Bio
In eight years as a tax professional, Paul has gained strong experience in serving high net worth Individuals including professional athletes, Partnerships, and S-Corporations. He began his career in audit, where he developed a strong foundation in financial analysis and reporting. Over time, he integrated these skills with a focus on tax, shaping a well-rounded public accounting career that emphasizes precision and strategic insight.
Bio
With a long-standing career in financial services, Max focuses on guiding clients through the most complex aspects of their financial lives. He is experienced in all areas of financial planning and investment management, whether working with business owners to develop a blueprint for achieving their financial goals or helping individuals and families make thoughtful financial decisions while building and preserving generational wealth.
Bio
Marti Awad has more than 30 years of experience working in the capital markets, first as a practicing tax attorney at one of the country’s top law firms and, for the past 24 years, as a private wealth advisor. Before that she worked in the tax consulting group of a national accounting firm. She joined Wealth Enhancement Group in 2021 through the merger of Cardan Capital Partners which she cofounded.
Bio
Chris began working in financial services at the Vanguard Group in 1997, leading technology projects for the firm’s personal financial planners. Chris found his professional calling and passion 8 years later when he guided his parents into retirement. He then navigated his career to become a financial advisor at Vanguard.
Bio
Derek began his career in financial planning in 2016 as a financial planning associate for Wealth Management Group. After earning his Certified Financial Planner™ designation in 2019, he then transitioned to financial planning coordinator for Wealth Management Group. Derek joined Wealth Enhancement Group in 2023. He connects with his clients through understanding and humor and brings an in-depth knowledge of the financial planning industry, processes, and software.
Bio
Jonathan got his start in the financial services industry in 2015 with an internship at Northwestern Mutual. Shortly after that he began working as an agent for New York Life. Jonathan joined Wealth Enhancement Group in 2023. He brings compassion, attention to detail and positivity to his role as financial advisor.Jonathan lives in Saratoga Springs, New York, and is known for being the family comedian. When not working, he enjoys golf and skiing.
Bio
Sean has worked in the financial services industry since 1987 when he became a licensed stockbroker. In 1989, he became a financial planner at IDS Financial Services, and later at Key Investments, before becoming an independent RIA at his own company, Adirondack Retirement Specialists, Inc. Sean joined Wealth Enhancement Group in 2023.
Bio
Edwina has a strong background in retirement and values-based financial planning. She has a passion for helping people understand what they truly value in their lives and how their values are intimately connected to their goals. She enjoys helping people understand how they are positioned financially with respect to important life goals, such as retirement and estate planning. Helping families, especially during life’s unplanned transitions, is something Edwina takes great pride in.
Bio
Zach joined Wealth Enhancement Group as an associate financial advisor with five years of previous experience as a research analyst intern and investment management intern. With his strong analytical background and relationship building skills, he provides exceptional service to his team’s clients, opening accounts, overseeing portfolio trades and other administrative duties.
Bio
Adam has been with Wealth Enhancement Group for more than 8 years, and he has earned his CFP® designation. He 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 joining Wealth Enhancement Group, Adam worked as a mortgage consultant and as an advisor for a large local financial institution. When he’s not working, he enjoys playing golf, sports, traveling, and spending time with family and friends.
