Charlie has been in the financial services business for over 30 years. From 1991 to 2020, he served as president of the Portin Hoffmann Financial Group and later, as a partner with Marcum Wealth. From his early days as an analyst in the pharmaceutical industry to his current role as a financial advisor with Wealth Enhancement, Charlie helps his clients effectively manage and invest their money to achieve their long-term goals.
With over 25 years of experience in the financial services industry, Brian has largely focused his practice in the employee benefits space, helping employers and employees to pursue their financial objectives in a sustainable, cost-efficient manner. In addition to his focus on employee benefits, Brian also has a background in asset management, emphasizing the importance of asset and tax diversification through tax-deferred and tax-favorable investment products plus the use of lifetime streams of income.
Matthew brings over 30 years of experience in portfolio management to his current position as a financial advisor with Wealth Enhancement Group. He previously held positions with Merrill Lynch, Wells Fargo Advisors and Raymond James, before serving as the Founder and Managing Director of XO Wealth Management as a discretionary manager. Matthew uses a "top-down" approach using technical analysis to formulate appropriate asset allocation strategies for his clients with an emphasis on risk management.
Originally from Ohio, John moved to North Carolina to attend Wake Forest University. Upon graduation he joined Merrill Lynch as an account executive - subsequently moving on to Robinson Humphrey. After several years at RH John formed his own independent advisory company. In 2022 John merged his firm into the Wealth Enhancement Group, an 88-billion-dollar investment advisory firm which increased the scale and resources of his practice.
With more than 20 years of experience in retirement planning, investment consulting, and futures trading, Sean specializes in helping businesses understand how qualified retirement plans work and what options will best meet their specific needs. He also creates and conducts employee education and fiduciary review meetings for businesses. In addition, Sean performs investment reviews for retirement plan sponsors, as well as for individual clients.
Kara brings 18 years of experience in the wealth management world to her current position as a financial advisor with the Stike Team at the Wealth Enhancement Group. She previously held positions with RBC Wealth Management and LPL Financial. With her extensive knowledge and experience in wealth management, Kara specializes in retirement planning, employer-sponsored retirement plans, insurance solutions, charitable giving, advanced investment strategies and estate planning strategies.
As a financial advisor with Wealth Enhancement, Max takes a holistic approach to financial planning and has dedicated his career to providing strategies that can help his clients achieve financial independence and enjoy retirement to the fullest. Max has wide experience working with teams of advisors in the financial services industry, most recently with the Householder Group Estate and Retirement Specialists.
Ryan is dedicated to practicing the Golden Rule in all aspects of his life. Whether providing strategic guidance to help his clients achieve their financial goals or serving the underprivileged in Athens and its surrounding areas, Ryan consistently strives to bring truth and transparency to those he serves. With over two decades of industry experience, he understands that clients are often their own best assets.
Bill has more than 25 years of experience managing employer-sponsored retirement plans and individual retirement assets. He is responsible for maintaining a high-level of service for 401(k) and 403(b) clients, as well as nurturing the growth and development of this area. Beyond these specialties, his experience includes plan design consulting, administration, employee education and investment management. He was named a FIVE STAR Wealth Manager (2020-2022)*.
Alex joined Wealth Enhancement Group after working for Hightower Advisors as a Private Wealth Advisor. Prior to Hightower, Alex worked as a Mortgage Loan Originator at EverBank, as well as a Sales Associate at CNL Securities. Throughout his career, Alex has worked closely with high-net-worth families, individuals, and business owners to create tax smart investing and advanced planning strategies.
