Bio
Originally from Taiwan, Lily was inspired to build a career in wealth management after growing up with a single mother who skillfully managed the family’s finances and taught her children the importance of managing their own resources wisely. She learned early on that the accumulation of wealth is less important than using it to support and to provide for one’s family and community.
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Nate began his career in the financial services industry in 2003 and has worked as a full-time wealth advisor since 2005. He joined Wealth Enhancement in 2021.
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David brings over 30 years of financial services experience to Wealth Enhancement. After 20 years at Janus Capital Group in Denver, Colorado, he held positions at several start-up firms in the private equity space. Most recently, he worked at Shelton Capital, a boutique manager that utilized a covered call strategy to produce additional income for clients’ portfolios.
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Mike is a Senior Vice President, Financial Advisor in the Plymouth, Minnesota office. Before joining Wealth Enhancement in 2003, he spent seven years in the information technology industry.As a family man, Mike enjoys coaching and attending his kids and grandkids activities in his spare time.
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Since joining Wealth Enhancement in 1997, Morgan is known as the “Retirement Income Specialist.” He has kept his focus on making potentially complex financial issues easy to understand for his clients. Using his extensive knowledge of investment, tax implications and the overall marketplace, he emphasizes overall portfolio diversification. Morgan is happily married to his wife Shannon and they have three children and two wonderful grandchildren.
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afernandez@wealthenhancement.com
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Chloé is a Senior Advanced Planning Manager on our Advanced Planning team, supporting Wealth Enhancement’s advisors and clients by providing high-quality, consistent financial planning advice and solutions. She has been with Wealth Enhancement for over 5 years and spent the 9 years prior in wealth management as a paraplanner and then an advisor.
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With more than four decades of experience in the investment industry, Bill’s long-term perspective adds depth and value for Wealth Enhancement clients. His primary focus is portfolio administration and risk management. Having invested through many market cycles, Bill has developed a deep appreciation for the benefits of strategic allocation.
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Will has over 5 years of experience in the Finance Industry. Will started his career in high-net-worth financial advising and moved to an advising role at a hedge firm, trading futures and options for business owners to manage their finances and risk. Will joined Wealth Enhancement Group in 2024 and is excited to bring his well-rounded knowledge of the markets to client’s comprehensive plans to achieve their goals.
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Tracey began her career in the financial services field at Merrill Lynch and subsequently co-founded Danison & Associates in 1997, where she worked for 27 years before joining Wealth Enhancement Group as a financial advisor. She especially enjoys working with women and young adults, helping them to develop strategies to achieve their long-term investment and retirement goals.
