Bio
Nick began his career in the financial services industry in 2022 as an intern with Wealth Enhancement, transitioning to a full-time position as a financial planning assistant after graduation from college. He is dedicated to delivering great service to his clients and focuses on working in the client’s best interests, from client onboarding to operations and trading.
Bio
Jimmy has over 15 years of experience working in the wealth management and advisory industry as a financial analyst and financial planner. He holds both the CFA® and CFP® designations, as a sign of commitment to delivering the highest standard of service in both investment management and financial planning.
Bio
Joe brings 20+ years of experience in insurance planning to his current position as Director of Insurance at Wealth Enhancement. Previously, he served as a regional vice president in insurance brokerage sales, helping advisors identify and offer life, disability and long-term care insurance to clients. Joe believes a successful financial plan is built on a strong foundation of protection through life, disability and long-term care insurance planning.
Bio
Jeff brings more than 20 years of experience in the financial services industry and has dedicated himself to understanding the needs and priorities of individuals and families. He focuses on providing clients with comprehensive financial advice and investment strategies designed to grow and preserve wealth. Jeff started his career as an equities trader for a small firm in New York.
Bio
klynn@wealthenhancement.com Ken is recognized as a founding member of the esteemed Kings Point Team. His journey in the finance industry commenced with Smith Barney, where he honed his skills as a financial advisor, following the successful launch and eventual sale of a lucrative entrepreneurial venture.
Bio
With a career that spans financial services, law and international affairs, Sarah brings deep knowledge to the firm. She has been integral to shaping financial strength for individuals and families by providing comprehensive, customized financial advice and investment strategies designed to grow and preserve wealth. Sarah has worked as a wealth management advisor for more than a decade. Prior to that, she was a practicing family law attorney.
Bio
Nate is a seasoned professional with more than 20 years of experience in the financial services industry and leads the MACRO Team. Nate grew up at Ameriprise Financial and has always believed that a comprehensive approach can simplify a client’s life, inspire confidence and reduce stress. He attaches great importance to financial planning, the value of good advice and the importance of helping clients identify biases that may exist in their decision-making process.
Bio
Alex started his time at Wealth Enhancement Group as a Client Service Associate, becoming the liaison between advisors and clientele. Obtaining his CRPC designation, Alex was promoted to Associate Financial Advisor where he engages in financial planning, investment management, and product research. Alex strongly believes in a collaborative approach to help clients achieve financial well-being.
Bio
Tom is a seasoned professional with decades of experience in the financial services industry. In one of his earlier roles, Tom worked as a Financial Planner for one of the world’s largest tax advisory firms. His skills cover all aspects of wealth management including retirement income planning and employer benefit plans. In his current role, Tom maintains all aspects of the client relationship; including comprehensive portfolio recommendations, client review meetings, and financial analysis.
Bio
Kyra joined Wealth Enhancement Group in 2017 as a member of the central Trade Desk. She later moved to the Dustin Smith Team where her primary focus was on providing excellent customer service to clients. Currently, as a CFP ® professional, Kyra assists in developing, monitoring, and adjusting financial plans while working with clients directly as a financial advisor. In her spare time she enjoys golfing, biking, and relaxing at the cabin over the summer with family and friends.
