Kyle is passionate about helping individuals and families navigate their financial journeys with confidence and clarity. Since joining Wealth Enhancement in 2018, he has been dedicated to crafting personalized financial roadmaps that align with each client's unique goals and life circumstances. Kyle takes a holistic approach, considering all aspects of a client's life to develop strategies that simplify and strengthen their financial well-being.

Andrew began his career in financial services at JPMorgan Chase in 2017. As a banker, he worked closely with individuals, families and business owners to support their everyday banking needs — offering personalized guidance and building strong, lasting relationships along the way. In 2023, he joined Steven Brett’s team at Marcum Wealth, continuing in a client service capacity before being promoted to Associate Financial Advisor on the Aurum Brett team at Wealth Enhancement.

Stephanie joined Wealth Enhancement Group in 2008. She is driven and dedicated to our clients, with a relentless work ethic. She anticipates and exceeds client needs, with a proven track record of going above and beyond to deliver exceptional service with precision and efficiency. Stephanie is a graduate of the University of Wisonsin-LaCross. Outside of work she enjoys running with her sweet dog, Bodi, and spending time with her husband, Brett, and her two daughters, Quinn and Riley.

Adam earned his bachelor’s degree in finance from St. Cloud State University in May of 2011. He immediately began his career with Wealth Enhancement Group and has served in both, client service and financial planner roles throughout his tenure. As a result, he has gained valuable experience in all areas of the financial planning process and embraces the relationships that are created with clients.

Kelly has more than 15 years of experience in the financial services industry and has contributed to the success of Wealth Enhancement Group in a variety of roles. As an associate financial advisor, Kelly helps to facilitate client meetings, assists with financial planning and is a point of contact for client inquiries. She has studied economics and business administration with an emphasis in management. For fun Kelly likes to travel and spend time with family and friends.

Emily began her career with Wealth Enhancement as an intern in the Oakdale office. In her current role she prepares reviews for clients and financial plans for prospective clients. Emily enjoys spending her free time with her husband Sean and their two children.

Tom joined Wealth Enhancement in November 2021 as an investment analyst specializing in fixed-income research and trading. Previously, he spent a decade as a senior buyer for a large automotive group, making purchasing decisions for nine different automotive franchises. Tom’s passion for financial markets caused him to change career tracks and enter the wealth management industry.

Sam has worked with Tammy, Brian, and the Legacy team for almost ten years. He worked at JPMorgan Chase for several years as a credit underwriter before joining the team. In his previous role as an Investment Consultant, Sam specialized in investment research, asset allocation, and financial plan creation. As an advisor, Sam will maintain the function of investment analyst as well as perform his advisor duties.

Nick began his career in the financial services industry in 2022 as an intern with Wealth Enhancement, transitioning to a full-time position as a financial planning assistant after graduation from college. He is dedicated to delivering great service to his clients and focuses on working in the client’s best interests, from client onboarding to operations and trading.

Alex started his time at Wealth Enhancement Group as a Client Service Associate, becoming the liaison between advisors and clientele. Obtaining his CRPC designation, Alex was promoted to Associate Financial Advisor where he engages in financial planning, investment management, and product research. Alex strongly believes in a collaborative approach to help clients achieve financial well-being.