Charles has over 10 years of experience in the financial planning industry. He has spent much of that time working within the medical and veterinary communities, helping MDs and DVMs to understand the fundamentals of building a well-rounded portfolio and navigate all aspects of retirement planning. He has had the privilege of speaking with VBMA chapters across the country and serves as Treasurer and a board member for the Wisconsin Veterinary Medical Foundation.

Gary joined Wealth Enhancement in 2021 through the Carroll Financial acquisition. He enjoys building relationships with clients and partnering to achieve their financial goals. In his work, he focuses on developing thorough financial plans to simplify clients lives while maximizing resources through ongoing investment strategies. Gary is a proud native of Charlotte and resides in the South Park area with his wife, Sarah, son, Jackson, and Labrador, Ridge.

Kelsey is passionate about helping clients simplify and better understand their finances. She partners with them to provide comprehensive financial planning at every stage of life, preparing them for the certainty of uncertainty. Kelsey takes the time to get to know her clients, listen to their financial goals, discuss their values, and provide tailored guidance to help them achieve success. 

Austin Budnack has a clear and simple goal as a financial advisor: to provide his clients with financial peace of mind. He believes there is no cookie-cutter method to financial planning, so Austin offers a comprehensive approach to cater to client’s specific needs and goals. Whether it’s wealth management, budgeting, tax planning, insurance needs or retirement planning, Austin finds enjoyment in creating the optimal solution to each client’s unique situation.

Kristen brings more than 12 years of experience working in the financial services industry with a background in both retail banking and wealth management. While she began her career in management at a retail bank, she later found her true calling and developed a passion for wealth management. She thrives on developing deeper relationships with her clients in order to help them achieve their short-term and long-term financial goals.

Initially, Larry was headed toward the ministry, but his career path changed when he discovered an aptitude for business and management. He has held positions as an accountant, city manager, vice president and chief financial officer of a private college, and chief financial officer of a Canadian startup firm.

Terrell serves his clients by helping them to see the right perspective, which is based on tried-and-true principles. These provide the foundation for every plan and are used to map out a financial course of action that focuses on the details that matter. Terrell has learned that each client presents unique details, concerns, and financial complexity. Because of that, he devotes time and intentionality to each relationship.

Jeff focuses on advising and consulting with clients about financial planning and portfolio management services. He is also responsible for financial mentoring and hosting financial educational workshops.

Lynne has been in the financial markets since college when she took her first student loan, invested it and never looked back! She began her professional journey in Information Technology as a Software Engineer and Technical Leader. She quickly rose up the ranks and in the early 1990’s, she decided to launch an IT consulting business in the Washington DC metro area. While running her company as CEO, Chief Architect and Principal Consultant, she also enjoyed doing all the qualified retirement

Emily has more than 23 years of experience in the financial services industry and has been practicing as an advisor since 2010 with a focus on developing long-term, personal relationships with her clients. She works closely with individuals and families facing life transitions with a specific focus on financial and retirement income planning. Emily grew up in Charlotte and is a graduate of Charlotte Country Day School.