About the QCI Team
Client first. A guiding principle for our team, we are committed to providing nothing less than exceptional service for every client. We back up this claim with a highly engaged and talented group of advisors and retirement plan specialists who take the time to understand your specific needs, goals, and circumstances. Our team of advisors provide tailored wealth management consulting and retirement plan services through our client-first philosophy, unwavering judgment, and meticulous search for opportunities. As with anything created through dedication and care, our goal is to build you a lasting financial future.
Advisory Team
Client Service Team
Resources from our team
Team locations
Current Clients
Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation
Barron’s: Awarded on 9/12/2025 (Mega RIA). Ranked on assets, revenue, and quality of practice as of 6/30/25. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.