Meet our Team of Financial Advisors and Specialists
At Wealth Enhancement Group, our client-centered approach to comprehensive retirement planning services makes you a full partner in planning for your long-term financial security.
We call our team of advisors and specialists the Roundtable.
It’s a diverse team of seasoned financial professionals experienced in all aspects of financial planning—including retirement income planning, tax strategies, investment management, estate planning and insurance—working together to craft the best plan for you. The Roundtable works to inform and analyze your custom financial plan from all perspectives to ensure you receive the specific, comprehensive advice you need to pursue your goals.
The Roundtable meets regularly to confidentially review specific client plans, provide insight and discuss recommendations and solutions. These forums enable our advisors to share best practices and stay on top of the industry-wide trends, opportunities and challenges that may impact your plan.