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 a career that spans financial services, law and international affairs, Sarah brings deep knowledge to the firm. She has been integral to shaping financial strength for individuals and families by providing comprehensive, customized financial advice and investment strategies designed to grow and preserve wealth. Sarah has worked as a wealth management advisor for more than a decade. Prior to that, she was a practicing family law attorney.
Emma has been a financial professional for over 20 years and has a background in banking, investments, asset management and financial planning. Emma attributes much of her success to a passion for helping clients develop and implement investment strategies, providing guidance, and serving clients through ongoing relationship management throughout various life stages.
As a financial advisor, Sarah guides clients in regard to financial planning, investment advisory services, and tax planning. She enjoys working closely with her clients to help them define and develop a plan for pursuing their financial goals. Her clients cover a broad spectrum of age and area of focus. She knows that entrusting an advisor with assets you’ve worked a lifetime to accumulate is a very big decision.
John brings 15 years of investment experience to his current position as a financial advisor with Wealth Enhancement Group. He offers a comprehensive approach to financial planning that ensures his clients feel confident, connected and in control of their financial life. He focuses on investment management, portfolio design, retirement planning, wealth preservation, protection planning, education planning and divorce financial planning.
cmassimo@wealthenhancement.com
Charles Massimo is a dedicated financial advisor with a profound passion for empowering women in transition, affluent individuals nearing retirement, and families impacted by autism. Drawing on years of expertise, Charles takes a deeply personal approach to wealth management, recognizing that financial planning is as much about understanding dreams and goals as it is about numbers.
As a financial advisor with Wealth Enhancement, Skyler develops comprehensive financial strategies for his individual and business clients that often include distribution plans for retirement, hands-on investment management strategies, tax planning, and business analysis, as well as estate and risk management strategies.
As a financial advisor with Wealth Enhancement, Stephanie focuses on developing and implementing tax strategies and estate planning techniques to reduce income and estate taxes for her clients. She leverages sophisticated investment strategies that enable her to focus on working toward capital preservation and multi-generational wealth transfer plans for her clients.
Steve Popper brings over 40 years of experience in the financial services industry, including previous roles with Paine Webber and Merrill Lynch. In his role as a financial advisor with Wealth Enhancement, Steve provides investment advisory services to fiduciaries of corporate retirement plans, affluent families and individuals.
