With over 28 years in the financial industry, I have an extensive background in corporate finance, institutional investment management, and wealth management. I began my career as a financial analyst, then served as an equity analyst and portfolio manager for healthcare-focused funds. Before transitioning to wealth management in 2012, I was an investment consultant for a large public pension fund and co-founded a cloud-based software company. I joined Wealth Enhancement Group in 2022, specializing in portfolio management, asset allocation, and security selection. I am passionate about helping clients achieve their financial goals through personalized financial plans and guidance on invest