Bio
Tony has been a financial advisor at Wealth Enhancement Group since June of 2025. He graduated summa cum lade from Bentley University in 2019 where he earned Bachelors of Science in both Actuarial Science and Business Administration, with a minor in psychology.
6/26/2025
Bio
Leanne began her career in financial services in 2015 as a client services manager. After gaining her securities licenses, she transitioned to a role as a registered client relationship manager and associate financial advisor on the Gavin team with Wealth Enhancement. She is a dedicated, detail-oriented professional who leverages her analytical skills to ensure all clients receive the highest level of service.
6/13/2025
Bio
Kyle is passionate about helping individuals and families navigate their financial journeys with confidence and clarity. Since joining Wealth Enhancement in 2018, he has been dedicated to crafting personalized financial roadmaps that align with each client's unique goals and life circumstances. Kyle takes a holistic approach, considering all aspects of a client's life to develop strategies that simplify and strengthen their financial well-being.
6/3/2025
Bio
Daniel served as a Client Service Associate and Client Service Manager for over four years. In his current position as an Associate Financial Advisor with Wealth Enhancement, he is leveraging that experience, along with his CFP® certification, as he takes on new responsibilities for his team.Daniel and his wife, Addison, live in Monmouth County, New Jersey. Outside the office, he enjoys golf, basketball, surfing, and sushi.
5/16/2025
Bio
Sebastian began his career in the financial services industry in 2020 and joined the Wealth Enhancement Group in 2022 as a senior client service representative. He is dedicated to delivering great service to his clients and focuses on working in the client’s best interests — from client onboarding to operations and trading.In his free time, Sebastian enjoys attending car shows and working out at the gym.
5/16/2025
Bio
Before beginning his career in financial services, Trevor served 13 years in the United States Marine Corps as a Reconnaissance Marine. That experience demanded discipline, resilience and attention to detail — qualities that continue to guide his professional life today.
5/16/2025
Bio
Andrew began his career in financial services at JPMorgan Chase in 2017. As a banker, he worked closely with individuals, families and business owners to support their everyday banking needs — offering personalized guidance and building strong, lasting relationships along the way. In 2023, he joined Steven Brett’s team at Marcum Wealth, continuing in a client service capacity before being promoted to Associate Financial Advisor on the Aurum Brett team at Wealth Enhancement.
5/15/2025
Bio
Stephanie joined Wealth Enhancement Group in 2008. She is driven and dedicated to our clients, with a relentless work ethic. She anticipates and exceeds client needs, with a proven track record of going above and beyond to deliver exceptional service with precision and efficiency. Stephanie is a graduate of the University of Wisonsin-LaCross. Outside of work she enjoys running with her sweet dog, Bodi, and spending time with her husband, Brett, and her two daughters, Quinn and Riley.
5/7/2025
Bio
Adam earned his bachelor’s degree in finance from St. Cloud State University in May of 2011. He immediately began his career with Wealth Enhancement Group and has served in both, client service and financial planner roles throughout his tenure. As a result, he has gained valuable experience in all areas of the financial planning process and embraces the relationships that are created with clients.
5/2/2025
Bio
Kelly has more than 15 years of experience in the financial services industry and has contributed to the success of Wealth Enhancement Group in a variety of roles. As an associate financial advisor, Kelly helps to facilitate client meetings, assists with financial planning and is a point of contact for client inquiries. She has studied economics and business administration with an emphasis in management. For fun Kelly likes to travel and spend time with family and friends.
5/2/2025
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