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.

A Certified Public Accountant (CPA) with more than two decades of accounting experience, Alan is a seasoned financial sector veteran.

As you would expect, given the length and quality of his career thus far, Alan’s expertise is as broad as it is impressive. His specialties include: