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.
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.
Steve spent nearly a decade working as an engineer before pursuing his passion for helping people meet their financial goals. In 1993, he founded an independent advisory firm with a client-first approach to financial planning before joining forces with Atlas Financial. As a member of the National Association of Financial Planners (NAPFA), Steve advocates for ethical financial planning practices and supports the development of aspiring advisors, serving as Chair of the National Board from 2018-2019.
Steve focuses on providing comprehensive financial planning and investment management, oriented toward clients’ goals and aspirations. He is dedicated to serving as their trusted resource for any significant decisions that affect their financial lives. A long history of executive experience in private industry helps him understand the opportunities and challenges clients face, as well as the overlap between personal and professional finances.
The financial sector hasn’t always been Heidi’s professional home. Early in her career, she oversaw the weekly sale operations and distribution process for one of the largest grocery chains on the East Coast. Heidi also built the Merchant Services group for a large consumer credit provider and headed up the Service and Support group for a specialized technology provider in the advertising industry.
Larry’s extensive career in financial services has allowed him to witness monumental moments in the industry, including when the OPEC oil embargo caused the DOW to drop nearly in half and the monumental day when 10 million shares were first traded. He enjoys working with clients who are just beginning their careers, as well as high net worth individuals.
Zach holds a unique position in the firm as a financial advisor who’s extensively helped social media influencers, serving as the first line of defense for these entrepreneurs. He designs financial planning that helps shield them from the ups and downs of unstable cash flow. His favorite part of the job is getting to know each clients’ individual financial goals and helping them meet them, taking into account their unique risk of an abrupt termination.
With extensive experience and a focus on integrity and client accountability, Bob has over two decades of experience as a professional financial advisor. He began his advising career with American Express Financial Advisors in 1998 before going independent in 2005 with the goal of having more personal interaction with his clients and offering a fully independent, comprehensive strategy. Bob then founded Rock House Financial in 2007 before joining forces with Wealth Enhancement in 2024.
Chris has nearly 40 years of financial experience in public accounting, the chemical industry, and tax services. He served clients with the Financial Advisory Group for nearly 20 years, most recently as Senior Tax Advisor helping high-net-worth individuals with tax compliance and planning, as well as a specialty in formulating financial models for the purchase of medical practices. He joined Wealth Enhancement Group in 2024.
