Merlyne joined Wealth Enhancement Group as part of the 2018 partnership with OneSource Retirement Advisors. As a Senior Tax Advisor, she researches investment planning issues with a strong focus on retirement planning. Merlyne is currently working toward a Certified Financial Planner™ Professional certificate. Her background includes income tax preparation and planning. Merlyne lives in Malvern, PA with her husband Mike and sons Calvin and Chris. She has a Saint Bernard named Ku’uipo.

Lawrence is integral to the tax planning and preparation services provided by Wealth Enhancement Tax & Consulting Services. His skills and experience will benefit him in the job. As a Certified Public Accountant since 1985, Lawrence has excelled in a variety of accounting positions for both public and private entities, in For-Profit and Not-For-Profit organizations. Lawrence has been married for 40 years to his high school sweetheart, Debbie.

Frank has more than 20 years of experience in the financial services industry. Frank spent the early part of his career in a public accounting firm specializing in small business and personal income taxes. Frank attained the Personal Financial Specialist (PFS) designation from the AICPA, a designation available only to CPAs who demonstrate knowledge and understanding of all areas of financial planning.

Angelica leads Wealth Enhancement Tax & Consulting Services’ West Coast team. For 14 years, she has helped her clients stay compliant with tax regulations and save on their taxes through her tax advisory, planning, and preparation work at Wealth Enhancement Group and previous tax and accounting firms.