With over 23 years’ experience in the financial services industry, Kristy brings an unwavering dedication to her clients. She is known for her commitment to excellence, specializing in creating personalized wealth management and financial planning strategies that cater to the intricate needs of high-net-worth individuals.

Sam is a seasoned financial services professional with over a decade of experience helping individuals and families navigate their financial lives with confidence. His career began at Fidelity Investments, where he managed client relationships and provided personalized investment guidance. He later worked with ultra-high-net-worth families at AllianceBernstein, gaining deep insight into complex wealth management needs.

Since 2011, Kate has leveraged widespread experience in the financial services industry to specialize in solving client challenges through comprehensive financial planning.

Kevin joined Wealth Enhancement in August 2025, bringing nearly a decade of experience in financial services with a focus on financial planning, customer success, and trading.Prior to his current role, Kevin spent four years at Empower (formerly Personal Capital), three years at Fisher Investments, and three years at Merrill Lynch. His diverse experience across these firms has shaped a well-rounded, client-focused approach.

Dan works directly with individuals and families to help them make smart, confident decisions about their financial well-being.  With 18 years of experience partnering with financial advisors and clients, Dan brings a thoughtful, steady approach to planning and investing.  He takes the time to understand what matters most to you, whether it’s retirement, investing wisely, or protecting your wealth.  Dan will connect you with the right advice and guidance to help you get there.

Todd is a seasoned advisor and business development executive with more than 25 years of experience in the institutional securities and investments business. His principal focus has been advising high-net-worth investors around custom strategies in a Fiduciary capacity. Over the course of his career, Todd has been involved in several business development efforts across multiple asset classes, taking them from the ground up to commercial success.