Enri Santee is a personal investment advisor who helps individuals and families plan for the future around the lives they want to lead. Drawing on his experience serving in the Air Force and working through the 2008 financial crisis, Enri offers a perspective shaped by both the financial industry and everyday working life. He also works as an operating engineer, an experience that informs his practical, relatable approach.

Rather than promote trendy financial products, Enri begins with clients’ goals and helps identify tools suited to their plans and circumstances. His services include financial planning and investment account advisory services, offered through Portfolio Medics. Clients can expect straightforward conversations, plans designed to fit real-life needs, and a collaborative relationship focused on their long-term aspirations.

People interested in working with Enri can schedule a complimentary introductory meeting or free consultation. For inquiries, he can be reached by phone at 907-947-6552 or by email at [email protected].