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.

Chris began his career in the industry as a financial advisor with Merrill Lynch in 2015. As a Certified Financial Planner (CFP®) and Accredited Wealth Management Advisor (AWMA®), he specializes in high-net-worth tax, investment, and estate planning, helping clients minimize their taxes and build strong income strategies for retirement through comprehensive financial planning.

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.

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.

Chris has been providing services in the financial industry since 2016 and joined Wealth Enhancement in 2023. With eight years of experience in the financial industry, Chris holds both CFA and CFP designations, reflecting a deep commitment to financial expertise and client success.

Christopher has been in the wealth management industry since 2009, working as a financial analyst and senior financial consulting manager, and is experienced in formulating financial plans for high net worth individuals and institutional clients. He’s driven by a desire to give his clients peace of mind as they look towards the future, working to identify their financial goals and create plans that work to meet their objectives.

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.

Kyle is passionate about helping individuals and families navigate their financial journeys with confidence and clarity. Since joining Wealth Enhancement in 2018, he has been dedicated to crafting personalized financial roadmaps that align with each client’s unique goals and life circumstances. Kyle takes a holistic approach, considering all aspects of a client’s life to develop strategies that simplify and strengthen their financial well-being.

Lori brings over 15 years of experience in financial services and significant professional training with multiple financial certifications to her current position as a financial advisor with Wealth Enhancement. Lori shares her experience with clients on all aspects of financial planning, tax planning and estate planning.

Kimberly brings over 20 years of experience in financial services. Her expertise and certifications allow her to always stay informed about best in class planning strategies and hold her to the highest fiduciary and ethical standards. Kimberly is passionate about getting to know her clients on a deeper level and works as their personal CFO.