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Bio

Dean Danison

Dean brings 30-plus years of experience in the financial industry to his current position as a financial advisor with Wealth Enhancement Group. Dean and his wife, Tracey, co-founded Danison & Associates Inc., a registered investment advisory firm that provided investment advisory services for over 25 years to large pension and profit sharing plans, and wealth and financial planning services to individuals and small businesses.

Columbus, OH Danison Team

Bio

Bruce Santjer

Bruce has worked with Wealth Enhancement Group clients for more than 25 years, first as the head of portfolio management and now as a Financial Advisor on the Santjer-Beissel-Weiland team. Bruce is a multi-winner (2017-2023) of the FIVE STAR Wealth Manager award as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.* Before working for Wealth Enhancement Group, Bruce gained experience as an analyst for a large regional broker-dealer and a regional bank.

Plymouth, MN SBW Team

Bio

Danny Frederickson

Danny provides clients with comprehensive and actionable wealth strategies and advice. He works collaboratively with clients to design investment and planning solutions for retirement, asset preservation, education, and legacy planning. Danny joined Wealth Enhancement Group in 2022 and has spent a majority of his career in portfolio management. Danny lives in Windsor, Wisconsin with his wife, Morgan, and their three kids Hatte, Eloise and Grant.

Madison - John Q Hammons Drive, WI Tim O’Brien Team

Bio

Austin Budnack

Austin Budnack has a clear and simple goal as a financial advisor: to provide his clients with financial peace of mind. He believes there is no cookie-cutter method to financial planning, so Austin offers a comprehensive approach to cater to client’s specific needs and goals. Whether it’s wealth management, budgeting, tax planning, insurance needs or retirement planning, Austin finds enjoyment in creating the optimal solution to each client’s unique situation.

Fort Myers, FL Scroggins Team

Bio

James Simonaro

James moved into the financial sector to pursue his passion for helping others achieve their financial goals after spending time in the retail industry. James joined Wealth Enhancement Group in 2021 through the Vivid Financial Management acquisition. James uses his skills and his qualifications to help lead the team in implementing the practical benefits of computer science to the business.

Orcutt, CA Vivid Team

Bio

John Ellard

John has been immersed in the wealth and estate planning community his entire career. He has a special interest in helping individuals and families develop an enduring legacy based on their own values through philanthropy. His involvement in the Philanthropic Advisor Leadership Institute, Children’s Healthcare Legacy Advisor Council and the Atlanta Estate Planning Council has strengthened his resolve. John was also a Five Star Wealth Manager Award Recipient (2017-2019, 2021-2023)*

Atlanta, GA Sandy Springs Team

Bio

Dennis R Huergo

Dennis is dedicated to personal financial planning and an expert at aligning financial concepts with the specific goals of his clients. He excels at simplifying intricate ideas and enabling individuals to confidently steer their financial decisions with clarity and trust. Previously at Altfest Personal Wealth Management and Facet Wealth, he planned strategies for high-net-worth clients.

Warren, NJ Warren Team

Bio

Jay Butler

Jay began his career with Price Waterhouse in New York, working as an auditor while earning his MBA in both accounting and finance and earning his CPA license. As a fluent speaker of German and French, Jay transferred to Zurich, Switzerland where he worked on a due diligence assignment assessing the value of a small investment management practice. This experience led to Jay’s interest in a career in investing.

Oakland, CA BTR Team

Bio

Tim Maher

Tim has completed a decade-long vocation in the non-profit sector, supporting the philanthropic needs for higher education, social services, and health care organizations in the New York and New Jersey area. Previously, while working with Rochester Regional Health Foundations, Tim worked with philanthropists and their advisors on developing charitable estate plans. Tim joined Wealth Enhancement Group in 2021 through the QCI acquisition.

Pittsford, NY QCI Team

Bio

Kara Mancuso

Kara brings over 25 years of financial expertise and operational excellence to the QCI Team. She leads the areas of portfolio accounting and document management and enhances our external relationships by creating high-quality experiences for both clients and vendors. A graduate of SUNY Brockport, she previously worked as an Assistant Corporate Controller at LeChase Construction Services, LLC. Kara joined Wealth Enhancement Group in 2021 through the QCI acquisition.

Pittsford, NY QCI Team