With over three decades in the advisory and consulting industry, Bill enjoys helping professionals, businesses, and their families pursue their goals of financial independence and freedom. Prior to joining Wealth Enhancement in 2024, he worked with Starfox Financial for seven years. He was also with Merrill Lynch for nearly 13 years as a Senior Financial Advisor and Wealth Management Advisor before moving to Starfox Financial.
Ray’s experience in the financial services industry spans almost 40 years, including time spent as the head of equity trading at JP Morgan. During his career he developed a passion for the philanthropic space both personally and professionally. He enjoys helping clients incorporate charitable giving into their overall financial strategy and hopes to increase the impact of that giving, as well as engage other family members in the giving process.
Andrew is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Retirement Income Certified Professional® and Chartered Advisor in Philanthropy®, who has been with Wealth Enhancement Group since 2007. His love of learning and for helping others achieve clarity in their financial lives is evident within his approach to thoughtfully understanding each client’s individual goals, values and aspirations.
Kevin has over three decades of experience helping individuals and organizations reach their financial goals. He founded Peak Financial Services in 1995, specializing in retirement and estate planning for both business owners and individuals. He and the rest of his team joined Wealth Enhancement in 2024.
