Bio
Kelly spent 16 years in financial leadership roles with Ameriprise Financial and its predecessor American Express Financial Advisors. While at Ameriprise, Kelly served as Vice President Treasury, overseeing the firm’s treasury operations as well as providing leadership for its balance sheet and risk management initiatives.
Bio
Jordan has been serving clients in the financial services industry since 2015. He uses his passion for financial planning and the client experience to form strong connections. Prior to joining Wealth Enhancement Group in 2023, Jordan fulfilled multiple roles with Charles Schwab and Northwestern Mutual. He obtained the Certified Financial Planner Professional designation in 2018 and Chartered Financial Consultant designation in 2020.
Bio
Prior to joining the Wealth Enhancement Group in 2023, John was employed at City National Rochdale since 2005 as a portfolio manager, he was responsible for the implementation and monitoring of private client portfolios for City National Rochdale’s International Custody & Asset Protection Solutions.
Bio
Prior to joining Wealth Enhancement Group in 2023, Erik worked as a Wealth Advisor with Ryan Financial and in both the home office and as a Financial Advisor with Edward Jones. He is a Colorado native and graduated from the University of Colorado. Erik holds the CERTIFIED FINANCIAL PLANNER™ designation.
Bio
Ariel’s impressive career in the financial services industry includes positions such as Associate Fixed Income Portfolio Manager, Municipal Bond Trader, Senior Investment Officer (responsible for managing over $8 billion in Fixed Income securities), Senior Vice President – Fixed Income, and Director of Fixed Income Investments. That’s an undeniably remarkable resumé that Ariel brings to his current role with Wealth Enhancement Group.
Bio
Karl joined Wealth Enhancement Group in 2015 and has been in the financial services industry since 2014. He began his career in client services and has since found his passion in trading. He currently resides in Hopkins and enjoys spending time with his dog Luna.
Bio
A Certified Public Accountant (CPA) with more than two decades of accounting experience, Alan is a seasoned financial sector veteran.As you would expect, given the length and quality of his career thus far, Alan’s expertise is as broad as it is impressive. His specialties include:
Bio
Eric is an accomplished professional in the financial services industry. In addition to helping clients navigate their financial futures, Eric directs the investment process for the firm’s entire fixed income portfolio. He is well versed in many fixed income strategies and sectors but spends a great deal of time focused on the investment grade corporate and municipal bond markets.
Bio
Although he formally began his career at Carroll Financial Associates, Inc. in 1998, Kris Carroll’s interest in investment management started much earlier. As the son of two CERTIFIED FINANCIAL PLANNER™ practitioners, he spent many evenings at the dinner table listening to his parents talk about the markets, investments, and helping their clients plan for retirement.
Bio
Angelica leads Wealth Enhancement Tax & Consulting Services’ West Coast team. For 14 years, she has helped her clients stay compliant with tax regulations and save on their taxes through her tax advisory, planning, and preparation work at Wealth Enhancement Group and previous tax and accounting firms.
