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Bio

Mason Schauer

Mason began working in the financial services industry in 2023, first as an intern and later as a paraplanner. In his current position at Wealth Enhancement, he works closely with senior financial planners to develop and implement comprehensive financial strategies for their clients. He may also conduct detailed financial analyses, while maintaining ongoing effective communication with clients. Mason lives in Wrightstown, Wisconsin.

Bio

Nicholas Jefferies

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Jessica Tierney

Jessica combines a disciplined planning approach with a deep commitment to long-term client relationships. She works alongside clients as they approach retirement and throughout the years that follow, helping them navigate tax considerations, income strategy, and investment decisions with clarity and intention.

Bio

Fred King

With 20+ years of experience in comprehensive financial planning, Fred is known for his thoughtful approach, deep technical knowledge, and genuine commitment to client relationships. He believes effective planning begins with truly understanding each client’s personal history, values, goals, and objectives—because financial planning is never just about numbers; it’s about people.

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Rodney Cook II

Rodney Cook, CFP®, CEPA®, is a Vice President and Financial Advisor at Wealth Enhancement Group with nearly 20 years of experience helping individuals, families, and business owners navigate life’s most meaningful financial transitions. From designing sustainable retirement income strategies to guiding business owners through the complexities of exiting their companies, Rodney brings clarity, warmth, and strategic foresight to each client relationship.

Bio

James Sager

James Sager, CFP®, ABFP™, is a Vice President and Financial Advisor at Wealth Enhancement with over 20 years in the industry. Prior to taking on the responsibility and privilege of working directly with clients, James’s early career was spent with FocusPoint Solutions, Inc., where he worked closely with fee only financial advisors as a relationship manager before moving into the role of Director of Implementation and Development.

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Katherine Keppel

Katherine brings more than 30 years of experience to her role as a Financial Advisor at Wealth Enhancement Group. With deep expertise in financial planning, investment management, and client service, she is known for her ability to help clients think beyond the obvious and explore possibilities they may not have previously considered.

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Larry Hanslits

With a career spanning more than half his life, Larry is known for his ability to simplify complex financial concepts and guide clients through some of the most meaningful transitions of their lives. He works closely with business owners on retirement strategies, business transition planning, and the emotional and financial challenges that come with stepping away from a career they’ve built and love.

Bio

Aidan Beaton

Aidan brings thoughtful guidance and a client first mindset to her work, helping individuals and families build clarity and confidence around their financial futures. A CERTIFIED FINANCIAL PLANNER™ professional, Aidan specializes in partnering closely with clients to understand their goals, organize their financial lives, and create plans that support long term success.

Bio

Stephanie Roberts

Stephanie brings a strong blend of operational knowledge, regulatory expertise, and client focused financial planning to her role. Stephanie is dedicated to helping clients understand their options, make informed decisions, and build confidence in their financial futures.