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.
Zeke joined Wealth Enhancement Group in 2022 and has been in the financial services industry since 2014. As a CERTIFIED FINANCIAL PLANNER™ professional, Zeke uses the financial planning principles to help his clients with retirement, tax, estate, education and insurance planning based on their individual goals and concerns. During his free time, Zeke loves to travel, participate in Spartan obstacle course races, play tennis, and host board game nights with friends.
Adam got his start in the financial services industry in 2008 as an intern with Wealth Management Group. Adam joined Wealth Enhancement Group in 2023. His success as a financial planner is the result of his unwavering commitment to professionalism and personal service. He is dedicated to learning about his clients' personal goals and priorities and working with them to build a unique financial security plan that best fits their financial objectives.
Paul has truly lived the American Dream—beginning his career in financial services with no formal training and rising through the ranks to prestigious positions like CEO of BPU Investments. As an advisor at Wealth Enhancement, Paul uses his financial planning, investment management, and business skills to work with CEOs on retirement and succession plans and provides guidance on financial wellness. Paul is also a Certified Financial Planner (CFP®) and Certified Exit Planner (CEPA®).
John has been immersed in the wealth and estate planning community his entire career. He has a special interest in helping individuals and families develop an enduring legacy based on their own values through philanthropy. His involvement in the Philanthropic Advisor Leadership Institute, Children’s Healthcare Legacy Advisor Council and the Atlanta Estate Planning Council has strengthened his resolve. John was also a Five Star Wealth Manager Award Recipient (2017-2019, 2021-2023)*
Dennis is dedicated to personal financial planning and an expert at aligning financial concepts with the specific goals of his clients. He excels at simplifying intricate ideas and enabling individuals to confidently steer their financial decisions with clarity and trust. Previously at Altfest Personal Wealth Management and Facet Wealth, he planned strategies for high-net-worth clients. With a background in New York Life's consulting team and military service, he brings a wealth of experience.
Michelle has more than 30 years of experience in management, sales and marketing in the wealth management industry. Before joining the Wealth Enhancement Group as a financial advisor, she held positions with U.S. Trust, Washington Trust and Northwest Investment Counselors. She specializes in providing wealth management and investment consulting services to families, developing customized strategies for long-term wealth transfer.
Marti Awad has more than 30 years of experience working in the capital markets, first as a practicing tax attorney at one of the country’s top law firms and, for the past 24 years, as a private wealth advisor. Before that she worked in the tax consulting group of a national accounting firm. She joined Wealth Enhancement Group in 2021 through the merger of Cardan Capital Partners which she cofounded.
For the last decade, Andrew has dedicated his career to helping everyday investors understand the complexities of global markets and how they impact personal finances. Prior to joining the Wealth Enhancement Group with the Partner Programs, Andrew spent over six years with John Hancock Investment Management where he played a vital role in business development and managing key relationships across a wide range of strategic partners.
