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Bio

Jim Sandager

Jim brings an extensive retirement income planning background to his team. He is a member of Ed Slott’s Elite IRA Advisor Group, which is one of the leading organizations in the country devoted to advanced retirement account taxation knowledge. He also co-authored “What Consumers Look for in Financial Planners,” an article published in the academic journal Financial Counseling and Planning.

West Des Moines, IA Sandager Team

Bio

Robert Standish

Robert has been a leader in the financial services space for many years, most recently as Managing Director of Wealth Management at BPU Investment Management. He works with clients to develop comprehensive financial plans that address all stages of life while incorporating estate and income tax planning.

Pittsburgh, PA Brahim Team

Bio

Brian Vnak

As Chief Advisory Officer, Brian leads the rapidly growing community of Financial Advisory Teams at Wealth Enhancement Group. He focuses on strategy and execution across advisor engagement (collaboration, communication), development (recruiting, training, succession planning), practice management (operational excellence and client/advisor experience) and business development (new money and net flows). 

Plymouth, MN

Bio

Ben Osborn

Ben started his career at Wealth Enhancement Group in 2015 by working as an intern for the Investment Management and Central Planning departments before joining the Burley Team in 2017. As a CERTIFIED FINANCIAL PLANNER professional, Ben specializes in working with individuals and families to help meet their financial goals effectively and efficiently. He believes that everyone should have access to comprehensive and customized financial advice.

Burnsville, MN Burley Team

Bio

Kate Maier

Kate has been a financial planner at Wealth Enhancement since 2007. Previously, she assisted in the management of trusts and portfolios for high-net-worth clients. She is involved with the Roundtable™ and provides her knowledge to help clients understand the best way to organize their estates to ensure their assets are passed in the most efficient way possible. Kate enjoys educating people about complex estate and financial strategies.

Plymouth, MN

Bio

Lorie Perry

Lorie is an investment professional with over 30 years in the financial services industry. In her role as Operations Director, Lorie oversees all things operations, management, compliance, and client services. She enjoys working directly with clients, getting to know them on an individual basis and providing them with a personalized service and experience that exceeds expectations. She is also a Notary Public.

Coronado, CA Gensler Team

Bio

Roger McConnell

Prior to joining the financial sector, Roger was a partner in his family’s franchise restaurant business for 15 years – growing from one to six restaurants. After the restaurants were sold in 2001, Roger transferred his business and investment experience to working with individuals as a financial advisor. Roger joined Wealth Enhancement Group in 2021 through the Vivid Financial Management acquisition.

Lompoc, CA Vivid Team

Bio

Tony Parrish

Tony joined Wealth Enhancement Group in 2015 and enjoys working with clients to deliver excellent service. A CERTIFIED FINANCIAL PLANNER™ Professional, he is a graduate of Minnesota State University, Mankato. Born and raised in Brainerd, MN, he enjoys outdoor activities and spending time with his wife Erica and daughters Leighton and Brekken.

Brainerd, MN Parrish Team

Bio

Scot Lance

Since starting his journey in the financial services industry in 1992, Scot has been fully dedicated to helping clients work toward their financial objectives by developing investment plans around their long-term goals and risk tolerance. His extensive experience in various types of markets and economies enables Scot to help clients structure balanced portfolios to address specific financial goals and needs.

Larkspur, CA Central Bay Area Team

Bio

Bret Kaye

A second generation financial advisor, Bret learned early in life the importance of balancing a budget, setting financial goals and managing risk through the lessons taught by his father around the breakfast table.

Warren, NJ Warren Team