Siena College in Albany, New York with a B.S. in Finance. Outside of work, John enjoys watching sports, exercising, and hanging out with his dog.
