Chief Executive Officer
CFP®
Meet Our Team
Get to Know Our Leaders
Our leadership team strives to equip our advisors with the tools and resources they need for comprehensive financial planning. This behind-the-scenes work allows our advisors to focus on what they do best: support our clients.
Recognized by the Best
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Barron’s: Awarded 9/11/2026 for 6/30/25-6/30/26. FA Magazine: Awarded 6/10/26 for 12/31/24-12/31/25. USA Today: Awarded 4/15/26 for 2/28/21-1/31/26. Paid for logo use.
Executive Leadership
The Team at the Helm
Chief New Client Development Officer
CFP®
Chief Business Development Officer
CFP®
Chair of the Investment Committee and Chief Strategy Officer
Chief Partner Programs Officer
Chief Compliance Officer
JD
Chief People and Productivity Officer
SPHR
Chief of Staff
Deputy Chief Investment Officer
Chief Legal Officer
JD
Chief Wealth Solutions Officer
MBA
Chief Platform Officer I Chief Information Security Officer
Chief Product Officer
CFP®
Chief Advisory Officer
CFP®, CPA
Chief Growth Officer
Chief Financial Officer
CFA®
Guided by purpose
Our team works together to improve our clients’ lives by seeking to provide the best possible financial advice. Every recommendation we make for you is grounded in our fiduciary duty to act solely in your best interest as our client.
About Wealth Enhancement
Wealth Enhancement offers integrated financial planning grounded in clear, detailed advice. With local offices around the country, your advisor is backed by a network of specialists who can support your financial needs, no matter how complex. This is because we also provide estate planning, tax strategy, investment management, insurance consultancy, and retirement income planning as well as business consulting services. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and detailed planning. Our financial plans are crafted with care, tailored with compassion, and built to handle what life brings.
What we value
At Wealth Enhancement, our purpose is to work together to improve our clients’ lives by seeking to provide them with the best possible financial advice. These are the core principles that guide our processes and interactions with colleagues and clients.
Drive
We strive to deliver the best possible service to our clients through thoughtful, meaningful actions.
Clarity
We use straightforward language. Our communication is simple and direct.
Teamwork
We work together. We share perspectives and explore differing viewpoints to achieve the best possible outcomes.
Compassion
We are committed to improving and enriching lives.
Integrity
We are defined by doing what’s right. Always.
Inclusion
We create a sense of belonging so that all colleagues and clients feel welcome and supported.
I don’t sweat the market bumps because I am confident that if there is financial growth to be found, or losses to be minimized, my team can do it.
– Carol Jacobs
No compensation was given for this testimony.
The whole Wealth Enhancement organization instills confidence that our finances are in the best place and managed well, in accordance to our goals.
– Bryan Fredrickson
No compensation was given for this testimony.
Wealth Enhancement has simplified my life by provide the comprehensive expertise needed at this pivotal time in our lives.
– Kathy Van Roeke
No compensation was given for this testimony.
What separates Wealth Enhancement advisors is their personal touch. The interplay between wealth accumulation and dissipation helps guide our financial plan for the long run.
– Mark L., Private Client
No compensation was given for this testimony.
We have been with Wealth Enhancement for over 25 years. It was a *great decision on our part* as we would never be in the financial shape that we are today without them.
– Janet Williams
No compensation was given for this testimony.
Let’s craft your future, together
Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.