Wealth Enhancement & Preservation Team


Darrin S. Cohen, CFP® 
Founder and CEO
dcohen@wealthofga.com

Mr. Cohen founded Wealth Enhancement & Preservation in 2002.  He has a degree in Finance from Washington University in St. Louis and has earned the Certified Financial Planner® designation.

 

Amazingly, Mr. Cohen decided to become a Financial Planner while in junior high school, and even wrote the paper that became his long range business plan at that time.  His passion for assisting people in obtaining financial peace of mind has never waned.  Mr. Cohen has been extremely involved with the Financial Planning Association of Georgia, both as Treasurer and Partnerships Chairperson.  He serves on the Board for Homestretch and has been the President, Vice President, and Treasurer for HS a North Fulton non-profit that assists working homeless families.

 

Mr. Cohen enjoys playing tennis and golf, and traveling and sharing time and conversation with his incredible wife, Tonya.  Their sons, Noah and Connor love their sports, basketball, tennis, and anything else that involves a ball and competition!  Their daughters, Maya and Jenna love karate, gymnastics, singing and performing!

 


Thomas S. Martin, LUTCF

Director of Client Relationships

tsmartin@wealthofga.com

 

When Mr.Martin visited the New York Stock Exchange as a young man, he became captivated by the energy and significance of the market; and he immediately knew that this would be his life’s passion.

He now has over twenty years of experience working in financial services. He has helped hundreds of families achieve their goal of financial independence.

 

 

 

 


Armand P. Glassman, MBA, CFP®, CPA

 

Mr. Glassman started his career as an IT professional, helping businesses implement enterprise software. After stints with 2 public accounting firms and a software vendor, he founded an independent consulting practice. He has a degree in Computer Science from the University of Georgia and a Masters in Business Administration with a concentration in Finance and Accounting from Emory University. He is a Certified Public Accountant, and a Certified Financial Planner®.

Mr. Glassman pursued his long-standing desire to manage client investments by joining Wealth Enhancement & Preservation in 2009. He is a member of the Financial Planning Association of Georgia and the Georgia Society of CPAs. He enjoys playing tennis, golfing, and skiing and spending as much time as possible with his wife, sons, and friends.


Julie A. Baetz
Director of Operations
 
Julie has over 25 years of experience in the financial services industry.
 
Julie graduated from Western Michigan University with a bachelor’s degree in accounting, and minors in general business and computer science.  After graduation, Julie was employed by a large discount brokerage firm for over ten years, becoming branch manager of one of their local offices.

To spend more time with her family, Julie transitioned into smaller, independent financial planning firms, working mainly in the compliance and customer service areas.

She moved from Oxford, Michigan in 1999 and currently resides in the Cumming area with her husband and two children, where they enjoy spending time water-skiing on Lake Lanier.


Amanda N. Platt
Director of Events and Communications
aplatt@wealthofga.com
 
Amanda has worked in the Financial Planning industry for 8 years. She previously worked as the Client Communications and Events Coordinator for a wealth management firm similar to Wealth Enhancement & Preservation. 
 

Amanda graduated from the University of Alabama, where she received a B.A. in Communications with an emphasis in Public Relations.  Amanda enjoys spending time with her husband, Andrew & daughter, Evie Kate, family & friends, and watching Alabama Football.

 


Joy J. Li
Client Services Experience Manager

joyli@wealthofga.com

 

Joy Li joined the Wealth Enhancement & Preservation team at the beginning of 2017 as an intern while studying Financial Planning at the University of Georgia. She is currently studying for her Series 7 and Series 66 and hopes to learn and grow in the financial industry.

 

Joy has lived in Georiga since 2001 after moving from Delaware and China with her parents, grandparents and younger sister.

 


Danny F. Moore
Affiliated Wealth Advisor

dmoore@wealthofga.com

 

After graduating from Troy University with a double major in Economics and Business Management, Mr. Moore spent over 20 years with the IBM Corporation before moving over to the financial industry. He became involved with one of the leading REIT companies inthe country, specializing in 1031 tax free exchanges and real estate investments. he expanded his base to include all areas of the financial industry, and joined Wealth Enhancement & Preservation in 2012 where he enjoys helping his clients manage and understand their investments.

 

Mr. Moore is a private pilot and enjoys flying, golf, and spending with with family and friends.

 

 


Gabriel Gehret
Affiliated Wealth Advisor

gabe@gehretadvisors.com


Gabriel received his Bachelor’s in Business Administration from Stetson University and started in the financial planning industry in 1998. 

 

Gabriel has built his financial services practice on a foundation of high integrity, prudent capital market guidance, and thorough attention to all client needs. He currently works with high-net-worth individuals and business owners with their retirement plans, rollovers, college funding, and wealth accumulation--addressing all aspects of their financial needs.  Gabriel also specializes in assisting municipalities with their 403(b), 457(b) and defined benefit plans.

 


Jake Sanders

Affiliated Wealth Advisor

jake@encoreadvisors.com

 

Jake Sanders will be joining us as an experienced Financial Advisor. Jake, A CERTIFIED FINANCIAL PLANNERTM, graduated from University of Georgia in 2004, and promptly married his wife, Tally. After a brief career in product sales, he realized his true passion for building deep, trust-based relationships and helping people develop and attain their personal goals. He became a Financial Advisor in February 2009, and began to build his client relationships. Jake is excited about continuing to help clients pursue and achieve a work optional lifestyle alongside the Wealth Enhancement & Preservation team.

 

Jake, Tally and their three kids, have lived in Forsyth county for the last 10 years and have been active members of Perimeter Church in Johns Creek for 12 years.