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Andy Stenzel - Regional Vice President New Client Development at Wealth Enhancement

Andy Stenzel

Regional Vice President, New Client Development
As a Financial Advisor since 2013, Andy Stenzel enjoys having in-depth conversations with clients about their financial needs and goals, creating personalized strategies focusing on their unique situations, and continuing to support them over time and as their needs change. Andy holds high standards for himself and measures his success by his clients’ success. He is actively involved in his community and several local neighborhood organizations.
Frederic Han - Regional Vice President New Client Development at Wealth Enhancement

Frederic Han

Regional Vice President, New Client Development
Frederic began his career in the financial industry in 2008 as a financial advisor with Edward Jones, where he helped families with goals-based financial planning, portfolio construction, and ongoing portfolio management. Before joining Wealth Enhancement, he spent 10 years at Personal Capital, a company recognized as a disruptor in the financial services industry and later acquired by Empower. During his tenure, he held a variety of advisory and leadership roles.
Nathan Presutti - RVP New Client Development at Wealth Enhancement

Nathan Presutti

Regional Vice President, New Client Development
Nathan helps individuals and families explore financial planning opportunities by connecting them with the resources and guidance they need to pursue their goals. With 20 years of experience in the financial services industry, he brings a client-focused background built through roles at Fidelity and Fisher Investments, where he spent two decades helping clients navigate important financial decisions.
Joe Hollingsworth - Regional Vice President, New Client Development at Wealth Enhancement

Joe Hollingsworth

Regional Vice President, New Client Development
Joe is a seasoned advisor and business development executive with more than 24 years of experience in the financial services industry.  His principal focus has been working with high-net-worth clients and providing comprehensive financial guidance across wealth management, retirement planning, and investment advisory services.
Matt Falkner

Matthew Falkner

Regional Vice President, New Client Development
With nearly two decades of helping clients solve problems, Matt Falkner serves as Regional Vice President of New Client Development at Wealth Enhancement. He specializes in helping clients architect and implement comprehensive financial strategies tailored to their long-term goals. His work focuses on optimizing financial plans, minimizing tax burdens, and navigating complex trust and estate planning issues.
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Joe Lomeo

CFP®
Regional Vice President, New Client Development
Joe has worked in the financial services industry since 2010 and has partnered extensively with financial professionals and high-net-worth clients to help them achieve their financial goals. He is deeply passionate about serving in a fiduciary capacity to help clients find the appropriate solutions for their unique situations. He has worked within institutional municipal bond markets, assisted advisors in growing their practices, and worked with hundreds of high-net-worth clients.
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