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Bio

Maura Schauss

Maura focuses on helping her clients meet their investment and financial goals. As a fiduciary, she holds to the highest standard in the industry. Her specialties include portfolio design and implementation that also factor in any tax implications. She coordinates with client’s accountants, estate planners and other key professionals to seamlessly plan for and execute sophisticated financial strategies.

Vienna, VA Washington Wealth Team

Bio

Luther Hagen

Luther has over 30 years of experience helping clients pursue financial independence. He helps clients with comprehensive financial planning and investment management and works under a fiduciary standard to provide advice while bearing in mind client’s best interests. Luther and his team strive to help clients build financial confidence & clarity. 

Apple Valley, MN Infinity Team

Bio

Mark Fredenburg

For over 25 years, Mark has successfully managed investments for high-net worth individuals, trusts and foundations using third-party managers, mutual funds, ETF’s and individual securities.He has spent much of his career as an equity analyst and has particular expertise managing individual stocks and dealing with the challenges of portfolios that have low cost basis stocks and concentrated holdings.   

Oakland, CA BTR Team

Bio

William Berkowitz

William founded BPU Investment Management in 1985, and became part of Wealth Enhancement Group when the two firms joined forces. In addition to working with individual clients on their financial goals, William provides investment guidance to credit unions and charitable, religious and fraternal organizations. He enjoys sharing his broad knowledge with these organizations through lectures and by writing on investing and portfolio strategies for credit unions.

Pittsburgh, PA Berkowitz Team

Bio

John O’Brien

John has more than 30 years of experience in the financial services industry, bringing a strong background in investment management, portfolio construction and retirement income strategies to his role as a financial advisor. John enjoys helping his clients understand that a successful financial plan requires much more than making stock selections and supports them in employing strategies that help them achieve their life goals.

Malvern - Mystic Lane, PA O’Brien Team

Bio

Mark Dillon

Mark entered the financial services industry in 1992 with Charlotte-based Interstate/Johnson Lane. He then served as financial advisor to the high net worth clients of Park Meridian Bank, a very successful community bank that was purchased by Regions Bank in 2001. Mark specializes in helping individual investors who are approximately five to ten years from retirement, and working with them throughout their retirement on an ongoing basis.

Charlotte, NC Dillon Team

Bio

Christopher M. Trainor

Christopher graduated Seton Hall University with a BA in Social and Behavioral Sciences, with minors in Social Work and Political Science. He completed the Financial Planning certificate program at Fairley Dickinson University and earned the CERTIFIED FINANCIAL PLANNER™ certification. Chris joined Wealth Enhancement Group in 2022 through its merger with Burke Financial Strategies.

Metro Park, NJ Trainor Team

Bio

Theodore S. Jablonski

Ted joined Wealth Enhancement Group in 2022 through the BTR Capital Management acquisition. At BTR Capital Management Ted was a Principle and Portfolio Manager. He previously served as a Senior Consultant with Merrill Lynch Global Wealth Management, as a Vice President and Relationship Manager with the Credit Suisse Private Banking USA Group, and with its predecessor, Donaldson, Lufkin & Jenrette. Ted served as a Managing Director – Investments with Piper, Jaffray & Co.

Oakland, CA BTR Team

Bio

Donna Schroeder

Donna’s day-to-day responsibilities include maintaining the office data. She likes to primarily focus on accuracy, automation and efficiency. Donna joined the Wealth Enhancement Group team from the SVA Financial Group acquisition in 2020. Donna is married and has two daughters. She enjoys spending time outside with her family as well as traveling. She resides in Cross Plains, Wisconsin.

Madison - John Q Hammons Drive, WI

Bio

Gary Quinzel

Gary began his career in investment strategy and management in 2003. He is highly-skilled in the areas of macroeconomic research, portfolio management and investment analysis. Gary also enjoys delivering market commentary and guidance to clients. He lives in Morris Township, NJ with his wife Andrea and their daughter Avery. In his free time, you will find Gary spending time in the outdoors, running and playing sports.

Plymouth, MN