Chris began his career in the industry as a financial advisor with Merrill Lynch in 2015. As a Certified Financial Planner and Accredited Wealth Management Advisor, he specializes in high-net-worth tax, investment, and estate planning, helping clients minimize their taxes and build strong income strategies for retirement through comprehensive financial planning.
Bob has been part of the financial industry since 1999. Prior to joining Wealth Enhancement Group, he held positions with Merrill Lynch, JP Morgan and most recently, Johnson Financial Group, Inc out of Milwaukee. Named a Rising Star in Wealth Management in 2022 by BizTimes Milwaukee, Bob specializes in lifetime and legacy financial planning for high-net-worth clients. He focuses on his client’s values and implements customized strategies to align with those values.
Christopher has been in the wealth management industry since 2009, working as a financial analyst and senior financial consulting manager, and is experienced in formulating financial plans for high net worth individuals and institutional clients. He’s driven by a desire to give his clients peace of mind as they look towards the future, working to identify their financial goals and create plans that work to meet their objectives.
With over three decades in the advisory and consulting industry, Bill enjoys helping professionals, businesses, and their families pursue their goals of financial independence and freedom. Prior to joining Wealth Enhancement in 2024, he worked with Starfox Financial for seven years. He was also with Merrill Lynch for nearly 13 years as a Senior Financial Advisor and Wealth Management Advisor before moving to Starfox Financial.
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.
After serving in the U.S. Army Special Forces as a Green Beret, Kevin launched his career with UPS before transitioning to a career as a financial advisor where he leverages his skills gained from his military and corporate experience. With 20+ years in business and financial planning, and substantial education and professional certifications, he currently serves as a financial advisor with Wealth Enhancement, where he creates strategic financial, retirement and tax plans for his clients.
Lori brings over 15 years of experience in financial services and significant professional training with multiple financial certifications to her current position as a financial advisor with Wealth Enhancement. Lori shares her experience with clients on all aspects of financial planning, tax planning and estate planning.
Kimberly brings over 20 years of experience in financial services. Her expertise and certifications allow her to always stay informed about best in class planning strategies and hold her to the highest fiduciary and ethical standards. Kimberly is passionate about getting to know her clients on a deeper level and works as their personal CFO.
Courtney helps clients meet their long-term financial goals while forming personal, lasting relationships with those she works with. Courtney focuses on retirement planning, tax strategies, and the coordination of estate planning with investments. She puts an emphasis on lifelong learning and is passionate about financial literacy for the next generation of clients.
Jim launched his career in the financial services industry over 30 years ago. He was the founder of a registered investment advisory firm, which eventually expanded with a group of partners before becoming part of Wealth Enhancement. Jim uses a goals-focused, planning-oriented approach to help his clients reach their long-term goals.
