Steve spent nearly a decade working as an engineer before pursuing his passion for helping people meet their financial goals. In 1993, he founded an independent advisory firm with a client-first approach to financial planning before joining forces with Atlas Financial. As a member of the National Association of Financial Planners (NAPFA), Steve advocates for ethical financial planning practices and supports the development of aspiring advisors, serving as Chair of the National Board from 2018-2019.

Rengan, known as KK, followed his passion for mathematics and physical sciences to earn a PhD in Engineering. He started his career in the automotive industry where he worked his way from a small manufacturing team to becoming Managing Director and VP of Asia Pacific for Delphi and Global CEO for Estra Automotive Systems.

Thomas brings a decade’s worth of experience serving clients with investment research, portfolio construction, trading, financial planning, and business development. With the Financial Advisory Group, he was the Chief Investment Strategist, serving on its Investment Committee before joining Wealth Enhancement Group with the rest of his colleagues in 2024.

Prior to coming to Wealth Enhancement Group, Rick worked on CRM strategy for a multinational information technology company and worked on key customer usage and adoption for one of the nation’s leading CRM platforms. He currently leads the Information Technology department for Wealth Enhancement Group. Rick enjoys sailing in the warmer months and skiing in the winter. He is married with three sons.