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Bio

Stephanie Mattson

Stephanie joined Wealth Enhancement Group in 2008. She is driven and dedicated to our clients, with a relentless work ethic. She anticipates and exceeds client needs, with a proven track record of going above and beyond to deliver exceptional service with precision and efficiency. Stephanie is a graduate of the University of Wisonsin-LaCross. Outside of work she enjoys running with her sweet dog, Bodi, and spending time with her husband, Brett, and her two daughters, Quinn and Riley.

Plymouth, MN Hockert-Essman Team

Bio

Dawn Elmore

With over 20 years of experience in the financial services industry, Dawn currently serves as Chief People and Productivity Officer at Wealth Enhancement where she has been instrumental in helping the firm achieve its strategic productivity goals and vision since coming on board in 2022.

Plymouth, MN

Bio

Craig Belisle

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. 

Atlanta, GA Sandy Springs Team

Bio

Nicole Webb

Nicole first joined Wealth Enhancement in September of 2003. During her tenure with Wealth Enhancement, she has held leadership, technical, advisory, and business development roles and she led the firm’s expansion into the Northeast by opening the New York City office.

New York - Grand Central, NY Webb Team

Bio

Daniel Dupuy

Daniel began his career in financial services through an internship that developed into a permanent position within the organization. His focus has been in international equities and alternative investments, which gives him a specialized perspective when creating investment proposals, researching possible investment opportunities and analyzing new and current investment strategies. Daniel lives in Laurel, Maryland with his wife and son.

Fulton, MD Fulton Office Team

Bio

Jake Peroceschi

Jake has 25 years of experience in the financial industry. He specializes in comprehensive financial planning and asset management for high net worth clients to help them achieve their long-term goals. He loves building personal relationships with his clients and enjoys the trust he earns over family generations.

Brookfield, WI Hansen Team

Bio

Zeke Waisel

Zeke joined Wealth Enhancement Group in 2022 and has been in the financial services industry since 2014. As a CERTIFIED FINANCIAL PLANNER™ professional, Zeke uses the financial planning principles to help his clients with retirement, tax, estate, education and insurance planning based on their individual goals and concerns. During his free time, Zeke loves to travel, participate in Spartan obstacle course races, play tennis, and host board game nights with friends.

Boston, MA North American Management Team

Bio

Peg Webb

Peg brings 30+ years of experience in the financial services industry. A lifelong learner, she enjoys giving advice on comprehensive planning including financial planning, tax planning, retirement planning, risk management and estate planning. She is one of the founders/partner of the “Roundtable.” All specialists you need, all in one place. Peg works closely with her team members Nicole Webb, Preston Koenig and the Roundtable.

Burnsville, MN

Bio

Scott Reid

Scott’s dedication to his clients comes from his belief that every individual or family deserves a trusted advisor to guide them through the often-complex financial decisions that need to be made before and after retirement.

Jacksonville - Orange Park, FL Linge-Reid Team

Bio

Andrew Thelander

Andrew is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Retirement Income Certified Professional® and Chartered Advisor in Philanthropy®, who has been with Wealth Enhancement Group since 2007. His love of learning and for helping others achieve clarity in their financial lives is evident within his approach to thoughtfully understanding each client’s individual goals, values and aspirations.

Woodbury, MN SCV Team