Bio
Peter has more than 15 years of experience in the financial services industry, specializing in working with physicians and medical practices on their unique needs in the changing medical landscape. He also enjoys helping busy professionals in establishing their planning strategies, families saving towards education and retirement goals and individuals managing risk and expenses during retirement.
Bio
Brian has been in financial services since 2002, focusing on retirement planning, investments and insurance protection for individuals and families. He also has a special interest in assisting individuals who work in the public sector.
Bio
With more than 18 years of experience in estate and financial planning, Margaret has been adding her expertise to the St. Croix Valley team since 2004. Margaret is constantly working to implement effective financial strategies for each and every client. Margaret enjoys traveling, playing golf and cooking in her spare time. She resides in Maplewood with her husband.
Bio
Chris began his career in the legal field, specializing in estate planning and corporate law. He now applies this knowledge and experience to providing advanced estate planning strategies, business succession plans and wealth management and retirement advice. Chris has been a featured speaker and instructor on the topic of family succession planning within the automotive dealer industry, and continues to lead seminars for the National Automobile Dealers Association (NADA) Academy.
Bio
A proven Financial Services executive with over 25 years of functional and leadership knowledge, Dan joined WEG in 2023.
Bio
Michelle joined Wealth Enhancement Group in 2023 bringing experience in sales leadership, innovation and growth to her role. She has been working in financial services since 2007. She began her career at Fisher Investments, holding positions in operations, mergers and acquisitions, and as an advisor to over 180 high-net-worth households. She later joined Personal Capital (purchased by Empower in 2020).
Bio
In his current position as a financial advisor with Wealth Enhancement, Garrett brings a deep commitment to helping families and business owners as he provides professional guidance in retirement planning, investment management, business valuation, exit planning and estate strategies, including trusts and legacy planning. With a background as an Army veteran and current member of the Tennessee Army National Guard, he employs a disciplined and strategic approach to financial planning.
Bio
With more than 35 years of experience as a certified public accountant, Patricia has deep and trusted experience in financial strategy, taxes and wealth management. Prior to joining Wealth Enhancement as a financial advisor, she was a director at Marcum LLP and an investment advisor at Marcum Wealth Management. Patricia is passionate about creating a holistic planning experience by providing comprehensive financial guidance tailored to each client’s unique needs.
Bio
With over 20 years of experience, Michael began his career at Morgan Stanley and later became the first employee at Aurum Wealth Management, going on to become the firm’s chief investment officer, followed by his position as chief investment officer at Marcum Wealth. In his current position as a financial advisor with Wealth Enhancement, Michael thrives on helping clients meet their financial planning and investment needs.
Bio
With over 20 years of experience in financial services with Marcum Wealth — and now, in his current position as a financial advisor with Wealth Enhancement, Michael provides financial planning and investment management services for his clients. In his free time, Michael is involved with the local Boy Scout Troop in Brunswick, Ohio.
