Bio
Stuart Gay brings a decade of experience in financial advisory services, with a strong focus on investment management and comprehensive financial planning. He earned his degree in Business Administration from North Carolina State University and holds the FINRA Series 65 license.
Bio
Andrew brings a background in financial planning, investment research, and financial technology to his work with clients and advisory teams. His experience includes serving as a financial analyst for a big-data financial technology company and as a consultant with Brown Brothers Harriman.
Bio
Matthew began his career in financial services and private equity in 2019 at Morgan Stanley, specializing in financial plans. He then transitioned to providing professional services for private equity firms through Egon Zehnder. Throughout these roles, he has demonstrated a dedication to clients and a detail-oriented focus on time management, problem solving and working with a team. While in college, Matthew was an award-winning soccer player, team captain and coach.
Bio
Alex brings extensive experience in wealth management, financial advisory services, and private client relationships to his role at Wealth Enhancement. As a partner on the New Client Development team, Alex manages relationships with prospective clients and advisors nationally. He communicates investment strategies, educates prospects on firm resources and capabilities, and represents Wealth Enhancement at sponsor events.
Bio
Since 2018, Jordan held key roles at Trident Trust where he led teams to ensure compliance with complex regulatory requirements. Jordan is a seasoned fiduciary expert with extensive experience in trust and estate management. In 2025, He joined Wealth Enhancement as the chief fiduciary officer where he oversees legal compliance, operational risk management and strategic growth initiatives, while working with clients and stakeholders to design customized fiduciary solutions.
Bio
Brad brings nearly 12 years of financial services experience to his role as Regional Vice President, New Client Development. He works with individuals, families, executives, business owners, and retirees to understand their priorities and connect them with an advisory team aligned with their needs. His background includes advising high-net-worth households and supporting growth at advisory firms.
Bio
Sofia provides thoughtful, personalized service tailored to the unique needs of each client and beneficiary. Her experience includes working with both large-scale client relationships and individual trusts, as well as specializing in philanthropic foundation services. Sofia began her career as an estate planning legal administrative assistant, where she developed the foundation that ultimately led to her career in trust administration.
Bio
In 2024, Phil brought his 24+ years of financial services experience to Wealth Enhancement Group. Phil started his career in 1990 as an attorney focusing on estate, gift and income tax planning and practiced law for over a decade. In 2001, Phil launched Piermont Wealth as a fiduciary wealth management firm for high-net worth individuals and families. His background as an attorney with a master’s in taxation enhances the comprehensive financial advisory services he provides to clients.
Bio
Andrew has more than a decade of experience in fiduciary, estate and gift taxation, as well as estate and trust administration, with specialized experience in estate and gift tax regulations governing trust and estate accounting and tax compliance. He assists his clients in preparing estate, gift, individual income and fiduciary income tax returns. In his role as a trust officer, he works with a broad range of clients helping to meet their financial needs regarding trusts.
Bio
Chris has more than 20 years of experience in the trust industry and specializes in post-death administration of estates and trusts. He understands that estate planning and administration can be an emotional time for his clients, so he focuses on getting to know the families he works with and understanding their specific needs, developing strong relationships, and delivering excellent client service.
