Phil is a seasoned financial professional. He began his career as a growth stock portfolio manager, later working as a corporate finance partner at Ernst & Young. He built Dynamic Funds Management (DFM) and in 2007 merged with TAM Asset Management which became Equius Partners. Phil joined Wealth Enhancement Group in 2023 through the Equius Partners acquisition. Phil has three children, Liz, Will, and Gussie, one son-in-law, Mike, and three grandchildren. He is a master swimmer and a retired sailor.

Brian leads the day-to-day implementation of the investment process of the AMR Team at Wealth Enhancement. He brings more than10 years of experience in corporate finance and investment management. His core competencies include top-down macroeconomic research, strategic asset allocation, bottom-up individual stock research, and ETF and mutual fund evaluation.

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.

Brooks has worked in the financial services industry since 2006, beginning his career as an analyst at New York investment bank SPP Capital Partners. He joined Fisher Investments in 2014, where he served clients as a member of the financial planning team, hosted national client programs, and ultimately worked with some of the firm’s largest institutional investors.

Samuel is an experienced investment professional specializing in investment and estate planning strategies. As a financial advisor with Wealth Enhancement, Samuel develops and implements tax strategies and estate planning techniques to reduce income and estate taxes for his clients. In addition, he leverages sophisticated investment strategies with a focus on capital preservation, customized income strategies, and multi-generational wealth preparation for his clients.

Bob founded Reby Advisors shortly after he graduated college. It was important for him to pursue his dreams and passion for personal finance by helping other people pursue financial stability. He is active in numerous professional organizations including The World Presidents’ Organization. Outside the office and the world of personal finance, he lives in Palm Beach Gardens, Florida with his wife, Mary. He is also an avid golfer and tennis player.

Paul has been providing clients with expertise in the financial service industry since 1986, specializing in portfolio management and design, comprehensive wealth management and income tax planning. In 2000, he co-founded Heacock & Jones Financial Services, Inc. with a focus on investment portfolio design and management for high-net-worth clients. Under Paul’s leadership, Heacock & Jones Financial Services joined forces with Wealth Enhancement Group in 2023.

Craig has many years of experience as a creative leader, both at world-renowned agencies like Edelman and FCB, working with brands such as Virgin America and Google, as well as working in-house with companies like Personal Capital/Empower. He has spearheaded several rebrand projects, including Personal Capital’s successful rebrand in 2019.