Senior Vice President, Financial Advisor
RICP®
Recognized by the Best
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.
Decision Guidance
Understand your options
With the Roundtable™ in your corner, Wealth Enhancement has a team of specialists that can address your concerns during a sudden career shift, including:
1
Severance and timing
Talk about the difference between lump sum vs. salary continuation as well as negotiation considerations.
2
Equity deadlines
Understand your RSUs & stock options, post terminations windows and concentrations risks.
3
Taxes & cash flow
Avoid withholding surprises and discuss planning opportunities.
4
Healthcare
How you can avoid coverage gaps through COBRA, the marketplace or spousal plans.
Plan-Led Investing™
Investments that serve your life, not the other way around
Most advisors start with market analysis and doling out advice. We start by listening. Only when we fully understand what you want to accomplish can we craft a plan and investment strategy that serve your goals.
01
Foundation Assessment
First, we learn about your values and goals, as well as your current financial standing, tax situation, and risk profile.
02
Wealth Blueprint
Then, we deliver custom recommendations for tax-smart asset allocation, investment opportunities, and withdrawal strategies.
03
Ongoing Stewardship
Finally, we assemble your diversified portfolio with best-fit investment solutions and continuously manage, rebalance, and refine investments with tax efficiency.
Meet our layoff navigation advisors
Our team has decades of experience working with clients navigating a career transition. Together, they can help you craft a custom plan that meets your unique needs.
Senior Vice President, Financial Advisor
Senior Vice President, Financial Advisor
MBA
Senior Vice President, Financial Advisor
CFP®, ChFC®
Dive Deeper
Resources for AT&T Employees
Read more insights about how to handle career shifts from our advisory team.
Learn more about 351 exchanges, and the strategies that Wealth Enhancement uses in helping you as an AT&T employee navigate them.
Many AT&T employees hold highly valued company stock, which may have been built up over years of employment or from investments that performed better than expected.
From the Section 351 exchange to other practical approaches, this Q&A addresses key considerations AT&T employees may encounter when dealing with highly appreciated shares.
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.
Why Wealth Enhancement
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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