Houston, TX 18211 Katy Fwy Office

Michael Fitzgerald is a Certified Financial Planner® with 24 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021 following a long tenure at Equitable Advisors and Axa Advisors. Outside of his advisory role, he operates several home-based business entities primarily for tax and investment purposes. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, utilizing a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.

Yesenia Beltran is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. She has worked at several firms, including LPL Financial, PFS Investments Inc., and JP Morgan Chase Bank. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers, overseen by an internal Investment Committee.

Austin De Shane is a CFP® and CFA® credentialed financial advisor with 12 years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC and related entities since 2021, and previously at LPL Financial and Equitable Advisors. Based in Houston, TX, De Shane also holds roles involving insurance and annuity sales. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management overseen by an internal Investment Committee.

Joshua Lewis is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential. He has experience in the financial industry since 2020, including roles at Westwood Holdings Group and Ameriprise Financial Services. Prior to his advisory career, he worked at the University of Houston and Bellaire High School. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a network of advisors and employs a diversified investment approach blending passive and active managers, supported by an internal Investment Committee.

Robert Borden is a CFP®-credentialed financial advisor with 13 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Mariner Wealth Advisors, Mercer Global Advisors Inc., and several other firms. Outside of his advisory work, he holds an active real estate license and is a licensed real estate agent. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and utilizes a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Raquel Garza is a CFP® professional with 13 years of experience in the financial services industry. She is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at LPL Financial and Equitable Advisors. Garza is based in Houston, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by internal research and an Investment Committee.