Chris has nearly 40 years of financial experience in public accounting, the chemical industry, and tax services. He served clients with the Financial Advisory Group for nearly 20 years, most recently as Senior Tax Advisor helping high-net-worth individuals with tax compliance and planning, as well as a specialty in formulating financial models for the purchase of medical practices. He joined Wealth Enhancement Group in 2024.
Rick has over 30 years of experience in personal financial planning, estate planning, investment management, taxation, corporate finance, and business consulting. As a founding member of the Financial Advisory Group, he served as their Chairman and Chief Executive Officer before joining Wealth Enhancement Group in 2024.
Jeanelle is a tenured human resources professional responsible for the HR function at Wealth Enhancement Group. Her team focuses on strategic HR business planning, employee engagement, talent management and compensation and benefits. She has over 20 years’ experience in human resources working with startups, and both small and large financial services firms.
Cherie works closely with client services and the client management teams in the daily operations of the firm. Prior to her current role, she was an Advent Portfolio Specialist at WilmerHale LLP, where she was responsible for managing and maintaining systems support. Before her role at WilmerHale LLP, she worked in operations at Heritage Capital Management, Inc. and B&L Asset Management LLC, the wealth management arm of the Burns & Levinson LLP law firm.
Prior to starting his long and distinguished career in the investment industry, Bruce gained broad entrepreneurial and business experience in the real estate, import/export and restaurant industries. But it’s been in the financial sector where Bruce has made a lasting impact. In a career well into its fifth decade, delivering consistent success at the highest echelons of business (including co-founding his own firm), Bruce’s enthusiasm and energy remain undiminished.
As a financial advisor who is a Certified Financial Planner, Certified Public Accountant, and an Attorney, Louis is able to offer a unique perspective to clients, while at the same time maintaining the necessary integrity and trust that comes with over 15 years of professional experience. Louis joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition.
Brent began his professional journey in the banking industry in 2003, before moving into wealth management in 2014. He is now a valued member of the Wealth Enhancement Group team in his role of Financial Advisor, having joined in 2022 through the Hawkins Wealth Management acquisition. Brent grew up in Ainsworth, IA and currently lives in North Liberty, IA with his wife Kari and their children, Evelyn and William.
Ernie comes to the Wealth Enhancement Group with 12 years of experience in financial services, but a more than 30 year history of preparing taxes. His combined professional experience has covered a wide variety of roles including Tax Preparer, Office Manager, District Manager, Financial Planner and Registered Principal operating an Office of Supervisory Jurisdiction.
A seasoned professional, Bob served as CEO of North American Management Corp from 2008 - 2021. He brings deep capital markets, investment management, and institutional-level executive management experience to his role at Wealth Enhancement Group and enjoys working with clients on a variety of investment and trust-related matters. Prior to joining North American Management, he was a founding member of Two funds of hedge funds, Holyoke Partners LLC and WST Partners.
Prior to joining Wealth Enhancement Group, most of Larry’s career was spent as the owner and operator of Prozan Financial Services. A veteran of the industry since 1985, Larry is passionate about understanding each client’s unique situation and over the years has developed a strong understanding and expertise in creating customized plans that align with each persons individualized needs.
