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Bio

John Linge

John has been providing sound wealth management and investment advice to families since 1987. He joined Wealth Enhancement Group through the 2017 merger with CPA Retirement Planning. John uses his vast background in tax and finance to develop financial plans that are based on individuals’ specific goals and objectives. He currently is a member of the Board of Trustees of St. Johns Country Day School, serving on several committees.

Jacksonville - Orange Park, FL Linge-Reid Team

Bio

Melissa Beaumont

Melissa focuses on helping clients and others set and reach their financial goals by preparing and conducting reviews and developing and executing on financial plans. She also helps clients and others navigate and respond to a variety of concerns including life insurance cases, cost basis questions, and more. Melissa joined Wealth Enhancement Group through the 2018 partnership with Cimino Wealth Advisors. She and her husband Jay have two children and live in Beloit, WI.

Clinton, WI Cimino Team

Bio

Angie Rummel

Prior to joining the financial services industry, Angie worked as a human resources/benefits professional. Angie joined Wealth Enhancement Group in 2022 through the Hawkins Wealth Management acquisition. As a Financial Advisor, her goal is to ensure her clients are educated, informed, and totally comfortable with the plans that have been set in place to help them pursue their financial goals.

North Liberty, IA Hawkins Team

Bio

Mark J. Reed

Mark is a seasoned investment professional whose experience ranges from managing portfolios for high-net-worth individuals and families, endowments and foundations, to working closely with clients on their personal financial plans. Before joining Wealth Enhancement Group, he was a Portfolio Manager at North American Management and a Managing Director of Bush O’Donnell Investment Advisors.

St. Louis, MO North American Management Team

Bio

Brian Fricke

In 2022, Brian joined Wealth Enhancement Group through the acquisition of Financial Management Concepts, which he formed in 1991. From a very early age, Brian displayed entrepreneurial instincts. For example, he started his own neighborhood candy store when he was 10. He got a job at McDonald’s as a 15-year-old and was shift manager by the time he was 17.

Winter Springs, FL North Orlando Team

Bio

Colleen Johnson

Colleen has provided comprehensive financial planning and asset management services since 2007 and has 29 years of experience within the financial services industry. Colleen works collaboratively with her clients to establish wealth management strategies designed to reach the clients’ financial goals through each stage of their lives. Servicing clients’ needs and providing objective advice are Colleen’s top priorities.

Madison - John Q Hammons Drive, WI Gibson-Johnson Team

Bio

Amanda Pflaum

Amanda’s skills in investment management, tax planning and overall financial plan administration equip her to pinpoint her clients’ financial objectives and to develop effective strategies to work towards those goals. She’s compelled to provide an exemplary level of service, striving to improve the client experience and efficiencies within the firm.

New York - Grand Central, NY New York-Grand Central Team

Bio

James Hedstrom

James is recognized as a specialist on tax and investment strategies for retirement income planning and education funding. He helps clients pursue their financial goals through a strategic process. He determines which strategies from the various areas of financial planning are relevant to a client and what combination of strategies helps provide the family with the strategic process to work towards their objectives simultaneously.

Charlotte, NC Hedstrom Team

Bio

Jim Wiley

Jim has more than 35 years of experience in the financial services industry, including years spent with Morgan Stanley. Throughout his career Jim has helped clients with life planning, coaching them on how to help achieve their vision by leveraging their financial resources and focusing on work-life balance. This led him to form Live Your Vision, LLC in 2009 and enter into a partnership with Wealth Enhancement Group in 2019.

West Conshohocken, PA Main Line Team

Bio

Edward Silbert

For more than two decades, Ed has been a respected Massachusetts-focused investment advisor and financial planner based in Burlington. Over those years, Ed has been committed to helping individuals, families and small businesses with asset management, retirement planning, tax planning issues, education planning and estate planning. Ed joined Wealth Enhancement Group in 2022 through the Pinnacle Private Wealth acquisition.

Burlington, MA Pinnacle Team