Chief Financial Officer

Sr. Vice President / Financial Advisor

Consolidation wave sweeps through Rochester’s wealth management sector

Your Money: Financial stress can lead to avoidance, survey says

Wealth Enhancement Buying $150 Million Firm Dempsey Investment

Wealth Enhancement Acquiring $164+ Million Firm Manwaring

Prospect Acquisition Associate

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of its clients. The Prospect Acquisition Associate is primarily responsible for confirming and qualifying prospective clients, scheduling appointments with financial advisors, and facilitating a positive onboarding experience.

Prospect Acquisition Associate (Remote)

New Client Acquisition Specialist

RVP - New Client Development 

New Client Acquisition Specialist 

RVP - New Client Development

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