Jordan Brown

Submitted by wegmigrate on
Jordan has been serving clients in the financial services industry since 2015. He uses his passion for financial planning and the client experience to form strong connections. Prior to joining Wealth Enhancement Group in 2023, Jordan fulfilled multiple roles with Charles Schwab and Northwestern Mutual. He obtained the Certified Financial Planner Professional designation in 2018 and Chartered Financial Consultant designation in 2020.

Craig Belisle

Submitted by wegmigrate on
Craig is a Senior Vice President for Wealth Enhancement Group and has over 29 years of experience in wealth management. Known for building strong, long-term relationships with his clients, he works to improve his clients lives by seeking to provide them with the best possible financial advice. This is accomplished through focus on Behavioral Wealth Management™, which is the integration of traditional wealth management, investment management, with the science of human behavior. 

Larry McClanahan

Submitted by wegmigrate on
Initially, Larry was headed toward the ministry, but his career path changed when he discovered an aptitude for business and management. He has held positions as an accountant, city manager, vice president and chief financial officer of a private college, and chief financial officer of a Canadian startup firm.

Amanda Sachs

Submitted by wegmigrate on
Amanda is based in Menomonee Falls, she is a dedicated financial planner with over a decade of experience in the industry, having earned her CFP, ChFC, and CLU designations. Her passion for helping families navigate their financial futures drives her work. She lives with her husband and their three children—two daughters and a son—who keep their lives vibrant and full of joy. Alongside them are their two Maltipoo dogs, who are beloved members of their family.

Bernie Smit

Submitted by wegmigrate on
Bernie is a Certified Financial Planner (CFP) professional who has helped hundreds of clients, and their families prepare for retirement, college, income tax reduction and estate planning. One of the most rewarding parts of his 40-year career has been watching clients' children and grandchildren grow up and use their 529 college savings accounts for higher education, accounts that were set up when they were born.

Damien Couture

Submitted by wegmigrate on
For Damien, maintaining the highest level of professionalism and integrity with clients is paramount. He has helped clients prioritize, organize, and simplify their financial matters and has experience in investment, retirement, estate and insurance planning.

Andrew Gipson

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Andrew was born in southeastern Michigan but has lived in the Bradenton, Florida, area for most of his formative years. He graduated Florida State University where he was active in various organizations, including serving as the Vice-Chair of the FSU College Republicans.

Shawn Scott

Submitted by wegmigrate on
Shawn has worked in financial services for 26 years. In his early career he designed and managed corporate retirement plans and segued into advanced plan design. In 2008, Shawn expanded into individual advising, focusing on wealth management for business owners and high net worth clients.

Jeff Schulte

Submitted by wegmigrate on
Jeff has spent decades as a financial consultant for high net worth clients. He began his career with Kistler Tiffany Companies in Wayne, Pennsylvania where he became President of their sales association. In 1992 Jeff co-founded the Wharton Business Group in Malvern, Pennsylvania and later also managed its Miami office. He later joined Prudential Securities where he served on the Estate Planning Advisory Board.
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