Find Your Local Advisor

At Wealth Enhancement, we believe in a team-based approach to financial services. This means that no matter which advisor you choose to work with, they’re backed by a nationwide network of specialists. With offices around the country, we’re eager to meet you where you are, and learn where you want to go.

  • Bob Aamodt, SVP Financial Advisor at Wealth Enhancement in Farmington, UT

    Bob Aamodt

    Senior Vice President, Financial Advisor

    MBA, CFP®

    Rock House Team

    With extensive experience and a focus on integrity and client accountability, Bob has over two decades of experience as a professional financial advisor. He began his advising career with American Express Financial Advisors in 1998 before going independent in 2005 with the goal of having more personal interaction with his clients and offering a fully independent, comprehensive strategy. Bob then founded Rock House Financial in 2007 before joining forces with Wealth Enhancement in 2024. Before his career in financial advising, Bob had already led a privately held software company and built and sold his first business. As a result, he offers a uniquely experienced perspective to his clientele, many of whom are self-made entrepreneurs. To remain technically proficient, Bob pushes himself and his staff to use the most current investment tools and resources available, continually adding to his education with professional course work and independent study. Bob completed his CERTIFIED FINANCIAL PLANNER certification in 2001 and is an active member of the Financial Planning Association. Bob also works as an adjunct instructor of finance at the University of Utah, and his technical experience is relied upon in a wide range of situations. Bob is equally committed to his family and civic duties, enjoying volunteering his time for his community. He stays active, recently running a 50-mile ultra marathon to commemorate turning 50 years old, and hiking with his wife Julie. Bob is also passionate about the arts and currently sings with the Tabernacle Choir at Temple Square and has raised his voice as a choir member of the Utah Chamber Artists and Utah Symphony Chorus. He and Julie are the parents of five children.

    Farmington, UT

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  • Eric Aanes - Senior Vice President Financial Advisor & Managing Director at Wealth Enhancement

    Eric Aanes

    Senior Vice President, Financial Advisor & Managing Director

    AIF®

    Central Bay Area Team

    Over the course of more than two decades in the financial services industry, Eric held senior management positions with multiple institutional asset managers. Eric believes the skills those jobs required (and the experiences they provided) make him perfectly suited for his current role as Senior Vice President, Financial Advisor & Managing Director. Eric joined Wealth Enhancement Group in 2022 through the Titus Wealth Management acquisition. As a regularly sought-after commentator on issues impacting investors, Eric’s media resume includes appearances on CNBC, Fox Business and ABC. He has been quoted in The Wall Street Journal Online, The Street.com, SmartMoney, Yahoo! Finance and various other media outlets. A native of Oklahoma, Eric now resides in Marin County with his wife Shelley and two children. In his spare time, Eric continues to stay fit playing tennis and enjoys playing golf. He is on the board of the charitable organization Lifehouse, dedicated to serving developmentally disabled individuals. CA Insurance License #0C22267

    Larkspur, CA

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  • Jessica Feiner - Financial Advisor at Wealth Enhancement

    Jessica Feiner

    Financial Advisor

    Tim O’Brien Team

    Jessica has more than 20 years of experience as a financial professional. She is dedicated to building lasting relationships with her clients, taking time to understand their unique financial situation and goals. By working collaboratively, she develops personalized strategies that evolve alongside her clients’ needs and reflect their values and long-term vision. Jessica lives in DeForest with her husband and their three children. Outside of the office, she enjoys spending time with her family, most often found cheering from the sidelines at her children’s sporting events.

    Madison - John Q Hammons Drive, WI

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  • Thomas Affleck

    Associate Financial Advisor

    CFP®

    QCI Team

    Tom joined Wealth Enhancement in November 2021 as an investment analyst specializing in fixed-income research and trading. Previously, he spent a decade as a senior buyer for a large automotive group, making purchasing decisions for nine different automotive franchises. Tom’s passion for financial markets caused him to change career tracks and enter the wealth management industry. His attention to detail and analytical thinking enable him to help his clients develop and implement investment strategies that will guide them to a secure financial future. Tom and his wife, Kelsie, live in Farmington, New York. When not in the office, he is an avid golfer and also enjoys boating and skiing.

    Pittsford, NY

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  • Jason Ahlgren - Vice President Financial Advisor at Wealth Enhancement

    Jason Ahlgren

    Vice President, Financial Advisor

    CFP®, ChFC®

    Great Water Team

    Jason brings 19 years of financial services experience to his role as Vice President, Financial Advisor. Since beginning his career in 2007, he has served as a Financial Advisor at Thrivent, Director of Retirement Planning for an Ameriprise practice, and Relationship Manager and Advisor at River bridge Partners. His varied experience helps him bring a thoughtful, well-rounded perspective to financial planning. In his role at Wealth Enhancement, Jason works with clients to understand their financial circumstances and support informed decisions aligned with their goals. His background in financial advice, retirement planning, and relationship management allows him to guide clients through different stages of their financial lives. Jason lives in Lakeville, Minnesota, with his wife and three sons. He serves on the Animal Humane Society Finance Committee and the National Marrow Donor Program Foundation Audit and Finance Committee. He previously served as a volunteer firefighter in Lakeville.

