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Showing 181-190 of 4196 results

Bio

Randy Godsell

Randy has over 30 years of experience creating and managing a wide variety of portfolios. His diverse education and experience allow him to effectively create investment strategies that meet a broad range of client needs. He believes that honesty, education, and clear communication are cornerstones of a successful client-advisor relationship and always strives to be exceptional in those areas. He is currently a member of the CFA Society of Milwaukee.

Brookfield, WI Hansen Team

Bio

Bud Hedstrom

Bud began his career in the financial services industry in 1986. He is a licensed insurance agent for life, health, and long-term care insurance and is a member of the Million Dollar Round Table. He and his wife, Betty, live in Rock Hill, S.C. They are members of First Baptist Church where Bud leads a Griefshare Class. Bud has also recently begun to volunteer with Hospice and Community Care in Rock Hill as a grief counselor.

Charlotte, NC Hedstrom Team

Bio

Peter Cimino

With five years of experience in the financial services industry, Peter provides clients with holistic services and strategies to their wealth management opportunities and decisions. He began his professional career at Morgan Stanley in Chicago, where he worked alongside the retirement team. He looks forward to working and learning from his father, Vince Cimino, who is Senior Vice President, Financial Advisor at Wealth Enhancement Group.

Clinton, WI Cimino Team

Bio

Eric Weiss

As Chief Growth Officer at Wealth Enhancement Group, Eric oversees organic growth for the firm, with a focus on driving digitally enabled growth in marketing, planning and the client service experience. With over 25 years of experience in startup, growth, and public technology companies, realizing multiple successful acquisitions and an IPO, Eric champions a technologically advanced and highly personalized advisor and client experience. 

Plymouth, MN

Bio

Anna Formicola

Anna has over 3 decades in the investment advisory industry. In 1989 she helped launch a high-touch boutique advisory firm focused on portfolios customized to individual goals and objectives. Her primary focus was to make certain all clients’ needs were met with accuracy and efficiency. Anna believes that her skills acquired over the last 3 decades makes her perfectly suited for her current role as Senior Vice President, Managing Director | BTR Team.

Oakland, CA BTR Team

Bio

Michael Scroggins

Mike started his financial advising career in 1994 consulting local business owners working for a Chicago based accounting firm. In 1998 he created his advisory firm with the premise that he would act as his clients’ personal financial guide, because that best describes the comprehensive planning and financial management role he can play in their lives.

Naples, FL Scroggins Team

Bio

Chris Schiffer

Chris has more than 30 years of experience in the financial services industry in the areas of accounting and financial planning. He is well-versed in the financial challenges faced by most individuals. Chris has also authored articles on financial planning, divorce and the financial markets. In addition, for those going through divorce, has appeared as a subject matter expert on a number of media outlets, as well as presented on the subject.

New York - Grand Central, NY

Bio

Donna Baker

Prior to joining SVA Financial Group, Donna worked in public accounting as an auditor for KPMG LLP for nine years, and then served as Chief Financial Officer for several companies. Donna has joined the Wealth Enhancement Group team as a part of the SVA Financial acquisition. She oversees daily operations which include statement production, account reconciliation, process improvement, and implementation of technology solutions.

Madison - John Q Hammons Drive, WI

Bio

Richard Feldman

Richard Feldman has over 15 years of experience in the financial services industry. He joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition. Richard brings a wealth of experience in advising clients on portfolio construction, risk management strategies, and retirement planning. His experience includes financial planning, trading, and client advice.

Miami, FL Feldman-Pitlosh Team

Bio

Bev Rodrigue

Bev manages multiple client relationships, working closely with families to design and implement customized financial and estate plans. She also oversees the financial planning program for her team. Bev joined Wealth Enhancement Group in 2021 through the North American Management merger. Prior to joining North American Management in December 2018, she was with Lake Street Advisors, where she served as a relationship manager for a number of family relationships.

Boston, MA North American Management Team