Andrew has been in the financial services industry since 1985. Initially employed with Van Kampen Merritt, a member of Xerox Financial Services, he worked in the portfolio evaluation unit monitoring more than $8 billion of municipal bond trusts. He later joined Butcher & Singer as a registered investment executive. Through extensive training and hands-on experience in the investment banking and brokerage industry, he gained a fundamental understanding of the financial world and an in-depth knowledge of investments.
Andrew joined Wealth Enhancement Group in 2021 through the Serafini Financial Group acquisition. Andrew is responsible for working with clients who range from individual investors to major corporations.
Andrew and his wife, Diana, reside in Hagerstown, Maryland and have four children.
After cashing in a few U.S. savings bonds, Nate placed his first stock trade at the early age of 13. This hobby quickly turned to passion, with many hours devoted to researching stocks and developing a disciplined investment approach.
Nate joined Wealth Enhancement Group in 2021 through the Serafini Financial Group acquisition. Nate believes it is his responsibility to educate clients and guide them in making prudent financial decisions. He believes this begins by building a personal relationship with each client and taking the time to understand each unique situation.
Nate resides in Williamsport, Maryland with his wife, Bethany, and their three children Madelyn, Marshall, and Emmett. He enjoys spending time with family, sports, reading and carrying on his grandfather’s love for gardening.
As a financial advisor, Doug strives to help individuals and families bring clarity to their financial picture. Henry Ford once stated that “obstacles are those frightening things you see when you take your eyes off your goal.” By applying a planning process founded upon fundamental and time-tested principles, Doug’s goal is to help his clients develop and maintain a long-term plan and help them stay focused.
Doug joined Wealth Enhancement Group in 2021 through the Serafini Financial Group acquisition. His financial planning efforts are fortified by his commitment to providing clients with the utmost in personal and professional service. His desire is that clients share his commitment to developing relationships built upon the traditional values of trust and integrity.
Doug and his wife, Keleigh, live in Williamsport, Maryland, with their three children: Collin, Grant, and Aiden. They are passionate about being involved in their local church where they enjoy serving in teaching, music and global missions ministries. In his spare time, Doug enjoys spending quality time together with his family and staying active in sports and music.
From the time he graduated high school, Mitch knew what he wanted to do: help people achieve financial independence. Along the way, he worked for two large financial corporations before joining Wealth Enhancement Group in 2021.
Helping people has always been a passion of Mitch’s and he feels blessed to have the opportunity to apply his knowledge and compassion in an effort to assist clients to prepare for their financial future. Mitch believes that it is his responsibility to continue to strengthen the bond of our relationship with our clients and their families through a distinct level of excellence, trust, and integrity.
Mitch and his wife, Carissa, live in Hagerstown, Maryland, with their four children. In his spare time, Mitch enjoys spending time with his family, playing sports and watching his favorite teams.
Payton began her Financial Services industry journey in 2019. She started her career as an Administrative Assistant, before transitioning to her current role within Wealth Enhancement Group; Financial Planning Assistant.
In this role, Payton assists and complements the financial advisors. Together, they cater to the needs of our clients as we help them work towards their financial goals.
As a lover of sports, Payton is the Assistant Coach on a collegiate women’s volleyball team at her alma mater, Hood College. She currently resides in Hagerstown, MD.
J.P. is at the beginning of his journey in the financial services industry, and, through further education, he’s laying the groundwork for that journey to be a long and successful one. He graduated from the Community College of Baltimore County with an Associate’s Degree in General Studies. He is very team-oriented and loves the idea of being able to assist people with their financial well-being.
J.P. lives in Williamsport, MD. It seems like he’s rarely there, though. He’s far more likely to be on the golf course or out playing with his yellow Labrador puppy, Raven.
