With over 25 years of experience in the financial services industry, Robert has served as a senior wealth advisor, senior financial planner, and chief compliance officer. In his current position as a financial advisor with Wealth Enhancement, he works with high net worth families, individuals, business owners and executives, focusing on comprehensive wealth preservation strategies including investment management and analysis, tax planning, estate and retirement planning.

After serving in the U.S. Army Special Forces as a Green Beret, Kevin launched his career with UPS before transitioning to a career as a financial advisor where he leverages his skills gained from his military and corporate experience. With 20+ years in business and financial planning, and substantial education and professional certifications, he currently serves as a financial advisor with Wealth Enhancement, where he creates strategic financial, retirement and tax plans for his clients.

Courtney helps clients meet their long-term financial goals while forming personal, lasting relationships with those she works with. Courtney focuses on retirement planning, tax strategies, and the coordination of estate planning with investments. She puts an emphasis on lifelong learning and is passionate about financial literacy for the next generation of clients.

Jordan has been serving clients in the financial services industry since 2015. He uses his passion for financial planning and the client experience to form strong connections. Prior to joining Wealth Enhancement Group in 2023, Jordan fulfilled multiple roles with Charles Schwab and Northwestern Mutual. He obtained the Certified Financial Planner Professional designation in 2018 and Chartered Financial Consultant designation in 2020.

Adam has been serving the community as a Financial Advisor since 2019 and joined Wealth Enhancement Group in 2023 through the New Era Financial acquisition. He appreciates conversations with clients and specializes in helping them on the path to financial freedom through personalized financial planning and investments.

David began his career in financial services in 2015. As a financial advisor for Marcum Wealth and now, in his current role as a financial advisor with the Bart team at Wealth Enhancement, David’s focus is helping clients with financial planning, investment management and client services. David and his wife, Clare, have two children and live in Cleveland, Ohio. He is an avid Cleveland sports fan and enjoys playing golf and the guitar.

Marquis understands the necessity of discipline and great communication skills to help clients navigate their financial journeys with confidence. He focuses on providing personalized strategies that protect what matters most, while creating a comprehensive plan to build a lasting financial legacy and educating the next generation to be responsible stewards of wealth and values.

As a financial advisor with Wealth Enhancement, John assists clients with all aspects of their financial/investment situations. As a fiduciary, his duty to his prospects and clients is to be a sounding board for their questions and concerns, while developing intelligent solutions to pave the way toward their financial goals. 

Prior to joining Wealth Enhancement, Tyler spent three years with Marcum Wealth where he began his career as part of the internship program before transitioning into his full-time role as a financial advisor. Adhering to the highest fiduciary standards, Tyler is passionate about eliminating client fears through comprehensive financial planning and investment management. 

With 8 years in the financial services industry, Mason serves as a financial advisor with the Moore team at Wealth Enhancement. He grew up on his family’s farm in a small town where he learned the importance of honesty, hard work and teamwork.