Jason is a Senior Vice President and Financial Advisor at Wealth Enhancement. Since beginning his career in the financial planning industry in 2010, Jason has helped clients navigate tax smart planning, retirement and estate strategies, risk management, and disciplined investment management.

With a career spanning more than half his life, Larry is known for his ability to simplify complex financial concepts and guide clients through some of the most meaningful transitions of their lives. He works closely with business owners on retirement strategies, business transition planning, and the emotional and financial challenges that come with stepping away from a career they’ve built and love.

With 20+ years of experience in comprehensive financial planning, Fred is known for his thoughtful approach, deep technical knowledge, and genuine commitment to client relationships. He believes effective planning begins with truly understanding each client’s personal history, values, goals, and objectives—because financial planning is never just about numbers; it’s about people.

Jessica combines a disciplined planning approach with a deep commitment to long-term client relationships. She works alongside clients as they approach retirement and throughout the years that follow, helping them navigate tax considerations, income strategy, and investment decisions with clarity and intention.

For the last 36 years, Dan Dolan has helped clients navigate their financial lives with clarity and confidence. He builds long‑term relationships grounded in trust, creating personalized strategies that bring together tax‑efficient investing, retirement planning, estate considerations, and risk management.

Fred Dent brings decades of experience to helping clients navigate complex markets. His career began on Wall Street during the 1987 market crash, shaping his commitment to disciplined, client-first advice. As a Chartered Financial Analyst (CFA), Fred now partners with Wealth Enhancement to deliver personalized strategies and holistic planning. A Louisiana State University graduate, he’s deeply engaged in his community through Rotary Club and nonprofit boards.

Steve brings over two decades of experience in financial services and over a decade as a practicing tax attorney. His experience bridges tax law and financial planning, helping clients navigate complex transitions in their lives and businesses. As a Certified Exit Planning Advisor (CEPA), Steve offers deep insight into business succession strategies. He’s also committed to service, most recently serving on the board of Jumpstart, USA, a national prison ministry.

Ben Putman brings more than 35 years of experience and a comprehensive approach to wealth management. As a CPA and CFP® with additional credentials in business valuation and divorce planning, Ben helps individuals, families, and business owners navigate complex financial decisions with clarity and confidence. His experience spans tax strategy, retirement planning, estate planning, and investment management.

Shelley launched her career in the financial services industry as a branch manager for Citizens Bank in Saginaw, Michigan. She then transitioned into wealth management, becoming a financial advisor in 2004 with Morgan Stanley, later with Merrill Lynch, and subsequently with her own company, Norris & Company.