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Bio

Jeremy Chang

Jeremy has more than 16 years of operations and program management experience and has held positions with Integra LifeSciences and The United States Air Force. In his current role, he is responsible for establishing strong client relationships by understanding their goals, needs and concerns. He delivers fundamental and complex guidance to customers, using retirement, income and investment management tools and implementing a wide array of complex financial strategies.

San Marino, CA Pillar Pacific Team

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Michael Bohmer

Since entering the wealth management field in 1995, Mike has experienced a wide variety of market conditions. He understands the dynamics of risk management, and whatever type of market forces are in play, Mike has maintained a few consistent and unwavering principles: Do everything in the absolute best interest of the clients. Make complicated issues easy for clients to understand. Always remember that the most essential part of a conversation is what the client has to say.

Cincinnati, OH Bohmer Kilcoyne Team

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Mike Stefano

Mike brings more than 47 years of financial services experience to his role at Wealth Enhancement Group.

Plymouth, MN

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Conrad Kerber

ckerber@wealthenhancement.com With more than two decades of wealth management experience, Conrad applies his vast knowledge of investments and insurance products to help clients make the most of their financial lives. When supporting clients, he focuses on preserving their assets and lifestyle while strategically pursuing their most important goals.

Eden Prairie - North Office, MN Kerber-Stancek Team

Bio

Robert Gordon

Robert Gordon brings almost 20 years of experience in the financial services industry and a skilled focus in 401(k) plan establishment, portfolio construction and financial planning for high net-worth clients and their families, small and medium-sized businesses and not-for-profit organizations. Rob joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition.

Miami, FL Gordon-Fingerhut Team

Bio

Jeff MacAskill

After graduating from the University of California at Santa Barbara, Jeff began his career as an educator, teaching physics and mathematics for two years as a Peace Corps volunteer. He then spent ten years teaching accounting and business software in Oakland, before making the transition from education to accounting consulting in 2004.

El Cerrito, CA InConcert Napa Valley Team

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Bruce A. Mandel

Prior to starting his long and distinguished career in the investment industry, Bruce gained broad entrepreneurial and business experience in the real estate, import/export and restaurant industries. But it’s been in the financial sector where Bruce has made a lasting impact. In a career well into its fifth decade, delivering consistent success at the highest echelons of business (including co-founding his own firm), Bruce’s enthusiasm and energy remain undiminished.

Los Angeles, CA Oakwood Team

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Lisa Trama

Lisa has over 14 years of tax and accounting experience at Wealth Enhancement Group and prior firms. She began her career as an auditor for Deloitte & Touche before finding her passion as a tax professional.

Orcutt, CA Vivid Team

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Aaron Robertson

Over the course of almost two decades, Aaron has built a reputation as an experienced Financial Planner, specializing in retirement planning. Aaron joined Wealth Enhancement Group in 2022 through the Hawkins Wealth Management acquisition. Aaron believes that the cornerstone to financial planning is understanding that everyone’s economic and life situation is unique. He takes the time to listen to clients’ goals and passions, and then creates a customized plan to help pursue them.

North Liberty, IA Hawkins Team

Bio

Louis Feldman

As a financial advisor who is a Certified Financial Planner, Certified Public Accountant, and an Attorney, Louis is able to offer a unique perspective to clients, while at the same time maintaining the necessary integrity and trust that comes with over 15 years of professional experience. Louis joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition.

Miami, FL Feldman-Pitlosh Team

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