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Michael Helms - Vice President, Financial Advisor at Wealth Enhancement

Michael Helms

MBA, CFP®, CPA, PFS
Vice President, Financial Advisor
Michael Helms has been providing financial planning, strategic investment advice, and comprehensive tax management solutions for more than 25 years. His hands-on experience and client-first focus provide his clients with a critical competitive advantage.
Jack Evans - Vice President Financial Advisor at Wealth Enhancement

Jack Evans

CFA®
Vice President, Financial Advisor
Jack Evans joined Wealth Enhancement in 2026, where he previously worked at Pegasus Capital Management as an Associate Wealth Advisor. He is passionate about helping investors make informed decisions and work toward their long‑term financial goals.

David Rome

CEPA®
Vice President, Financial Advisor
David began his career in financial services in 2015. As a financial advisor for Marcum Wealth and now, in his current role as a financial advisor with the Bart team at Wealth Enhancement, David’s focus is helping clients with financial planning, investment management and client services. David and his wife, Clare, have two children and live in Cleveland, Ohio. He is an avid Cleveland sports fan and enjoys playing golf and the guitar.
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