Lane joined Wealth Enhancement through 2016 partnership with HHG & Company. Before joining the financial services industry, she worked as an attorney, litigating high net worth dissolution and child custody matters. She frequently draws on her legal experience to advise her current clients. Lane frequently authors articles and speaks at local and national events regarding financial planning.
Since 2018, Jordan held key roles at Trident Trust where he led teams to ensure compliance with complex regulatory requirements. Jordan is a seasoned fiduciary expert with extensive experience in trust and estate management. In 2025, He joined Wealth Enhancement as the chief fiduciary officer where he oversees legal compliance, operational risk management and strategic growth initiatives, while working with clients and stakeholders to design customized fiduciary solutions.
Michele has been serving clients with Wealth Enhancement Group for more than two decades. Her specialty is comprehensive retirement and financial planning, along with estate planning review. She has extensive experience in tax strategies, investments and income generation. She understands that the economic climate and current events affect our day-to-day markets and that implementing and maintaining proper planning is essential to good financial health.
With a career that spans financial services, law and international affairs, Sarah brings deep knowledge to the firm. She has been integral to shaping financial strength for individuals and families by providing comprehensive, customized financial advice and investment strategies designed to grow and preserve wealth. Sarah has worked as a wealth management advisor for more than a decade. Prior to that, she was a practicing family law attorney.
Pat brings 25 years of experience in the securities industry to his clients on a daily basis. Before coming to Wealth Enhancement Group, he worked as the chief executive officer of a mutual fund company, and he owned and operated a Registered Investment Advisory firm. Pat provides customized financial planning services for his clients combined with a values-driven and consistent approach to money management.
Clay, a 2024 university graduate, has joined the Stike Team at the Wealth Enhancement Group as its enthusiastic, new financial advisor.
Outside the office, he loves playing basketball, being outdoors and keeping up with his favorite sports.
The banking industry is where Tom first rose to prominence as an innovative and creative presence at high-profile institutions. He established and managed a bank trust department before making the transition into wealth management.
Lorie is an investment professional with over 30 years in the financial services industry. In her role as Operations Director, Lorie oversees all things operations, management, compliance, and client services. She enjoys working directly with clients, getting to know them on an individual basis and providing them with a personalized service and experience that exceeds expectations. She is also a Notary Public. Lorie joined Wealth Enhancement Group in 2021 through The Gensler Group acquisition.
