Bio
Chris has worked in financial services since 1990. He believes that portfolio management and advice begin with a comprehensive financial plan. Striving to provide clients with education and good counsel that will help them to achieve lasting financial security, Chris seeks to help those intent on a secure retirement.
Bio
Lynne has been in the financial markets since college when she took her first student loan, invested it and never looked back! She began her professional journey in Information Technology as a Software Engineer and Technical Leader. She quickly rose up the ranks and in the early 1990’s, she decided to launch an IT consulting business in the Washington DC metro area. While running her company as CEO, Chief Architect and Principal Consultant, she also enjoyed doing all the qualified retirement
Bio
Emily has more than 23 years of experience in the financial services industry and has been practicing as an advisor since 2010 with a focus on developing long-term, personal relationships with her clients. She works closely with individuals and families facing life transitions with a specific focus on financial and retirement income planning. Emily grew up in Charlotte and is a graduate of Charlotte Country Day School.
Bio
A planning-oriented advisor, Erik serves a key role on the Roundtable team of specialists and advisors by focusing on clients’ unique needs and situations. Erik has vast experience in the financial and investment industry that started in 2004. Erik provides personalized financial management and advice designed to help his high-net-worth clients reach their financial goals. He is interested in building long-term relationships based upon mutual trust and understanding.
Bio
With more than 20 years of experience in retirement planning, investment consulting, and futures trading, Sean specializes in helping businesses understand how qualified retirement plans work and what options will best meet their specific needs. He also creates and conducts employee education and fiduciary review meetings for businesses. In addition, Sean performs investment reviews for retirement plan sponsors, as well as for individual clients.
Bio
Tarah has worked in the financial services industry since 2013, joining Wealth Enhancement Group in 2023. With her robust background in financial statement audit, tax and financial reporting, Tarah has a knack for financial analysis and a commitment to client success. She is dedicated to empowering her clients to make informed financial decisions.
Bio
Lisa works collaboratively with clients to establish wealth management strategies designed to achieve their financial goals. She enjoys servicing clients’ needs and helping clients during different stages of their lives. Prior to joining Wealth Enhancement Group, Lisa worked as a financial advisor for a Madison-based financial institution. In her free time, Lisa enjoys spending time with family, road biking and hiking. She is married and lives in Middleton, WI.
Bio
Brandon Mather joined Wealth Enhancement in 2023 as a member of the Gensler Team. With more than 17 years of experience in financial services, he advises individuals, families, and business owners as they navigate important and often complex financial decisions. His approach is thoughtful, strategic, and highly personalized, with each recommendation grounded in a clear understanding of the client’s goals, values, and priorities.
Bio
Jeff Dekko is Chief Executive Officer of Wealth Enhancement, bringing more than 35 years of experience leading teams in marketing, finance, operations, and technology to his role.
Bio
Lisa has 12 years of experience in the financial services industry. As a financial advisor at the Wealth Enhancement Group, she works with the Streff team to build and maintain client relationships. She is dedicated to delivering exceptional client service to their clients by using a comprehensive planning approach and developing customized strategies to help clients define and achieve their long-term goals.
