David leads the Investment Group and serves as the Investment Strategist for the Hoover-Braun Team. He has served as portfolio manager for various institutional, family office, and hedge fund clients. In his 25-year career, David has managed portfolios and trading strategies over several major economic cycles with a constantly evolving factor set driving market performance.
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.
Justin began his career at Selway Asset Management in 2000 as an intern and became a partner in 2012.
With over 25 years in the investment advisory industry, Danielle brings comprehensive knowledge to her current position as a financial advisor with Wealth Enhancement. She uses a customized, client-centric approach to portfolio management, securities research, trading, client service, operations and compliance.
A long-time resident of Boise, Idaho, Danielle enjoys spending time with family and friends, reading, mountain biking and crocheting.
Brian began his career in retail banking in 2010. Over the years, he has held various roles as a VP Financial Advisor, investment officer, investment solutions representative, regional sales director — and his current position as a financial advisor with the Cardan Team at Wealth Enhancement. His deep expertise in investment analytics, holistic portfolio reviews, financial planning, retirement planning and cash flow analysis allows him to provide valuable insights and guidance to his clients.
Jimmy has over 15 years of experience working in the wealth management and advisory industry as a financial analyst and financial planner. He holds both the CFA® and CFP® designations, as a sign of commitment to delivering the highest standard of service in both investment management and financial planning.
David has had a diverse and international career, spanning education, technology, banking and wealth management. He has been involved in wealth management since 2017, with a focus on investment management for clients. David holds the Chartered Financial Analyst® designation and is a member of the CFA Colorado Society. He received a master’s in finance from IE Business School in Madrid, Spain.
Matt has been advising corporate executives, entrepreneurs, and high-net-worth families for more than 25 years. He has a lifelong interest in the global financial markets and economy, developing a broad and deep understanding of the myriad factors that drive investment performance. Matt also focuses on managing the team’s model portfolios and creating custom asset allocation strategies for our clients.
Gary joined Wealth Enhancement in 2021 through the Carroll Financial acquisition. He enjoys building relationships with clients and partnering to achieve their financial goals. In his work, he focuses on developing thorough financial plans to simplify clients lives while maximizing resources through ongoing investment strategies. Gary is a proud native of Charlotte and resides in the South Park area with his wife, Sarah, son, Jackson, and Labrador, Ridge.
