Lori brings over 15 years of experience in financial services and significant professional training with multiple financial certifications to her current position as a financial advisor with Wealth Enhancement. Lori shares her experience with clients on all aspects of financial planning, tax planning and estate planning.
With over 20 years of experience, Michael began his career at Morgan Stanley and later became the first employee at Aurum Wealth Management, going on to become the firm’s chief investment officer, followed by his position as chief investment officer at Marcum Wealth. In his current position as a financial advisor with Wealth Enhancement, Michael thrives on helping clients meet their financial planning and investment needs.
Michelle has over 20 years of experience in the financial services industry. She enjoys establishing long-term, personal relationships with her clients and their families. Her goal is to be sure their financial plan adequately addresses not only their needs and concerns but also their wishes and desires. She serves on the board of directors of the Boys & Girls Club of York County, the York County Community Foundation, and Adult Enrichment Centers.
With three decades of experience in the financial industry, Kos leverages his knowledge and substantial experience to provide financial planning and wealth management services to a wide range of clients. In his current position as a financial advisor with Wealth Enhancement Group, he helps his clients pursue their financial goals through close communication and consultation.
Steve’s financial advisory career has spanned over 20 years. In his current position as a financial advisor with Wealth Enhancement Group, he provides clients with retirement planning, investment strategies and comprehensive financial planning. He also assists businesses with retirement plans, executive compensation, and succession planning.
Michael’s career path has taken him from auditing Fortune 500 energy companies to owning a highly successful chain of retail stores, and then building and growing his own wealth management company over the past 18 years. Immediately prior to joining Wealth Enhancement Group, Michael was the Founder and President of Fitzgerald Wealth Management, an advice driven, financial planning based firm focused on leading clients to financial independence and security.
As a certified public accountant and certified financial planner, Andrew is in a unique position to help his clients develop customized investment strategies in a tax-efficient manner. In his current position as a financial advisor with the Wealth Enhancement Group, he takes a holistic approach to financial planning with his clients, reviewing everything from education planning to investment strategies, retirement and estate planning.
Merlyne joined Wealth Enhancement Group as part of the 2018 partnership with OneSource Retirement Advisors. As a Senior Tax Advisor, she researches investment planning issues with a strong focus on retirement planning. Merlyne is currently working toward a Certified Financial Planner™ Professional certificate. Her background includes income tax preparation and planning. Merlyne lives in Malvern, PA with her husband Mike and sons Calvin and Chris. She has a Saint Bernard named Ku’uipo.
As a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional, Ryan brings an extensive tax and retirement income planning background to Wealth Enhancement Group. He helps lead the Tax Strategies group of our Roundtable team of specialists and is a frequent guest on our weekly “Your Money” radio program.
As a financial advisor with Wealth Enhancement, Wes delivers insights from more than 20 years of financial services experience and a commitment to helping people plan for their financial goals. He focuses on assisting clients to develop and execute personalized financial strategies both pre-retirement and for retirement income planning.
