Bio
Over twenty years ago, Don founded Dempsey Investment Management.  After joining with Wealth Enhancement in 2025, Don was able to expand offerings and benefits to his clients. Don is dedicated to helping individuals and families achieve financial clarity and long-term success and feels the culture at WEG supports his long-term customer relationships.
9/2/2025
Bio
As a financial advisor with Wealth Enhancement with more than 20 years of experience in financial services, Josh focuses on helping clients work toward their retirement goals through carefully crafted, customized wealth-building strategies.
6/26/2025
Bio
Pete has a vast experience in the financial industry that started in 1987. He provides personalized, comprehensive financial planning and investment management designed to help his clients reach their goals. Pete works with individuals and families, providing investment consulting and comprehensive financial planning, including educational, retirement and estate planning. Pete also helps clients with their philanthropic requests.
6/17/2025
Bio
Mike joined Wealth Enhancement Group in 2022 through the acquisition of BTR Capital Management, bringing with him extensive experience in financial planning, investment management, and fixed income research and trading.
6/17/2025
Bio
Marti Awad has more than 30 years of experience working in the capital markets, first as a practicing tax attorney at one of the country’s top law firms and, for the past 24 years, as a private wealth advisor. Before that she worked in the tax consulting group of a national accounting firm. She joined Wealth Enhancement Group in 2021 through the merger of Cardan Capital Partners which she cofounded.
6/13/2025
Bio
Dave has more than 30 years of experience in asset valuation, portfolio management, financial analysis and planning, and acquisitions. As a financial advisor at Wealth Enhancement, Dave focuses on financial planning and portfolio management for individuals, trust funds, retirement plans, non-profits, and small businesses.  Dave is a member of the CFA Institute and the CFA Society of South Carolina. He is a past president of the Greenville Breakfast Rotary Club.
6/13/2025
Bio
John’s passion is helping clients to simplify their financial lives. He began his career as an auditor and systems consultant for a national accounting firm, later joining BTR Capital Management in 1993 and serving as the firm’s President from 2008.
6/11/2025
Bio
Philip has more than 30 years of experience in the financial services industry. He was a founding member of FinTrust Capital Advisors and previously worked as a consulting group director and senior vice president for a global wealth management firm where his duties included developing investment policy guidelines, providing money manager research, and conducting performance reviews.
6/9/2025
Bio
Bob has over 15 years of experience in the financial services industry in the areas of retirement planning, portfolio management, and securities analysis. Bob currently works with clients ranging from 501(c) 3 charitable organizations, corporate pension plans, and affluent individual investors. He is well versed in overcoming the challenges necessary to implement and maintain a successful investment plan.
6/9/2025
Bio
With over three decades in the advisory and consulting industry, Bill enjoys helping professionals, businesses, and their families pursue their goals of financial independence and freedom. Prior to joining Wealth Enhancement in 2024, he worked with Starfox Financial for seven years. He was also with Merrill Lynch for nearly 13 years as a Senior Financial Advisor and Wealth Management Advisor before moving to Starfox Financial.
6/4/2025
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