Jordan has been serving clients in the financial services industry since 2015. He uses his passion for financial planning and the client experience to form strong connections. Prior to joining Wealth Enhancement Group in 2023, Jordan fulfilled multiple roles with Charles Schwab and Northwestern Mutual. He obtained the Certified Financial Planner Professional designation in 2018 and Chartered Financial Consultant designation in 2020.
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.
Jonathan earned an Economics degree from the University of Maryland, College Park, and embarked on a fulfilling career in the financial services industry, beginning with the trading desk at a large online broker. Since then, he has enjoyed steady progress and success. He joined the Lighthouse team in 2017, which later became part of Wealth Enhancement.
Rick began his career as a CPA with Coopers & Lybrand and then served as the Chief Financial Officer with Rosenberg Real Estate Equity Funds (RREEF). In 2006, he established Lifetime Legacy Services, a boutique financial services firm specializing in real estate, concentrated wealth strategies and legacy planning.
As a financial advisor with Wealth Enhancement, John assists clients with all aspects of their financial/investment situations. As a fiduciary, his duty to his prospects and clients is to be a sounding board for their questions and concerns, while developing intelligent solutions to pave the way toward their financial goals.
With over 20 years of experience in financial services with Marcum Wealth — and now, in his current position as a financial advisor with Wealth Enhancement, Michael provides financial planning and investment management services for his clients.
In his free time, Michael is involved with the local Boy Scout Troop in Brunswick, Ohio.
For over 20 years, Greg has helped families work toward financial success by helping them grow their assets and plan for their future with a constant focus on the impact of taxes. As a financial advisor with Wealth Enhancement, Greg specializes in estate planning, asset management, taxes, charitable objectives and business planning. Trusted advisors bring their clients to Greg for his planning approach in implementing insurance to accomplish specific goals for high-net-worth clients all around the country.
Andrew began his career in financial services at JPMorgan Chase in 2017. As a banker, he worked closely with individuals, families and business owners to support their everyday banking needs — offering personalized guidance and building strong, lasting relationships along the way. In 2023, he joined Steven Brett’s team at Marcum Wealth, continuing in a client service capacity before being promoted to Associate Financial Advisor on the Aurum Brett team at Wealth Enhancement.
Steve joined Wealth Enhancement Group as a financial advisor after a successful tenure as a leader at Marcum Wealth and Marcum Financial Services. His financial services background has been shaped by the challenges gained from working several years on the institutional trading desk at Goldman Sachs and Speer Leeds and Kellog. Steve focuses on helping clients achieve their financial goals by developing comprehensive financial plans and integrating essential investment strategies.
