Joel launched his career in the financial services industry in 2014. As a Financial Advisor, Joel believes in empowering clients to feel in control of their financial futures. He tailors his advice for each client with creative financial planning and expertise that will help them achieve their long-term personal and financial goals. Married with a young son, Joel enjoys cooking, playing basketball and, more recently, pickleball in his free time.
David began his career in 2009 after graduating with B.A. degree in Economics from the University of California, Los Angeles. He previously served as a Senior Wealth Advisor at Equius Partners before joining Wealth Enhancement Group in 2023, where he continues to help clients reach their financial goals. When not spending time with his clients, David serves as the Secretary and Treasurer of the Howell Conservation Fund, a 501(c)(3) non-profit based in Atlanta, Georgia.
Bobby specializes in comprehensive financial planning for individuals and families, and provides business owners guidance on the design, evaluation and management of qualified retirement plans. His objective is to help clients simplify all aspects of their financial life, ensuring they are prepared for life’s planned and unplanned events. He is a recipient of the FIVE STAR Wealth Manager (2019-2023)*. Outside of work, Bobby is an avid concertgoer and enjoys spending time with family and friends.
Tiffany began her financial services career in August 2005 as an advisor for Merrill Edge. She then transitioned to a client service role at Merrill Lynch, and then to financial planner, financial planning manager and advisor for Retirement Strategies, Inc. Tiffany joined Wealth Enhancement Group through the 2018 partnership with Retirement Strategies.
It was 1993 when Derek commenced his long journey within the financial sector. Almost three decades later, he joined Wealth Enhancement Group in 2022 through the Titus Management acquisition. Over the course of his career, Derek has provided fee-based investment advisory services, traditional brokerage services, in-house market research, as well as management of individual, trust, retirement/qualified, and nonprofit accounts.
As an advisor with over 40 years of experience, Perry has witnessed a multitude of market conditions and dynamics. The knowledge he has gained throughout the years is invaluable as he seeks to guide his clients through the abundance of investment information in the marketplace. Perry’s journey in the financial sector started in 1981 and he joined Wealth Enhancement Group in 2022 through the Scroggins Wealth Management acquisition.
