John’s passion is helping clients to simplify their financial lives. He began his career as an auditor and systems consultant for a national accounting firm, later joining BTR Capital Management in 1993 and serving as the firm’s President from 2008. Prior to his work with BTR Capital Management, John was a senior executive at a large privately held company, where he served in several capacities, including Chief Financial Officer and Trustee and Administrator of the company's employee benefit plans.

Pete has provided investment portfolio design and management services for individuals and small business owners for over 25 years. In his current role as a financial advisor with Wealth Enhancement, Pete uses his experience and unique perspective to take a hands-on, customized approach to helping his clients achieve their long-term financial goals for a safe and secure retirement. 

Ben has been in the financial services industry for over 20 years and has a background in investment finance, tax planning, strategic wealth management and values-based family planning. He is well educated about the topics high-net-worth individuals face and understands how to integrate family values with financial decisions. An avid outdoorsman, Ben enjoys backpacking, mountain biking and canoeing in his spare time.

Tim’s top priority as a financial advisor is to listen to his clients in order to fully understand their goals so that he can provide them with the best possible advice. As a CERTIFIED FINANCIAL PLANNER™ he is committed to maintaining the highest level of integrity, competency, ethics, and professionalism for his clients. Tim works with clients throughout the United States and has a practice concentrated in the Greater Philadelphia region.

Jimmy has over 15 years of experience working in the wealth management and advisory industry as a financial analyst and financial planner. He holds both the CFA® and CFP® designations, as a sign of commitment to delivering the highest standard of service in both investment management and financial planning.

Charles has over 10 years of experience in the financial planning industry. He has spent much of that time working within the medical and veterinary communities, helping MDs and DVMs to understand the fundamentals of building a well-rounded portfolio and navigate all aspects of retirement planning. He has had the privilege of speaking with VBMA chapters across the country and serves as Treasurer and a board member for the Wisconsin Veterinary Medical Foundation.

Ken’s strong technical background includes experience at PricewaterhouseCoopers. His 30+ years at Wealth Enhancement Group began in the Planning Department. He then founded the St. Cloud, Minnesota office in 2003, and he was an original member of the “Roundtable”. His expertise lies in his ability to assess a client’s detailed financial picture and identify critical issues that must be addressed to meet the client’s desired goals.

Jay began his career with Price Waterhouse in New York, working as an auditor while earning his MBA in both accounting and finance and earning his CPA license. As a fluent speaker of German and French, Jay transferred to Zurich, Switzerland where he worked on a due diligence assignment assessing the value of a small investment management practice. This experience led to Jay’s interest in a career in investing. He moved back to New York and, in 1999, became a manager of high-net-worth portfolios at U.S. Trust.

Nate brings nearly 15 years of financial planning expertise to the firm, most recently as Chief Planning Officer for the Financial Advisory Group. There, he oversaw the financial planning team and the development of long-range strategic plans for clients, including cash flow, current financial position, retirement, insurance/benefits, and analysis of complex estate plans, as well as managing the bill pay services for family office clients.

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.