Alaina Mattix

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Alaina got her start in the financial industry in 2016, when she joined Vanguard as a Licensed Representative. After a couple of successful years in that position, she took up a new role as a Paraplanner and Financial Advisor at Reap Financial in Texas. Three years later, Alaina returned to her home state of Georgia to start her career at Wealth Enhancement Group. In her current role, Alaina loves connecting

Levi Broersma

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Levi brings a strong background in client service to his role as an associate financial advisor. He uses his interpersonal and client relationship skills to assist the financial advisors at Wealth Enhancement Group as they work with their clients to develop appropriate financial and wealth management strategies. Levi and his wife live in Norwood Young America, Minnesota. In his free time, he enjoys camping, fishing and basketball.

Robert Schneider

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Robert began his career in the financial industry in May 2021 as a client service and operations associate at Washington Wealth Advisors. He quickly rose through the ranks to a financial planning associate. Robert is currently working toward a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designation. He brings an attention to detail, personable approach to clients and use of technology to create efficiencies to his role at Wealth Enhancement Group.

Chris Baker

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Chris made the transition into the financial industry in 2014 because he has a passion for helping people reach and surpass their financial goals in retirement. He is a firm believer in building lasting relationships with clients, getting to know them deeply in order to best help them achieve their goals. He listens to clients with great attention to detail as they work together to identify specific objectives. Married with a mixed family, Chris has deep family loyalty.

Matthew Dorsey

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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.

Leslie Ortiz-Quiroz

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Leslie joined the financial services industry in 2019. She graduated summa cum laude with honors from Winthrop University and received an undergraduate degree in business administration with a concentration in financial planning. In her current role, Leslie supports the lead advisors’ journey of providing individualized and comprehensive advice. She strives to build & maintain a client’s trust by providing excellent service.

Sarah Strickland

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After working in the construction industry for over 20 years, Sarah decided to help families in the insurance industry in 2009. She quickly realized that to better serve her clients, she must take a holistic approach to their finances and enter the financial industry. “Really getting to know your clients is the only way to serve them properly.” She is passionate about helping her clients prepare for retirement and life’s unexpected events.

Chris Rogers

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Chris grew up in Richmond, Virginia and is a graduate of North Carolina State University. Chris entered the financial planning industry in 2000 and joined Wealth Enhancement Group in 2021 through the Carroll Financial acquisition. Chris enjoys working with clients on a personal level, handling day-to-day client needs as well as working with clients through the transitions in their lives.

Steven Mondolino

Submitted by wegmigrate on
Starting in 2011, Steven began his career in the financial services industry at HHG & Company. Working on all financial matters, Steven has broad experience in financial planning, investment management and tax preparation. Steven is a winner (2021-2023) of the “FIVE STAR Wealth Manager” award.* He joined the Colony Group in 2015, and returned to us at Wealth Enhancement Group in 2016.
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