David, a veteran Marine, is an experienced financial advisor with over seven years of experience providing clients with personalized assistance with retirement planning, estate planning, portfolio management, tax strategies and overall expert guidance in managing their finances. Prior to joining Wealth Enhancement as a financial advisor,, David served as an advisor at Wells Fargo and Merrill Lynch.

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.

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.

Mike joined Wealth Enhancement Group in 2022 through the acquisition of BTR Capital Management, bringing with him extensive experience in financial planning, investment management, and fixed income research and trading.

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.

Leanne began her career in financial services in 2015 as a client services manager. After gaining her securities licenses, she transitioned to a role as a registered client relationship manager and associate financial advisor on the Gavin team with Wealth Enhancement. She is a dedicated, detail-oriented professional who leverages her analytical skills to ensure all clients receive the highest level of service.

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.

Philip has more than 30 years of experience in the financial services industry. He was a founding member of FinTrust Capital Advisors and previously worked as a consulting group director and senior vice president for a global wealth management firm where his duties included developing investment policy guidelines, providing money manager research, and conducting performance reviews.

Chris began his career in the industry as a financial advisor with Merrill Lynch in 2015. As a Certified Financial Planner and Accredited Wealth Management Advisor, 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.