Search

Filters

Content Type
Topics
Showing 31-40 of 4196 results

Bio

Mark Williamson

Mark brings decades of experience in both financial services and information technology to his current role as financial advisor at Wealth Enhancement Group. He enjoys helping his clients understand how their values can shape their financial plan for retirement and estate planning strategy. He works closely with our Roundtable team of specialists to ensure that his clients’ plans are covered from all angles.

Rochester, MN Williamson Team

Bio

Alex Moore

Alex joined Wealth Enhancement Group in 2022, transitioning from an independent advisory firm in Maitland, where he was a partner. Growing up in St Augustine and Jacksonville, Alex fell in love with Central Florida after attending Stetson University in DeLand. 

Winter Springs, FL North Orlando Team

Bio

Thomas Affleck

Tom joined Wealth Enhancement in November 2021 as an investment analyst specializing in fixed-income research and trading. Previously, he spent a decade as a senior buyer for a large automotive group, making purchasing decisions for nine different automotive franchises. Tom’s passion for financial markets caused him to change career tracks and enter the wealth management industry.

Pittsford, NY QCI Team

Bio

Adam Mark

Adam got his start in the financial services industry in 2008 as an intern with Wealth Management Group. Adam joined Wealth Enhancement Group in 2023. His success as a financial planner is the result of his unwavering commitment to professionalism and personal service. He is dedicated to learning about his clients’ personal goals and priorities and working with them to build a unique financial security plan that best fits their financial objectives.

Rochester - Winton Road South, NY 321 Team

Bio

Justin Yochum

Justin began his career at Selway Asset Management in 2000 as an intern and became a partner in 2012.

Boise, ID Selway Team

Bio

Scott Brassey

As a senior vice president of Wealth Enhancement Group, Scott has 40 plus years of capital market and portfolio management experience. Scott’s career in capital markets began in 1984. Prior to joining Wealth Enhancement Group in 2025 his background included fixed-income trading and management, financial derivatives and foreign exchange trading and portfolio management. Scott joined Burroughs and Hutchinson in 1997 a locally owned Investment Management firm founded by his father in 1967. Burro

Boise, ID Selway Team

Bio

Danielle Bugni

With over 25 years in the investment advisory industry, Danielle brings comprehensive knowledge to her current position as a financial advisor with Wealth Enhancement. She uses a customized, client-centric approach to portfolio management, securities research, trading, client service, operations and compliance. A long-time resident of Boise, Idaho, Danielle enjoys spending time with family and friends, reading, mountain biking and crocheting. 

Boise, ID Selway Team

Bio

Brian Kerns

Brian began his career in retail banking in 2010. Over the years, he has held various roles as a VP Financial Advisor, investment officer, investment solutions representative, regional sales director — and his current position as a financial advisor with the Cardan Team at Wealth Enhancement.

Denver - Cherry Creek, CO

Bio

Jenn Krueger

With over 17 years of experience in the financial industry, Jenn brings significant knowledge and experience to her clients as a seasoned financial advisor with Wealth Enhancement. Jenn’s career began with a focus on employer-sponsored retirement plans, where she excelled in teaching people about investing, retirement planning, Social Security strategies, and more.

Denver - Cherry Creek, CO Krueger Team

Bio

Doug Huber

Doug Huber brings 19 years of financial services experience to his current role of Deputy Chief Investment Officer at Wealth Enhancement. In his role, he is responsible for driving the investment process for portfolios managed by Wealth Enhancement Advisory Services (WEAS), leading functional investment areas, and monitoring the investment landscape to ensure advisors have competitive solutions and the highest quality investment choices available to offer clients.

Boston, MA