John’s passion is helping clients to simplify their financial lives. He began his career as an auditor and systems consultant for a national accounting firm, later joining BTR Capital Management in 1993 and serving as the firm’s President from 2008. Prior to his work with BTR Capital Management, John was a senior executive at a large privately held company, where he served in several capacities, including Chief Financial Officer and Trustee and Administrator of the company's employee benefit plans.

With more than 35 years of experience as a certified public accountant, Patricia has deep and trusted experience in financial strategy, taxes and wealth management. Prior to joining Wealth Enhancement as a financial advisor, she was a director at Marcum LLP and an investment advisor at Marcum Wealth Management. Patricia is passionate about creating a holistic planning experience by providing comprehensive financial guidance tailored to each client’s unique needs. 

Tom is a certified public accountant and financial advisor with over 40 years of experience in the fields of accounting, tax planning and wealth management. As a trusted financial advisor with Wealth Enhancement, Tom is dedicated to helping individuals, families and businesses achieve their financial goals through comprehensive financial planning and strategic wealth management, with a particular emphasis on tax, estate planning, trust and charitable giving matters.

Pete has provided investment portfolio design and management services for individuals and small business owners for over 25 years. In his current role as a financial advisor with Wealth Enhancement, Pete uses his experience and unique perspective to take a hands-on, customized approach to helping his clients achieve their long-term financial goals for a safe and secure retirement. 

With more than 18 years of experience in estate and financial planning, Margaret has been adding her expertise to the St. Croix Valley team since 2004. Margaret is constantly working to implement effective financial strategies for each and every client. Margaret enjoys traveling, playing golf and cooking in her spare time. She resides in Maplewood with her husband.

Tom is a tax services veteran with nearly 30 tax seasons under his belt. He also served, during a 10-year interlude, as a corporate controller in the agriculture industry. Tom was co-owner of a CPA firm prior to joining Wealth Enhancement Group.

Tarah has worked in the financial services industry since 2013, joining Wealth Enhancement Group in 2023. With her robust background in financial statement audit, tax and financial reporting, Tarah has a knack for financial analysis and a commitment to client success. She is dedicated to empowering her clients to make informed financial decisions. 

Steve focuses on providing comprehensive financial planning and investment management, oriented toward clients’ goals and aspirations. He is dedicated to serving as their trusted resource for any significant decisions that affect their financial lives. A long history of executive experience in private industry helps him understand the opportunities and challenges clients face, as well as the overlap between personal and professional finances.

With more than two decades of experience in the financial services industry, Geoff gives clients confidence that they have a trusted financial advisor working in their best interests. He joined Wealth Enhancement Group through the 2016 merger with Sound Financial Solutions. Throughout his career, Geoff has been involved in a number of professional and civic organizations such as treasurer for the Petroleum Club of Houston.

The financial sector hasn’t always been Heidi’s professional home. Early in her career, she oversaw the weekly sale operations and distribution process for one of the largest grocery chains on the East Coast. Heidi also built the Merchant Services group for a large consumer credit provider and headed up the Service and Support group for a specialized technology provider in the advertising industry.