Bio
Prior to joining the Wealth Enhancement Group as a financial advisor, Jim served as the chief operating officer responsible for the day-to-day operations of Stike Wealth. Earlier, he was the founder, CEO, and president of five international engineering companies. Jim works with successful business clients to address their personal and business financial needs and succession planning.
Bio
Clay, a 2024 university graduate, has joined the Stike Team at the Wealth Enhancement Group as its enthusiastic, new financial advisor. Outside the office, he loves playing basketball, being outdoors and keeping up with his favorite sports.
Bio
Brad has over 10 years of experience in the financial services industry. He is a seasoned professional and has primarily catered to high-net-worth and ultra-high-net-worth families.
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Nate joined Wealth Enhancement Group in 2012 and enjoys working with clients to help guide them to reaching their financial goals. He is a graduate of Winona State University and has worked in the investment industry since 2000. Nate lives in Mahtomedi with his wife Jennifer and their children.
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Ben has spent his time in various roles—as a key member of Bruce Helmer’s team, an Investment Manager and a CERTIFIED FINANCIAL PLANNER™ professional. In 2009, he launched his own team in Plymouth. Ben believes that to help ensure the success of the client, it is essential to plan for life’s uncertainties, while keeping the client’s goals and values central to the financial planning process.
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Nick joined the Wealth Enhancement Group Mankato team in 2020, working with clients to create and discuss financial plans with a focus on tax efficient income distribution. He currently resides in Saint Louis Park, MN. In his free time he enjoys hunting, fishing, and water sports.
Bio
As a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional, Ryan brings an extensive tax and retirement income planning background to Wealth Enhancement Group. He helps lead the Tax Strategies group of our Roundtable team of specialists and is a frequent guest on our weekly “Your Money” radio program.
Bio
Chris brings years of experience to his position as a financial advisor with Wealth Enhancement Group. He uses a comprehensive planning approach, developing customized strategies to help clients define and achieve their long-term goals. In his free time, Chris is an avid sports fan who also enjoys traveling with his wife and checking out local breweries.
Bio
Dustin began his financial planning career in 2006 and has continued his financial accreditations with advanced studies. He is a CERTIFIED FINANCIAL PLANNER™ professional, one of the most prestigious designations awarded in the field of financial advice, and an Accredited Investment Fiduciary®, a designation grounded in best industry practices, that considers the ethical and legal framework in which to prudently manage investment decisions and procedures.
Bio
Joel has been providing personal financial planning and investment services to corporate executives and high net worth individuals and their families since 1998. He tailors his advice for each client by integrating their life goals with their personal finances, while using his expertise in investments, income taxes, long-term cash flow, estate planning, and employee benefits in the process.
