Bio
With over 24 years of experience in wealth management, Chuck focuses on retirement planning, risk management, behavioral finance and customized investment planning strategies for his clients. He grew up in a small town with an appreciation for hard work, family and teamwork.
Bio
Charlie has been in the financial services business for over 30 years. From 1991 to 2020, he served as president of the Portin Hoffmann Financial Group and later, as a partner with Marcum Wealth. From his early days as an analyst in the pharmaceutical industry to his current role as a financial advisor with Wealth Enhancement, Charlie helps his clients effectively manage and invest their money to achieve their long-term goals.
Bio
With over 20 years of experience in financial services with Marcum Wealth — and now, in his current position as a financial advisor with Wealth Enhancement, Lou provides financial planning and investment management services for his clients. He specializes in college planning (federal student aid programs), social security strategies and wealth management.
Bio
Zachary launched his career in the financial services industry in Ohio in 2010. Prior to joining Wealth Enhancement as a financial advisor, he served as a financial advisor and education specialist with several advisory firms, educating plan participants and individuals about their available choices in their retirement plans, as well as how to navigate various options through job transitions.
Bio
For over 20 years, Greg has helped families work toward financial success by helping them grow their assets and plan for their future with a constant focus on the impact of taxes. As a financial advisor with Wealth Enhancement, Greg specializes in estate planning, asset management, taxes, charitable objectives and business planning.
Bio
With over 30 years of experience as a lead financial advisor, Robert takes a consultative approach to developing, implementing and monitoring financial and retirement plans. As a financial advisor with Wealth Enhancement, he provides financial advisory, wealth and risk management services for high-net-worth individuals and retirement plans.
Bio
Jim launched his career in the financial services industry over 30 years ago. He was the founder of a registered investment advisory firm, which eventually expanded with a group of partners before becoming part of Wealth Enhancement. Jim uses a goals-focused, planning-oriented approach to help his clients reach their long-term goals.
Bio
For over 50 years Bob has built an outstanding reputation working with people to help them build and sustain their financial dreams. He has become a very skilled advisor working with people who are going through life-changing events, the sale of a business, the loss of a loved one, marriage and divorce.
Bio
Lori brings over 15 years of experience in financial services and significant professional training with multiple financial certifications to her current position as a financial advisor with Wealth Enhancement. Lori shares her experience with clients on all aspects of financial planning, tax planning and estate planning.
Bio
With 8 years in the financial services industry, Mason serves as a financial advisor with the Moore team at Wealth Enhancement. He grew up on his family’s farm in a small town where he learned the importance of honesty, hard work and teamwork.