Cathy’s experience as a liaison between corporate executives, medical staff, hospital staff, and the public has proven to be invaluable to our staff and clients. As our office manager, Cathy uses her extensive customer service experience to ensure that clients receive the highest level of service to which she is personally dedicated to providing. She manages the establishment and maintenance of all client distribution procedures, beneficiary designation and coordination, estate settlement processing, account transfers, etc.
Cathy is happily married and blessed with two wonderful children; two stepchildren; and five precious grandchildren. She resides in Martinsburg, West Virginia, with her husband, Hans, and their beloved furry friends. Cathy and her husband are active members of the Seventh-Day Adventist Church in Williamsport, Maryland. She cherishes family time, especially with those precious grandchildren. Cathy also enjoys cooking, gardening, spending time outdoors, and reading a good book.
With more than 25 years of HR experience in the banking and healthcare industries, she is a valuable addition to our client service team. As a client service associate, Melissa is meticulous and dedicated to providing our clients with excellent service in a confidential manner.
Melissa is married with two children and resides in Washington County. Away from the office, she spends most of her personal time with extended family and enjoys supporting her kids in their many activities. In her spare time, she enjoys the outdoors and horseback riding.
As a receptionist with Wealth Enhancement Group, Colleen’s computer literacy and her organizational and communications skills will dovetail perfectly with her highly valued ability to multi-task. Colleen has gained a variety of experience in various administrative positions.
Colleen lives in Emmitsburg, MD where she enjoys various outdoor activities, indoor sports, playing the guitar, and traveling.
For more than 25 years, Katrina has served the needs of the senior community in Washington County in her role as an advocate with the Washington County Commission on Aging. Her experience there and extensive training from agencies such as the CMS (Centers for Medicare and Medicaid Services) and the Maryland Department of Aging led to her be designated as a supervisor of one of the only personal, one-on-one counseling programs in the U.S. known as SHIP (Senior Health Insurance Program).
Katrina’s vast education and counseling experience to help seniors and their families navigate the often confusing landscape of healthcare. Her hands-on assistance helps simplify the process of electing and coordinating benefits related to Medicare, supplemental employer group coverage, and Medigap coverage elections, as well as Medicare Part D Prescription Plans. Her experience and qualification as an independent licensed agent in Maryland, Pennsylvania and West Virginia allow her to provide solutions for the ever-changing health care needs of today’s senior community.
Katrina and her husband, Greg, are lifetime residents of Hagerstown. She enjoys family time with their daughters, Julie Thompson and Sommer Kretsinger and grandkids: Mady, Ryan, Olivia, and Kyle. One of her hobbies is creating photo books that chronicle milestones in her grandchildren’s lives.
Dawn’s last 19 years have been spent as a Social Worker in the Eastern Panhandle of West Virginia, initially as the Director of Social Services with Care Haven Center nursing home which is affiliated with Genesis Healthcare System. As the director, Dawn assisted patients and their families with advanced care planning, discharge planning, end of life goals, and provided emotional and social support through this transition period in their lives. Dawn also worked with Hospice of the Panhandle providing end-of-life care to the residents. These experiences have given Dawn a passion for working with the aging population and assisting and guiding them to live life to its fullest.
Dawn lives in Berkeley County, WV, just minutes from her childhood home with her husband David and their two children, Carissa and Nicholas. Both children are busily involved in sports (softball, baseball, basketball, and soccer) keeping the family on the go. Time away from work is spent traveling to their games and watching and cheering them on; which Dawn loves. Dawn says, “it brings me great joy and happiness to watch them play the sports they love!” Away from the office and between sporting events with the children, Dawn enjoys being outdoors playing in the dirt of her flower gardens, reading a good book and spending time with family and friends. Dawn also enjoys attending concerts and professional sporting events.
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† Advisory registrations are held with Wealth Enhancement Advisory Services
* Securities registrations are held with LPL Financial, Member FINRA/SIPC
§ Series 66 held with LPL Financial and Wealth Enhancement Advisory Services
†† Insurance products offered through LPL Financial or its licensed affiliates
Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.