Evan has over two decades of experience in the asset management/financial services space with top firms such as FS Investments, Inland, CNL, and Russell Investments.

Brian leads a highly qualified team and oversees the retirement plan governance and fiduciary responsibilities for his clients, along with their administration, operations and design. He has broad experience working in retirement solutions, including managing plans for large, multi-hundred-million-dollar corporations as well as small businesses. Brian supports his clients by designing customized retirement plans that are focused on specific goals and needs.

Peter has more than 15 years of experience in the financial services industry, specializing in working with physicians and medical practices on their unique needs in the changing medical landscape. He also enjoys helping busy professionals in establishing their planning strategies, families saving towards education and retirement goals and individuals managing risk and expenses during retirement.

Samanta’s experience in the trust industry has allowed her to collaborate with clients and advisors from Latin America to Southeast Asia. She has worked on the administration of trust structures involving a variety of asset types and companies in various jurisdictions. With this experience she assists clients and advisors while learning their family dynamics to foster a long-lasting relationship. Part of her role also includes contributing to company projects, such as procedure development.

Mark brings decades of experience in both financial services and information technology to his current role as financial advisor at Wealth Enhancement Group. He enjoys helping his clients understand how their values can shape their financial plan for retirement and estate planning strategy. He works closely with our Roundtable team of specialists to ensure that his clients’ plans are covered from all angles.

Doug Huber brings 15+ years of financial services experience to his current role of Deputy Chief Investment Officer at Wealth Enhancement Group. In his role, he is responsible for driving the investment process for portfolios managed by Wealth Enhancement Advisory Services (WEAS), leading functional investment areas, and monitoring the investment landscape to ensure advisors have competitive solutions and the highest quality investment choices available to offer clients.

Emma has been a financial professional for over 20 years and has a background in banking, investments, asset management and financial planning. Emma attributes much of her success to a passion for helping clients develop and implement investment strategies, providing guidance, and serving clients through ongoing relationship management throughout various life stages. 

Don Riley is a seasoned financial professional with over four decades of experience in the finance industry. His career began in 1984 as a trader on the Philadelphia Stock Exchange, where he founded a specialist and trading firm. Transitioning into financial advisory services, Don has spent the past 15 years providing clients with investment solutions and financial planning advice.

Steve’s financial advisory career has spanned over 20 years. In his current position as a financial advisor with Wealth Enhancement Group, he provides clients with retirement planning, investment strategies and comprehensive financial planning. He also assists businesses with retirement plans, executive compensation, and succession planning.   

Dustin began his financial planning career in 2006 and has continued his financial accreditations with advanced studies. He is a CERTIFIED FINANCIAL PLANNER™ professional, one of the most prestigious designations awarded in the field of financial advice, and an Accredited Investment Fiduciary®, a designation grounded in best industry practices, that considers the ethical and legal framework in which to prudently manage investment decisions and procedures.