Danny provides clients with comprehensive and actionable wealth strategies and advice. He works collaboratively with clients to design investment and planning solutions for retirement, asset preservation, education, and legacy planning. Danny joined Wealth Enhancement Group in 2022 and has spent a majority of his career in portfolio management. Danny lives in Windsor, Wisconsin with his wife, Morgan, and their three kids Hatte, Eloise and Grant.

Colby started his career in New York City on JPMorgan’s Institutional Foreign Exchange sales desk before relocating to the Rochester area where he worked at Manning & Napier Advisors and Armbruster Capital Management. A CFA Charterholder, Colby’s professional success and significant civic contributions were recognized when he was honored as one of the Rochester Business Journal’s “Forty Under 40” award winners in 2018.

Ed has been providing financial services to clients in the Rochester area since 2016, and joined Wealth Enhancement in 2022. Ed is a CFP® practitioner, CPWA® designee, and CFA Level III candidate. He is also a member of the Rochester Financial Planning Association and Estate Planning Council of Rochester. In addition to portfolio management responsibilities, he helps clients to develop and execute on financial plans aligned with their goals and values.

Stephanie has more than 13 years of investment and financial experience in the financial services industry. Stephanie brings portfolio management expertise and tech industry insights to her client advisory role. She strives to help clients understand the market and guide them through different business cycles.