Meet Our Team

Get to know our leaders

Our leadership team strives to equip our advisors with the tools and resources they need for comprehensive financial planning. This behind-the-scenes work allows our advisors to focus on what they do best: support our clients.

USA Today - Best Financial Advisory Firms 2025

Forbes - Top RIA Firms 2024

Barron's - Top Mega RIA Firms 2024

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the period of 9/30/24-9/30/25. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. Barron's: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24.

OUR APPROACH

Crafted with care, tailored with compassion

Our team will create a detailed, integrated financial plan fit for your lifestyle and goals.

 

About Wealth Enhancement

Wealth Enhancement offers integrated financial planning grounded in clear, detailed advice. With local offices around the country, your advisor is backed by a network of specialists who can support your financial needs, no matter how complex. This is because we also provide estate planning, tax services, investment management, insurance consultancy, and retirement income planning, as well as business consulting services. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and detailed planning. Our financial plans are crafted with care, tailored with compassion, and built to handle what life brings. 

What we value 

At Wealth Enhancement, our purpose is to work together to improve our clients’ lives by seeking to provide them with the best possible financial advice. These are the core principles that guide our processes and interactions with colleagues and clients. 

We strive to deliver the best possible service to our clients through thoughtful, meaningful actions.

We use straightforward language. Our communication is simple and direct.

We work together. We share perspectives and explore differing viewpoints to achieve the best possible outcomes.

We are committed to improving and enriching lives.

We are defined by doing what's right. Always.

We create a sense of belonging so that all colleagues and clients feel welcome and supported.

Let's craft your future, together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.

MEET WITH US