For Damien, maintaining the highest level of professionalism and integrity with clients is paramount. He has helped clients prioritize, organize, and simplify their financial matters and has experience in investment, retirement, estate and insurance planning.
Damien joined Wealth Enhancement Group in 2021 through the Walnut Creek Wealth Management acquisition. He combines customized financial strategies with his money management knowledge to help clients prepare for retirement and to stay retired.
A native of the Bay Area, Damien is an avid fan of the local teams. He enjoys golf, fitness, hiking, and skiing. Damien and his wife, Lynn, reside in Alamo where they raised their now college-age children Natalie (UCLA) and Nicholas (Cal).
Debbie uses her years of corporate experience in strategic planning to help clients understand how to make better financial decisions. She enjoys seeing relief when her clients finally have the confidence that their financial house is in order. Debbie has a special heart for women who juggle roles in both their careers and their homes. She is an advocate for helping them understand how to pursue financial confidence.
Debbie joined Wealth Enhancement Group in 2021 through the Walnut Creek Wealth Management acquisition.
Debbie grew up in Northern California and loves the great regional, state and national parks. She lives in Danville with her husband, Dave. In her free time Debbie is constantly shopping for trail running shoes because she wears through them as an ultra-marathon runner.
Bernard is a financial professional that has helped hundreds of clients prepare for retirement. One of the most rewarding parts of his career has been watching his clients’ families grow, especially when their children go off to college.
Bernard joined Wealth Enhancement Group in 2021 through the Walnut Creek Wealth Management acquisition. At Walnut Creek Wealth Management his team was responsible for $760 Million of assets for clients.
Bernard is a father of two. He enjoys hiking our national parks and recently spent a few days hiking and camping in the Grand Canyon. He loves golf, gardening, and the San Francisco Giants. He is an avid reader, and typically has three books on his nightstand in various stages of digestion.
Rebecca supports the Financial Advisors in all aspects, including client relations, account preparation, transaction assistance, and account monitoring.
Before joining Wealth Enhancement Group Rebecca spent several years in the Real Estate Industry. She is dedicated to serving clients so that they can feel more comfortable about their financial future.
Rebecca lives in the East Bay with her husband, Justin, and daughters, Kendall and Jordyn. She enjoys working out, cooking, wine tasting, shopping and cherishes time spent with her family.
Leslie aims to provide the best client experience possible and in the most pleasant approach for our clients. Her motto is to “always end your day with a smile” and indeed she stays true to her words.
Outside of work, Leslie is a professional hula dancer and performs at local venues all over the Bay Area. She enjoys the outdoors, traveling and spending quality time with her family.
After school Alan interned at several prestigious financial institutions before landing first at a Broker/Dealer and then at an Asset Management Co., as a Trade Desk Liaison and Analyst. In 2019, Alan moved to the Bay to be closer to family, ultimately relocating to Walnut Creek as an Analyst. Alan joined Wealth Enhancement Group in 2021 through the Walnut Creek Wealth Management acquisition.
Outside of work, Alan loves to be active, to spend time outdoors, to explore scenic Northern California, and to enjoy time with his brother and two nieces.
Mary-Catherine brings several years of experience in the financial industry to our team. She started her financial career at CitiFinancial in 2007 and went on to work for LPL Financial in January 2010. While at LPL Financial Mary-Catherine worked in several important roles; first in the Money Desk Receipts department, then she was promoted to work directly with LPL Financial advisors as part of their home office service team. She relocated to Northern California and joined Walnut Creek Wealth Management in October of 2013. Mary Catherine joined Wealth Enhancement Group in 2021 through the Walnut Creek Wealth Management acquisition.
Mary-Catherine is a native of Rock Hill, South Carolina. She lives with her husband, Jun, and two dogs, Apollo and Zeus. Outside of work she enjoys playing the piano and bridge.
Tyrone Chow is responsible for executing investment trades, doing investment research, and helping with special operational projects. Tyrone has held various positions in the financial services industry over the past 15 years, most recently with an independent advisory firm. He and his wife live in Alameda and enjoy sports, hiking, and is a foodie.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
† 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