Joanna is a financial advisor with Wealth Enhancement and works with Eric Wulff to help families achieve their goals by developing a comprehensive financial plan, making critical strategic decisions and then integrating the appropriate investment strategies. She focuses on financial planning, business succession planning, asset allocation and portfolio construction.
Jeremy began his career in financial services almost 20 years ago. Before joining Wealth Enhancement, he worked as an advisor in the brokerage, RIA, and private bank spaces. As a financial advisor and financial planner, he focuses on the unique needs of executives, professionals, investors and business owners in solving their financial challenges to help them meet their long-term goals.
Laura got her first taste of the financial world while working as a bank teller in high school. As an undergrad, she delved deeper as an analyst intern at Smith Barney and then spent the first phase of her post-college career in the corporate world. Laura worked as an auditor for Arthur Andersen, while earning her MBA and CPA. Next, she held several financial executive positions for financial institutions in New York and Los Angeles.
Evan has over two decades of experience in the asset management/financial services space with top firms such as FS Investments, Inland, CNL, and Russell Investments.
Jose brings over 25 years of experience in the investment industry to Wealth Enhancement Group and his clients. He started his career working at two larger brokerage firms before opening his own firm, Starfox Financial Services, in 2006. He founded his firm with the belief that clients deserve full and undivided loyalty from a fiduciary advisory with their best interests in mind, not that of his own or his firm. Starfox Financial Services joined Wealth Enhancement in 2024.
Steve has been practicing wealth management since 2013. He spent many years focused on helping executives from the Biopharma Industry in Boston. He noticed that because of the industry’s fast pace and growing complexity, it is often difficult for professionals to properly plan for their personal goals.
Jennie joined Wealth Enhancement Group in 2009 and has more than 25+ years of experience in the financial services industry. She brings extensive knowledge of investments, tax strategies retirement planning and insurance. Jennie loves working with her clients to help them enjoy a successful retirement and guide them through economic ups and downs as well as create a legacy to align with their values. She takes pride in simplifying complex strategies and building relationships that foster mutual trust.
Debbie collaborates with her clients to establish wealth management strategies designed to achieve their financial goals. She is passionate about working with physicians, executives, and families to plan their financial journey and maximize their financial capacity. Debbie has developed skills in varied retirement plan structures, financial strategies, and tools—with a goal of optimizing the financial capacity for those in the health care community.
Tiffany has lived around the globe and brings her worldly life experiences to her everyday work. Having worked in the financial services industry since 2007, she learned the importance of understanding not only the big picture and details to fully implement plans, but also her clients' values and relationship with money.
