Bio
Bruce has been in the financial services industry since 1983 and is one of the founders of Wealth Enhancement Group. Since 1997, he has hosted the “Your Money” radio show, a weekly program that focuses on delivering financial advice in a straightforward, jargon-free manner. Bruce also joins the “Mid-Morning” crew on WCCO-TV each Tuesday morning to discuss relevant, consumer driven topics.
Bio
George is deeply committed to helping clients achieve and sustain financial confidence throughout retirement. His professional experience and in-depth knowledge make him exceedingly qualified to give advice on nearly any personal finance topic. As a corporate Tax Auditor for the New York State Department of Tax & Finance in 1991, he gained extensive knowledge on how to read financial statements and develop strategies to minimize income taxes.
Bio
Preston has served institutions and families in the financial services industry since 2006. He believes that everyone should have access to comprehensive, customized, objective financial advice. Preston works along with the Roundtable™ to tailor expert advice for each client by integrating their life goals with personal finance. He prides himself in making high-level financial strategies and concepts clear and easy to understand.
Bio
Ray’s experience in the financial services industry spans almost 40 years, including time spent as the head of equity trading at JP Morgan. During his career he developed a passion for the philanthropic space both personally and professionally. He enjoys helping clients incorporate charitable giving into their overall financial strategy and hopes to increase the impact of that giving, as well as engage other family members in the giving process.
Bio
As a CERTIFIED FINANCIAL PLANNER™ professional, Steve combines over 25 years of experience along with his technical expertise and communication skills to solve comprehensive planning issues. He understands that a successful plan relies on implementation, ongoing monitoring, and fine tuning. Through his exceptional client service team and the expertise of Wealth Enhancement Group, he is able to help ensure that his clients’ values become reality.
Bio
In working with other nationally known firms in the past, Amanda found that it was simple to distinguish how unique Wealth Enhancement Group is. Amanda manages the client review process and provides financial planning support in a values driven manner to the team and to our clients. She is currently working toward obtaining her CERTIFIED FINANCIAL PLANNER™ designation in order to provide additional knowledge and better service to our clients.
Bio
David has assisted clients with integrity, understanding, and respect for nearly two decades. His goal at Wealth Enhancement is to bring financial services experience, Biblical wisdom, comprehensible communication, and a client focus together as an advocate for his clients’ financial wellbeing.
Bio
It was 1993 when Derek commenced his long journey within the financial sector. Almost three decades later, he joined Wealth Enhancement Group in 2022 through the Titus Management acquisition. Over the course of his career, Derek has provided fee-based investment advisory services, traditional brokerage services, in-house market research, as well as management of individual, trust, retirement/qualified, and nonprofit accounts.
Bio
Todd has been working with small business clients and individuals since 1996. An active supporter of his community, Todd has worked with the Anderson Animal Shelter, a Chicago-area anticruelty society, for more than 10 years. Todd is an multi-winner (2017-2023) of the “FIVE STAR Wealth Manager” award.* He is also involved with Immanuel Lutheran Church, as well as the Kane County Forest Preserve. Todd currently resides in West Dundee with his wife, Lisa.
Bio
For Damien, maintaining the highest level of professionalism and integrity with clients is paramount. He has helped clients prioritize, organize, and simplify their financial matters and has experience in investment, retirement, estate and insurance planning.
