Emily has more than 23 years of experience in the financial services industry and has been practicing as an advisor since 2010 with a focus on developing long-term, personal relationships with her clients. She works closely with individuals and families facing life transitions with a specific focus on financial and retirement income planning. Emily grew up in Charlotte and is a graduate of Charlotte Country Day School.
Edwina has a strong background in retirement and values-based financial planning. She has a passion for helping people understand what they truly value in their lives and how their values are intimately connected to their goals. She enjoys helping people understand how they are positioned financially with respect to important life goals, such as retirement and estate planning. Helping families, especially during life's unplanned transitions, is something Edwina takes great pride in.
Pam joined Wealth Enhancement Group in 2011 and seeks to provide every client of the Boland team with an excellent experience. She draws on her extensive knowledge of long-term care insurance to serve as a key member of the Roundtable™ team. When she isn’t working, she loves to spend time with her husband Jake and their three children Lucas, Aubrey and Emma.
Levi brings a strong background in client service to his role as an associate financial advisor. He uses his interpersonal and client relationship skills to assist the financial advisors at Wealth Enhancement Group as they work with their clients to develop appropriate financial and wealth management strategies.
Levi and his wife live in Norwood Young America, Minnesota. In his free time, he enjoys camping, fishing and basketball.
Patrick has over two decades of financial experience in helping Fortune 500 clients meet their long-term retirement goals and financial objectives. He started at John Hancock as an insurance agent helping people understand the importance of long-term care insurance. Mentored by an industry veteran led him to a more holistic approach to financial planning.
David brings over three decades of experience in the financial services industry to his role as Senior Vice President, Financial Advisor. He joined Wealth Enhancement Group through the 2016 merger with HHG & Company. David is an multi-winner (2018-2023) of the “FIVE STAR Wealth Manager” award.* David is a member of the Pennsylvania Bar and is admitted to practice before the U.S. District Court, U.S. Tax Court and the IRS.
