Bio
In his current role, Matt leads the Technology Development team that is in charge of all application development and data integrations. His prior experience was with Wells Fargo and US Bank, utilizing his background in Finance. Matt lives in Rogers, MN with his wife Tammy and their son. He enjoys golfing, traveling and spending time at the cabin with his family.
Bio
Jeanelle is a tenured human resources professional responsible for the HR function at Wealth Enhancement Group. Her team focuses on strategic HR business planning, employee engagement, talent management and compensation and benefits. She has over 20 years’ experience in human resources working with startups, and both small and large financial services firms.
Bio
Jennifer has more than 14 years of experience in the financial services industry. She joined Wealth Enhancement Group in 2021 through the merger with Pillar Pacific Capital Management. Prior to joining Pillar Pacific in 2012, she held positions at Nigro Karlin Segal & Feldstein, LLP and Shoedazzle.com. Jennifer specializes in advising on clients’ tax, retirement, and next-generation planning needs.
Bio
Cory is passionate about working with clients to create and manage a comprehensive financial plan, helping them pursue their financial goals. He is a graduate of Franklin & Marshall College, earning a B.A. in Business, Organizations and Society with a concentration in Finance. Cory spent five years working at PNC Wealth Management in Cleveland, OH before relocating back to the Philadelphia area to focus on providing fee-only financial, investment, and estate planning advice to clients.
Bio
Bryan joined Wealth Enhancement Group in 2023, bringing over 15 years of experience in financial services and technology with a focus on sales leadership, customer success, and digital innovation.
Bio
Peter has more than 40 years of experience in the financial services industry. He spent the first half of his career with Morgan Stanley in treasury management; his roles included European Treasury based in London and Treasurer of Morgan Stanley Trust Company. Through this experience, he has become well-versed in balance sheet management, cash management, hedging and insurable risks.
Bio
Brian creates financial plans, provides investment consulting, and manages assets for clients by implementing and monitoring prudent investment strategies. With more than 20 years of experience working as a financial advisor, Brian assists both businesses and individuals with making sound financial decisions that will aid them with their immediate and long-term goals.
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John’s 30 years of experience at Campbell Soup Company in executive compensation and employee benefits provides him with extensive knowledge of the tax implications of stock options, restricted stock programs, other incentive programs, deferred compensation, 401(k) and pension plans and employee benefits.It’s John’s comprehensive depth of knowledge and experience that enables him to provide our advisors and clients with the objective tax planning advice they need.
Bio
Paul has provided financial advice to families and individuals since 1998. He specializes in developing wealth management plans with a focus on executive compensation, pensions and benefits. Paul also specializes in post-divorce financial planning. A CERTIFIED FINANCIAL PLANNER™, he enjoys working with a range of clients from CEOs to retirees, helping them to focus on their plans for the future while leveraging his tax and accounting experience.
Bio
Michael joined Wealth Enhancement Group in 2022 through the Pinnacle Private Wealth acquisition. As an experienced Financial Advisor, Michael focuses on assisting his clients with strategic retirement planning, strategies designed to preserve and grow their assets, and planning for the future through customized financial analysis. One of Michael’s areas of experience is retirement planning, providing investment management services to individuals, endowments and retirement plan sponsors.
