Kelly Windorski - Chief Financial Officer, Wealth Enhancement Group | Contact Information, Email Address, Phone Number, Budgets and Responsibilities

In 1997, four advisors with a shared belief in the need for better financial advice founded a firm that would provide comprehensive guidance in one place. Their Roundtable team of specialists and advisors focuses on six core areas of wealth management. Their goal is to simplify financial lives and enable clients to make confident decisions by offering an organized and comprehensive approach through their UniFi process.