Tarah has worked in the financial services industry since 2013, joining Wealth Enhancement Group in 2023. With her robust background in financial statement audit, tax and financial reporting, Tarah has a knack for financial analysis and a commitment to client success. She is dedicated to empowering her clients to make informed financial decisions. 

Steve spent nearly a decade working as an engineer before pursuing his passion for helping people meet their financial goals. In 1993, he founded an independent advisory firm with a client-first approach to financial planning before joining forces with Atlas Financial. As a member of the National Association of Financial Planners (NAPFA), Steve advocates for ethical financial planning practices and supports the development of aspiring advisors, serving as Chair of the National Board from 2018-2019.

Brad has been working since 2014 to help clients achieve their financial goals through comprehensive financial planning and investment advice. In his role as a Financial Advisor, Brad leverages the financial plans that he and his clients create together to ensure that the advice and recommendations he gives them are specifically tailored and customized to the individual situation. Ultimately this enables his clients to pursue their unique goals, simplify their lives, and enjoy financial freedom.

Kevin joined Wealth Enhancement Group in 2013 through a strategic merger with his firm, Summit Wealth Advisors. This move allowed him to enhance the resources and services available to his clients, ensuring that those who entrust him and his team receive unparalleled support in their financial journeys. As a seasoned financial advisor with over 30 years of industry experience, Kevin is known for his comprehensive approach to wealth management.

Amanda is based in Menomonee Falls, she is a dedicated financial planner with over a decade of experience in the industry, having earned her CFP, ChFC, and CLU designations. Her passion for helping families navigate their financial futures drives her work. She lives with her husband and their three children—two daughters and a son—who keep their lives vibrant and full of joy. Alongside them are their two Maltipoo dogs, who are beloved members of their family.

As the leader of the team, Dustin works to create, monitor and adjust comprehensive wealth management plans for all his clients nationwide. He has extensive expertise in financial planning and was an adjunct professor for many years, teaching CFP courses. Dustin shares his valuable knowledge and experience as a regular guest on the WCCO morning show and was recently quoted in Forbes and Bloomberg.

Bryan serves as a financial advisor with Wealth Enhancement, where he focuses on helping his clients with personalized strategies to reach their goals—whether it’s preparing for retirement, saving for college tuition, starting a new business, or saving for a big bucket list trip. He began his career in financial services in 2000 with American Express Financial Advisors and later joined Ameriprise Financial Advisors. 

Will has more than 30 years of business and personal financial services experience running companies in both the private and public sectors. Over that time, Will has worked with business owners, entrepreneurs, and private equity to help manage and build client wealth. He did this while growing and merging several of his own companies along the way.

David brings 20 years of a diverse accounting and financial services background to the team. As a fiduciary investment advisor and holistic wealth manager, he specializes in helping clients create long-term tax efficient retirement income distribution plans.

Since starting his journey in the financial services industry in 1992, Scot has been fully dedicated to helping clients work toward their financial objectives by developing investment plans around their long-term goals and risk tolerance. His extensive experience in various types of markets and economies enables Scot to help clients structure balanced portfolios to address specific financial goals and needs.