Mike’s fascination with financial investments began when he inherited a small amount of money while attending the Business School at Florida State University, which quickly became a passionate hobby for him. After graduating, he spent three years as a Marketing Executive in the computer industry and then spent three years in the Medical Sales profession. Although Mike received numerous awards for his top performance, he searched for a way to merge his passionate hobby with a meaningful profession. This led him to Cigna Financial Advisors in 1995.
In August of 1997, Mike formed The Wealth Enhancement Group, Inc. and became a Registered Investment Advisor. He wished to continue with the Fee-Based Planning Process but desired a more objective approach to helping his clients when it came to assisting them with financial instruments. The outcome has resulted in a very successful practice and one that keeps his clients' interests ahead of his own. Mike joined Wealth Enhancement Group in 2021 through the 'The Wealth Enhancement' acquisition.
Mike has a son that works in the Fintech Industry and a daughter who is a nurse at a children’s hospital. He enjoys tennis, playing the drums, and traveling with his fiancé.
Steve has been working side by side with Mike for almost two decades. He is also an LPL Registered Representative and holds his Series 7 and 66 as well as Life, Accident, and Health licenses. He has been in the Financial Services Industry for more than 15 years and holds a degree in Financial Management from Grove City College in Pennsylvania. Prior to Steve’s involvement in the Financial Services Industry, he worked for the Pittsburgh Steelers. Steve joined Wealth Enhancement Group in 2021 through the 'The Wealth Enhancement' acquisition.
Steve and his wife Alyx have four young boys (Caden, Chasen, Brycen, & Keaton). As a family, they enjoy traveling, sports, and various other outdoor activities.
Risa joined the team with a strong background in the Financial Services Industry; previously working with two Wealth Managers in San Francisco as Director of Operations and Portfolio Management Administrator. She attended Arizona State University and has been in the Financial Services Industry for over 15 years. Risa joined Wealth Enhancement Group in 2021 through the 'The Wealth Enhancement' acquisition.
Risa has a daughter that attends Alpharetta High School and plays for their State Championship Volleyball team as well as a son in elementary school. Risa, her partner Adam, and the kids keep busy with volleyball tournaments, jet skiing and camping at the lake with their three dogs.
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† Advisory registrations are held with Wealth Enhancement Advisory Services
* Securities registrations are held with LPL Financial, Member FINRA/SIPC
§ Series 66 held with LPL Financial and Wealth Enhancement Advisory Services