Steven D. Brett

Submitted by wegmigrate on
Steve joined Wealth Enhancement Group as a financial advisor after a successful tenure as a leader at Marcum Wealth and Marcum Financial Services. His financial services background has been shaped by the challenges gained from working several years on the institutional trading desk at Goldman Sachs and Speer Leeds and Kellog. Steve focuses on helping clients achieve their financial goals by developing comprehensive financial plans and integrating essential investment strategies.

Laura Gilman

Submitted by wegmigrate on
Laura got her first taste of the financial world while working as a bank teller in high school. As an undergrad, she delved deeper as an analyst intern at Smith Barney and then spent the first phase of her post-college career in the corporate world. Laura worked as an auditor for Arthur Andersen, while earning her MBA and CPA. Next, she held several financial executive positions for financial institutions in New York and Los Angeles.

John Maloney

Submitted by wegmigrate on
As a financial advisor with Wealth Enhancement, John provides strategic wealth management services for a wide range of clients. John brings more than 30 years of experience in the wealth management industry. He began his career with Marine Midland Bank and subsequently held positions with several financial organizations before joining M&R Capital as Chief Investment Officer.

Jose Palafox

Submitted by wegmigrate on
Jose brings over 25 years of experience in the investment industry to Wealth Enhancement Group and his clients. He started his career working at two larger brokerage firms before opening his own firm, Starfox Financial Services, in 2006. He founded his firm with the belief that clients deserve full and undivided loyalty from a fiduciary advisory with their best interests in mind, not that of his own or his firm. Starfox Financial Services joined Wealth Enhancement in 2024.

Michele Newhouse

Submitted by wegmigrate on
Michele has been serving clients with Wealth Enhancement Group for more than two decades. Her specialty is comprehensive retirement and financial planning, along with estate planning review. She has extensive experience in tax strategies, investments and income generation. She understands that the economic climate and current events affect our day-to-day markets and that implementing and maintaining proper planning is essential to good financial health.

Brian Fisher

Submitted by wegmigrate on
With over 25 years of experience in the financial services industry, Brian has largely focused his practice in the employee benefits space, helping employers and employees to pursue their financial objectives in a sustainable, cost-efficient manner.

Jennie Boland

Submitted by wegmigrate on
Jennie joined Wealth Enhancement Group in 2009 and has more than 25+ years of experience in the financial services industry. She brings extensive knowledge of investments, tax strategies retirement planning and insurance. Jennie loves working with her clients to help them enjoy a successful retirement and guide them through economic ups and downs as well as create a legacy to align with their values.

Debbie Oswald

Submitted by wegmigrate on
Debbie collaborates with her clients to establish wealth management strategies designed to achieve their financial goals. She is passionate about working with physicians, executives, and families to plan their financial journey and maximize their financial capacity. Debbie has developed skills in varied retirement plan structures, financial strategies, and tools—with a goal of optimizing the financial capacity for those in the health care community.

Tiffany Rosetti

Submitted by wegmigrate on
Tiffany has lived around the globe and brings her worldly life experiences to her everyday work. Having worked in the financial services industry since 2007, she learned the importance of understanding not only the big picture and details to fully implement plans, but also her clients' values and relationship with money.
Subscribe to Senior Vice President, Financial Advisor