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Bio

Terry Kerber

tkerber@wealthenhancement.com

Eden Prairie - North Office, MN Kerber-Stancek Team

Bio

In 1978, Ron founded Sadoff Investment Management. Prior to starting his own company, Ron honed his financial and investment industry skills working as an institutional investment and research strategist. His successful investment style and strategy has been written about in Forbes, Money, Barron’s, the Wall Street Journal and Investor’s Business Daily. Ron has been inducted into Research Magazine’s Advisor Hall of Fame.

Milwaukee, WI Sadoff Team

Bio

David B. Himmelreich

David brings over three decades of experience in the financial services industry to his role as Senior Vice President, Financial Advisor. He joined Wealth Enhancement Group through the 2016 merger with HHG & Company. David is an multi-winner (2018-2023) of the “FIVE STAR Wealth Manager” award.* David is a member of the Pennsylvania Bar and is admitted to practice before the U.S. District Court, U.S. Tax Court and the IRS.

Darien, CT Himmelreich Team

Bio

Chason Trahan

Chason began working in the financial services industry in 2011 in a consultant capacity to financial advisors throughout North and South Carolina. He collaborated with financial advisors and their clients to design and implement wealth transfer and legacy planning strategies. Throughout his career, he has been active in the financial services community.

Charlotte, NC Trahan-Bowyer Team

Bio

Deborah DeMatteo

Debbie began her career working for a large financial planning firm in Westchester County, and quickly realized she would prefer an environment where she could build closer relationships with her clients. That desire motivated her to launch 10-15 Associates, a wealth management firm focused on independence, quality investment management, and putting the client’s priorities first, with her husband, Mike DeMatteo. Debbie enjoys cooking, working out, and traveling.

Fishkill, NY 10-15 Team

Bio

John Stratton

John’s passion is helping clients to simplify their financial lives. He began his career as an auditor and systems consultant for a national accounting firm, later joining BTR Capital Management in 1993 and serving as the firm’s President from 2008.

Oakland, CA BTR Team

Bio

Patrick Doherty

Patrick focuses on eliminating his clients’ financial worries. His first step is simple: he listens. After gaining an understanding of client concerns, he aims to develop strategies to generate predictable streams of income that support client goals while minimizing the risks that may derail their lifestyle. He launched his career as a financial advisor in 2002 with Morgan Stanley.

Danbury, CT Doherty Team

Bio

Alex Gault

Alex joined Wealth Enhancement Group after working for Hightower Advisors as a Private Wealth Advisor. Prior to Hightower, Alex worked as a Mortgage Loan Originator at EverBank, as well as a Sales Associate at CNL Securities. Throughout his career, Alex has worked closely with high-net-worth families, individuals, and business owners to create tax smart investing and advanced planning strategies.

Bradenton, FL Integra Team

Bio

Daniel Hyland

Dan has been assisting individuals and business owners with financial planning and asset management for nearly 40 years. As a CERTIFIED FINANCIAL PLANNER™ Professional, he has been a guest speaker on investments and planning for numerous groups and specializes in financial planning, retirement planning and asset management. A lifelong resident of Madison, Dan is married with two children and four granddaughters. He enjoys traveling, playing golf, tennis, and supporting the Badgers.

Madison - Science Drive, WI Hyland Team

Bio

Kevin Saylor

Prior to joining Wealth Enhancement Group in 2022, Kevin spent most of his financial services career (which began in 2005) with Merrill Lynch and Ameriprise, mainly as a Financial Advisor, Financial Planner, and Portfolio Manager. Previously, Kevin had worked for 15 years in human cytogenetics, analyzing the chromosomes of children with leukemia. Everything he did was deeply analytical, which made for fairly seamless transition to analyzing portfolios and client situations.

Alpharetta, GA Petcovic Team