Broker Check

Our Team



Jake Sanders, CFP®

Wealth Advisor

678-739-0175

678-739-0184

[email protected]lthep.com

Joining the team in 2018, Jake brings experience as a Certified Financial PlannerTM. Jake graduated from University of Georgia in 2004, and promptly married his wife, Tally. After a brief career in product sales, he realized his true...

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Susanna Murray

Director of Client Relationships

770-386-7007

770-386-7016

[email protected]

Susanna Murray is the managing associate for the Cartersville branch of Wealth Enhancement and Preservation. Susanna was instrumental in leading the Cartersville team through the 2018 acquisition of Compass Financial Partners by WEP....
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Vicky Buchanan

Director of Client Services

770-386-7007

770-386-7016

[email protected]

Vicky Buchanan has been assisting clients with their financial needs since beginning her journey with Compass Financial Partners in 2014. She was instrumental in successfully transitioning clients to Wealth Enhancement and Preservation...

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Angela Evans

Director of Client Services

770-386-7007

770-386-7016

[email protected]

Angela Evans joined Wealth Enhancement and Preservation in February 2019 to support new business development and client services after concluding a 25-year career in higher education administration. Previously, Angela served as a...

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