For Damien, maintaining the highest level of professionalism and integrity with clients is paramount. He has helped clients prioritize, organize, and simplify their financial matters and has experience in investment, retirement, estate and insurance planning.

Over the course of his career in the financial industry, Dan Cotton strives to earn the trust of Wealth Managers and clients through his integrity, wisdom and leadership. Dan shows a genuine interest in helping individuals comprehend, evaluate and implement financial strategies to those he serves. The real benefit of working with Dan is the confidence, comfort and clarity of purpose he strives to provide to his clients and teammates.

Jack has over 27 years of financial industry experience. He began his career in corporate finance as a Financial Analyst then worked in institutional investment management serving as an Equity Analyst and Portfolio Manager for healthcare sector-focused mutual funds and long-short equity funds.

Victor began his career as an accountant at Ernst & Young. He later joined Leon L. Levy and Associates, serving primarily as a life, long term disability and long term care insurance planning advisor. Then, from this role, he developed the Levy Wealth Management Group with a focus on comprehensive wealth management.

With almost three decades of experience in the wealth management industry, Vince's depth of expertise helps give confidence and clarity to his clients. Vince specializes in working with individuals interested in retirement and post-retirement distribution planning needs. He takes into account not only the accumulation of funds, but also distribution options along with estate planning ramifications.

Gene focuses in asset wealth management and adheres to a conservative investment style, basing diversification and asset allocation on the desires and goals of each individual. Was born and raised in New York, where he earned a degree in economics from Columbia University in 1984. Prior to his career in the financial services industry, Gene spent ten years playing Major League Baseball.

For more than 30 years, Tammy has served the needs of individuals and families seeking comprehensive financial plans and strategies and personalized asset management strategies. Tammy joined Wealth Enhancement Group in 2023 through the Legacy Financial Planning acquisition. Legacy Financial Planning was founded by Tammy along with her partner, Brian Bedford, while at MetLife.

Steven brings 15 years of experience in the financial industry, including roles in commercial banking, insurance, and tax preparation prior to taking on investment management responsibilities in 2012. As Chief Investment Officer of The Financial Advisor Group, he led the firm's investment research, asset allocation, and trading activities before bringing his skills to Wealth Enhancement Group in 2024.

Rachel serves clients as a financial planner, starting with The Financial Advisory Group as an intern while still a student. In addition to working with the financial planning team, Rachel also specializes in education planning and helps to create and maintain client’s 529 Plans. She joined the Wealth Enhancement Group family alongside her colleagues in 2024.

Juan Martinez brings over 10 years of experience as a tax professional working with individuals, families, and closely held businesses. He served as the Chief Compliance Officer and Tax Director with the Financial Advisory Group before joining Wealth Enhancement Group in 2024. Prior to that, he served as a technology professional for several years.