Bio
Matthew brings over 30 years of experience in portfolio management to his current position as a financial advisor with Wealth Enhancement Group. He previously held positions with Merrill Lynch, Wells Fargo Advisors and Raymond James, before serving as the Founder and Managing Director of XO Wealth Management as a discretionary manager.
Bio
Daniel launched his career in finance in 2000 as a corporate financial planner and analyst at Clorox. In 2013, he shifted into personal financial planning with Northwestern Mutual. In his current position as a senior financial planner with the Wealth Enhancement Group, Daniel helps his clients navigate complex financial decisions, focusing on tailored strategies for long-term success.
Bio
Meet the Lighthouse TeamA native of Upstate New York, Katy loves the snow. After graduating from The Pennsylvania State University, she transplanted to Boston where she participated in the AmeriCorps VISTA program. After her year of AmeriCorps service was complete, Katy earned her Masters of Business Administration with a concentration in Business Analytics at Simmons College.
Bio
Matt has spent the past 18 years of his career focusing on business development and client-facing advisory roles in the financial services industry. Before joining Wealth Enhancement, Matt spent five years as a Senior Business Development and Wealth Advisor at The Mather Group, two years as a VP/Regional Director with Doyle Wealth Management, two years as a VP/Regional Manager with Bank of the West, and nearly eight years with Fidelity Investments.
Bio
As a financial advisor with Wealth Enhancement, Damon develops comprehensive financial plans for his individual and business clients that often include distribution plans for retirement, hands-on investment management strategies, tax planning, and business analysis, as well as estate and risk management strategies.
Bio
Charles has over 10 years of experience in the financial planning industry. He has spent much of that time working within the medical and veterinary communities, helping MDs and DVMs to understand the fundamentals of building a well-rounded portfolio and navigate all aspects of retirement planning. He has had the privilege of speaking with VBMA chapters across the country and serves as Treasurer and a board member for the Wisconsin Veterinary Medical Foundation.
Bio
Patrick enjoys talking with clients about their investment portfolios and understanding what level of risk is necessary to pursue their goals. From a planning perspective, Patrick focuses on the goals of the client at every stage of life with a focus on risk and tax management.
Bio
Alex has a passion for investment research and thrives connecting industry knowledge to meaningful outcomes for clients. He understands how to build highly customized portfolios for clients, and how to help them focus on ways to create meaning in their lives. In addition to building and modeling financial plans for his clients, Alex serves as a mentor to the trade team providing insight on trading and trade execution. He joined Wealth Enhancement Group in 2021 through the QCI acquisition.
Bio
Emma has been a financial professional for over 20 years and has a background in banking, investments, asset management and financial planning. Emma attributes much of her success to a passion for helping clients develop and implement investment strategies, providing guidance, and serving clients through ongoing relationship management throughout various life stages.
Bio
Ken’s strong technical background includes experience at PricewaterhouseCoopers. His 30+ years at Wealth Enhancement Group began in the Planning Department. He then founded the St. Cloud, Minnesota office in 2003, and he was an original member of the “Roundtable”. His expertise lies in his ability to assess a client’s detailed financial picture and identify critical issues that must be addressed to meet the client’s desired goals.
