Filters
Your search for "[current-page:query:keyword]" returned 3489 results
Bio
In 2024, Phil brought his 24+ years of financial services experience to Wealth Enhancement Group. Phil started his career in 1990 as an attorney focusing on estate, gift and income tax planning and practiced law for over a decade. In 2001, Phil launched Piermont Wealth as a fiduciary wealth management firm for high-net worth individuals and families. His background as an attorney with a master’s in taxation enhances the comprehensive financial advisory services he provides to clients.
Bio
Michelle has over 20 years of experience in the financial services industry. She enjoys establishing long-term, personal relationships with her clients and their families. Her goal is to be sure their financial plan adequately addresses not only their needs and concerns but also their wishes and desires. She serves on the board of directors of the Boys & Girls Club of York County, the York County Community Foundation, and Adult Enrichment Centers.
Bio
Mark brings decades of experience in both financial services and information technology to his current role as financial advisor at Wealth Enhancement Group. He enjoys helping his clients understand how their values can shape their financial plan for retirement and estate planning strategy. He works closely with our Roundtable team of specialists to ensure that his clients’ plans are covered from all angles.
Bio
Alex joined Wealth Enhancement Group in 2022, transitioning from an independent advisory firm in Maitland, where he was a partner. Growing up in St Augustine and Jacksonville, Alex fell in love with Central Florida after attending Stetson University in DeLand.
Bio
Tom joined Wealth Enhancement in November 2021 as an investment analyst specializing in fixed-income research and trading. Previously, he spent a decade as a senior buyer for a large automotive group, making purchasing decisions for nine different automotive franchises. Tom’s passion for financial markets caused him to change career tracks and enter the wealth management industry.
Bio
Adam got his start in the financial services industry in 2008 as an intern with Wealth Management Group. Adam joined Wealth Enhancement Group in 2023. His success as a financial planner is the result of his unwavering commitment to professionalism and personal service. He is dedicated to learning about his clients' personal goals and priorities and working with them to build a unique financial security plan that best fits their financial objectives.
Bio
Justin began his career at Selway Asset Management in 2000 as an intern and became a partner in 2012.
Bio
As a senior vice president of Wealth Enhancement Group, Scott has 40 plus years of capital market and portfolio management experience. Scott’s career in capital markets began in 1984. Prior to joining Wealth Enhancement Group in 2025 his background included fixed-income trading and management, financial derivatives and foreign exchange trading and portfolio management. Scott joined Burroughs and Hutchinson in 1997 a locally owned Investment Management firm founded by his father in 1967. Burro
Bio
With over 25 years in the investment advisory industry, Danielle brings comprehensive knowledge to her current position as a financial advisor with Wealth Enhancement. She uses a customized, client-centric approach to portfolio management, securities research, trading, client service, operations and compliance.
A long-time resident of Boise, Idaho, Danielle enjoys spending time with family and friends, reading, mountain biking and crocheting.