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Bio

David Baker

In addition to advising clients, David shares leadership responsibility for investment and business development strategies. His previous experience includes roles at Berents & Hess, Rivendell Capital, Cilluffo Associates LP, PNC Financial, and Lehman Brothers. He is also a member of CFA Society Boston. David joined Wealth Enhancement Group in 2021 through the North American Management merger. 

Boston, MA North American Management Team

Bio

Mindy Ying

Mindy has over 43 years of experience in investment, financial and wealth management. She began her banking career with Toronto Dominion Bank and Citibank in Taipei, Taiwan. From there she went on to working in accounting and financial analysis with Union Oil Company of California and Adobe Oil & Gas Company.

San Marino, CA Pillar Pacific Team

Bio

Brice Oldham

Brice’s client-centered approach enables him to develop strong relationships with his clients. He takes the time to truly listen to his clients to ensure that he understands their unique circumstances because he knows the answers lie in the details. He specializes in retirement planning, business succession, and investment management.

Charlotte, NC Oldham Team

Bio

Rachel Garza

Over the course of her working life, Rachel has successfully combined her professional skills with an ongoing passion for helping others. For 11 years, Rachel worked in sales in the pharmaceutical device industry, before (with encouragement from her own financial professional) making the move into the wealth management arena.

Houston - West Houston, TX Fitzgerald-DeShane Team

Bio

Chris Baker

Chris made the transition into the financial industry in 2014 because he has a passion for helping people reach and surpass their financial goals in retirement. He is a firm believer in building lasting relationships with clients, getting to know them deeply in order to best help them achieve their goals. He listens to clients with great attention to detail as they work together to identify specific objectives. Married with a mixed family, Chris has deep family loyalty.

Raleigh, NC Carroll Team

Bio

Christina Galloway

With a background in technology and business strategy for companies including Target and U.S. Bank, Chris provides a seasoned perspective, working with the Executive Leadership Team to align departmental strategy or direction with the organization’s overall goals.  She has more than 25 years of professional and leadership experience with roles in project management, business analysis and process development, including over ten years of experience in the financial services industry.

Plymouth, MN

Bio

Jason Warner

Jason brings more than 20 years of experience in Information Technology to his role as Vice President, Platform Infrastructure, where he oversees all IT operations and infrastructure. His background includes driving technical strategy, architectural direction and process improvement for a leading multinational technology company and one of the largest department store retailers in the US. Jason resides in Albertville, MN with his wife Rebecca and their three children.

Plymouth, MN

Bio

Tim Hawkins

Prior to joining Wealth Enhancement Group in 2022 through the Hawkins Wealth Management acquisition, Tim’s career in the financial sector saw him working for a variety of large insurance and investment companies, before founding his own wealth management company. Tim utilizes a holistic approach to financial advising – one that focuses on successful wealth management and exceptional client service.

North Liberty, IA Hawkins Team

Bio

Shawn Scott

Shawn has worked in financial services for 26 years. In his early career he designed and managed corporate retirement plans and segued into advanced plan design. In 2008, Shawn expanded into individual advising, focusing on wealth management for business owners and high net worth clients.

Cincinnati - Hunt Road, OH Shawn Scott Team

Bio

William Muething

Will entered the financial services sector in 2015 and has been a key member of the Bohmer Kilcoyne Team since January of 2018. Shortly thereafter, Will completed his CFP professional designation and uses his technical skills on a daily basis in the ongoing financial planning process for each client. Will utilizes his experience to analyze portfolios, prepare long term retirement income projections, develop college savings strategies and complete personal insurance reviews.

Cincinnati, OH Bohmer Kilcoyne Team