With over 25 years of experience in the financial services industry, Robert has served as a senior wealth advisor, senior financial planner, and chief compliance officer. In his current position as a financial advisor with Wealth Enhancement, he works with high net worth families, individuals, business owners and executives, focusing on comprehensive wealth preservation strategies including investment management and analysis, tax planning, estate and retirement planning.

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.

Linda focuses on client service and communications. She works closely with clients to help them stay on target to pursue their most meaningful milestones. Linda’s service responsibilities are varied and include investment and tax research and required minimum distribution oversight. She is married with two children. She is active in the Charlotte community having served as a hotline counselor with Charlotte Pregnancy Care and on the board of her neighborhood civic association.