Craig is a Senior Vice President for Wealth Enhancement Group and has over 29 years of experience in wealth management. Known for building strong, long-term relationships with his clients, he works to improve his clients lives by seeking to provide them with the best possible financial advice. This is accomplished through focus on Behavioral Wealth Management™, which is the integration of traditional wealth management, investment management, with the science of human behavior.
Rodney is passionate about fostering a supportive, family environment. He joined Wealth Enhancement Group in 2023 through the Retirement Advisory Group acquisition. From hands-on guidance to regular events and communication, Rodney has built a wealth management approach designed to ensure each of our clients receives the service they deserve throughout their lives.
Joe brings 20+ years of experience in insurance planning to his current position as Director of Insurance at Wealth Enhancement. Previously, he served as a regional vice president in insurance brokerage sales, helping advisors identify and offer life, disability and long-term care insurance to clients. Joe believes a successful financial plan is built on a strong foundation of protection through life, disability and long-term care insurance planning.
Brad started his career as a CPA and auditor, but his desire for knowledge soon led him deep into the investment and insurance fields. Over the course of his career, Brad has held many positions, including being the owner or partner in various insurance agencies and financial advisory firms.
Brent has been advising Wealth Enhancement Group clients since 2007. As a believer in the power of teamwork, Brent often leverages the vast knowledge and resources of Wealth Enhancement Group to provide great service and smart strategies to his clients. Specializing in values-driven planning and retirement income planning, he takes pride in his ability to listen and help clients pursue their life goals through comprehensive financial planning. A St.
A thirst for knowledge and dedication to his profession is what marked Peter’s first decade in the financial sector. Peter’s talent and work ethic have seen him rise from a Client Service Associate at a boutique wealth management firm, to the role of Associate Financial Advisor and most recently Vice President, Financial Advisor at Wealth Enhancement Group.
Bernie is a Certified Financial Planner (CFP) professional who has helped hundreds of clients, and their families prepare for retirement, college, income tax reduction and estate planning. One of the most rewarding parts of his 40-year career has been watching clients' children and grandchildren grow up and use their 529 college savings accounts for higher education, accounts that were set up when they were born.
For Damien, maintaining the highest level of professionalism and integrity with clients is paramount. He has helped clients prioritize, organize, and simplify their financial matters and has experience in investment, retirement, estate and insurance planning.
Over the course of his career in the financial industry, Dan Cotton strives to earn the trust of Wealth Managers and clients through his integrity, wisdom and leadership. Dan shows a genuine interest in helping individuals comprehend, evaluate and implement financial strategies to those he serves. The real benefit of working with Dan is the confidence, comfort and clarity of purpose he strives to provide to his clients and teammates.
Brian Bedford has over 20 years of financial services industry experience. He specializes in leading clients to and through retirement, assisting individuals and couples with the management, preservation and transfer of their wealth. For more than 20 years Brian has worked with clients to assess their needs and goals, develop comprehensive financial plans and implement and review their plans on a regular basis. Brian joined Wealth Enhancement Group in 2023 through the Legacy Financial Planning acquisition.
