Brendan is originally from the East Coast but made his way to Colorado to attend the University of Denver where he received a BSBA in Finance and Marketing. Upon graduating, Brendan spent over 5 years working at TIAA gaining a deeper understanding of the complexities that individuals and families experience with managing their wealth.

Stacy has been part of the financial services industry since 2006. She previously served as a corporate accountant and as a controller for various businesses ranging from manufacturing to real estate. With such a broad background, Stacy brings a wealth of experience to her current position as a financial advisor with Wealth Enhancement.

David, a veteran Marine, is an experienced financial advisor with over seven years of experience providing clients with personalized assistance with retirement planning, estate planning, portfolio management, tax strategies and overall expert guidance in managing their finances. Prior to joining Wealth Enhancement as a financial advisor,, David served as an advisor at Wells Fargo and Merrill Lynch.

Neva has over 10 years’ of experience working with pre-retirees in the development and implementation of their company pension, 401(k), Deferred Compensation, HSAs, and FSA plans. As a financial advisor with Wealth Enhancement, she works with individuals and families to manage and grow their wealth to help them achieve their financial goals leading up to and after retirement.

Logan brings experience from top firms in the industry, having previously worked at Merrill Lynch on the advisory side and as a financial advisor consultant at Nuveen, to his current position as a financial advisor at Wealth Enhancement. With a blend of advisory and institutional experience, he has a deep understanding of both investment strategy and client-centric planning. Logan partners with individuals and families to build, manage and protect their wealth.

As a financial advisor with a passion for helping clients align their money with what matters most to them, Kevin brings a holistic, planning first approach to wealth management grounded in the belief that a clear financial plan is the foundation for a more balanced and fulfilling life.

Sam has worked with Tammy, Brian, and the Legacy team for almost ten years. He worked at JPMorgan Chase for several years as a credit underwriter before joining the team. In his previous role as an Investment Consultant, Sam specialized in investment research, asset allocation, and financial plan creation. As an advisor, Sam will maintain the function of investment analyst as well as perform his advisor duties.

Robert began his career in the financial industry in May 2021 as a client service and operations associate at Washington Wealth Advisors. He quickly rose through the ranks to a financial planning associate. Robert is currently working toward a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designation. He brings an attention to detail, personable approach to clients and use of technology to create efficiencies to his role at Wealth Enhancement Group.