    Plymouth, MN

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  • Michael Albillar - Senior Vice President Financial Advisor at Wealth Enhancement

    Michael Albillar

    Senior Vice President, Financial Advisor

    CFP®

    THG Albuquerque Team

    Michael Albillar is a Senior Vice President and Financial Advisor with Wealth Enhancement Group, bringing over two decades of experience guiding successful individuals and families through complex financial decisions. Since 2005, he has specialized in helping accomplished clients—many with advanced degrees and professional backgrounds—navigate the intersection of wealth, tax efficiency, and legacy planning. A CERTIFIED FINANCIAL PLANNER™ (CFP®) since 2014, Michael is known for his ability to simplify sophisticated strategies without diminishing their underlying complexity. His approach is grounded in intellectual rigor, thoughtful analysis, and a deep respect for clients who expect more than conventional advice. He works closely with clients to uncover opportunities that are often overlooked—particularly in advanced tax planning, estate structuring, and multi-generational wealth transfer. A central focus of Michael’s practice is helping families extend the impact of their wealth across generations. He partners not only with his clients, but also with their children and heirs to ensure clarity, preparedness, and alignment of values. By facilitating thoughtful conversations and educating the next generation, he helps families preserve wealth, minimize friction, and build confidence in future decision-makers. Michael’s leadership within the profession includes serving as past President of the New Mexico chapter of the National Association of Personal Financial Advisors (NAPFA), a fee-only organization committed to fiduciary advice. He has also taught CFP® coursework at the University of New Mexico, where he earned his undergraduate degree in Business Administration—an experience that reflects both his technical experience and his passion for helping others better understand complex financial concepts. Based in Albuquerque, Michael has built a practice grounded in long-term relationships and deep trust within the community. He values working with thoughtful, inquisitive clients who appreciate collaboration and nuanced financial thinking. He and his wife Sheri enjoy spending time with their three adult children and remaining connected to the community they call home.

    Albuquerque - Eubank Blvd NE, NM

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    Nick Albuquerque

    Associate Financial Advisor

    CFP®

    Warren Team

    Nick began his career in the financial services industry in 2022 as an intern with Wealth Enhancement, transitioning to a full-time position as a financial planning assistant after graduation from college. He is dedicated to delivering great service to his clients and focuses on working in the client’s best interests, from client onboarding to operations and trading. When he’s not in the office, Nick enjoys golf, boating and woodworking. As a resident of Roxbury, New Jersey, he’s an avid fan of the Mets and New York Giants.

    Warren, NJ

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    Edwina Allee

    Senior Vice President, Financial Advisor

    Burley Team

    Edwina has a strong background in retirement and values-based financial planning. She has a passion for helping people understand what they truly value in their lives and how their values are intimately connected to their goals. She enjoys helping people understand how they are positioned financially with respect to important life goals, such as retirement and estate planning. Helping families, especially during life’s unplanned transitions, is something Edwina takes great pride in. She’s able to connect her clients with resources for planning for Social Security, health insurance, and a wide range of other services. Edwina uses her degrees in Education and English Composition and Literature to help her clients learn and understand the finer details of managing their investments. Edwina is a multi-winner (2017-2023) of the “FIVE STAR Wealth Manager” as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.* She lives in Minnetonka with her husband, John and daughter, Katie. Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website. *Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 11/01/16 for the period of 2/25/16 - 10/14/16. Awarded 12/01/17 for the period of 2/23/17 - 10/13/17. Awarded 12/01/18 for the period of 3/23/18 - 10/23/18. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22.

    Burnsville, MN

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    Jeremie Alley

    Senior Vice President, Financial Advisor

    CRPC®

    Alley Team

    Jeremie is an experienced investment professional who specializes in holistic financial planning, including estate planning strategies and asset allocation. As a financial advisor with Wealth Enhancement, he develops comprehensive financial strategies for his individual and business clients that include distribution plans for retirement, hands-on investment management strategies, tax planning, and business analysis, as well as estate and risk management strategies. Formerly with the Householder Group Estate & Retirement Specialists, Jeremie focused on helping his clients—individuals, families and small businesses—address their specific financial goals and objectives. Jeremie and his wife, Julie, have four daughters. He’s very active in his community, where he is a board member of Truly Fed Ministries (The Vine Uganda) and director of Member Care and Freedom at Hope City.

    Katy, TX

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  • Richard Alphonso, SVP Financial Advisor at Wealth Enhancement Group in Houston, TX

    Richard Alphonso

    Senior Vice President, Financial Advisor

    AEP®, CPA/PFS, JD, M.S.T., CGMA®

    FinGroup Team

    Rick has over 30 years of experience in personal financial planning, estate planning, investment management, taxation, corporate finance, and business consulting. As a founding member of the Financial Advisory Group, he served as their Chairman and Chief Executive Officer before joining Wealth Enhancement Group in 2024. Rick is a former president and current member of the Board of Directors for the American Academy of Attorney-Certified Public Accountants (AAA-CPA) and is actively involved in its §501(c)(3) foundation. He is also a member of the prestigious Ed Slott, CPA Elite IRA Advisor Group. Rick is married to his childhood sweetheart, Connie, and they have a daughter, Renee. Outside of finance, he enjoys his time outdoors jogging, racing cars, and watching sports. He loves music of all varieties.

    Houston - San Felipe, TX

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Recognized by the Best

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Barron's Advisor Top Mega RIA Firms 2025
FA Magazine America's Top RIAs
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USA Today 2026 logo

Barron’s: Awarded 9/11/2026 for 6/30/25-6/30/26. USA Today: Awarded 4/15/26 for 2/28/21-1/31/26. FA Magazine: Awarded 6/10/26 for 12/31/24-12/31/25. Paid for logo use.

Couple Walking in Vineyard with dog
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)

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