For over 20 years, Greg has helped families work toward financial success by helping them grow their assets and plan for their future with a constant focus on the impact of taxes. As a financial advisor with Wealth Enhancement, Greg specializes in estate planning, asset management, taxes, charitable objectives and business planning.

Brian has been in financial services since 2002, focusing on retirement planning, investments and insurance protection for individuals and families. He also has a special interest in assisting individuals who work in the public sector.

Joe brings 20+ years of experience in insurance planning to his current position as Director of Insurance at Wealth Enhancement. Previously, he served as a regional vice president in insurance brokerage sales, helping advisors identify and offer life, disability and long-term care insurance to clients. Joe believes a successful financial plan is built on a strong foundation of protection through life, disability and long-term care insurance planning.

Nate is a seasoned professional with more than 20 years of experience in the financial services industry and leads the MACRO Team. Nate grew up at Ameriprise Financial and has always believed that a comprehensive approach can simplify a client’s life, inspire confidence and reduce stress. He attaches great importance to financial planning, the value of good advice and the importance of helping clients identify biases that may exist in their decision-making process.

Daniel launched his career in finance in 2000 as a corporate financial planner and analyst at Clorox. In 2013, he shifted into personal financial planning with Northwestern Mutual. In his current position as a senior financial planner with the Wealth Enhancement Group, Daniel helps his clients navigate complex financial decisions, focusing on tailored strategies for long-term success.

Chad has worked in the financial services industry since 2001, holding a variety of leadership and client-facing roles across insurance, retirement, and wealth management. His experience spans large-scale advisor development, strategic sales enablement, and direct client engagement—giving him a unique lens on what it takes to serve clients well and grow a business with purpose.

John has been immersed in the wealth and estate planning community his entire career. He has a special interest in helping individuals and families develop an enduring legacy based on their own values through philanthropy. His involvement in the Philanthropic Advisor Leadership Institute, Children’s Healthcare Legacy Advisor Council and the Atlanta Estate Planning Council has strengthened his resolve. John was also a Five Star Wealth Manager Award Recipient (2017-2019, 2021-2023)*

Dennis is dedicated to personal financial planning and an expert at aligning financial concepts with the specific goals of his clients. He excels at simplifying intricate ideas and enabling individuals to confidently steer their financial decisions with clarity and trust. Previously at Altfest Personal Wealth Management and Facet Wealth, he planned strategies for high-net-worth clients.

Steve spent nearly a decade working as an engineer before pursuing his passion for helping people meet their financial goals. In 1993, he founded an independent advisory firm with a client-first approach to financial planning before joining forces with Atlas Financial.

Brad started his career as a CPA and auditor, but his desire for knowledge soon led him deep into the investment and insurance fields. Over the course of his career, Brad has held many positions, including being the owner or partner in various insurance agencies and financial advisory firms.