Bio
Steve has over 20 years of experience in the financial services industry serving many roles, including CCO for over a decade. Steve joined Wealth Enhancement Group in 2021 through the ‘The Wealth Enhancement’ acquisition. Steve was also a Five Star Wealth Manager Award Recipient (2022-2023)*.
Bio
Gideon has worked in the financial services industry since 2013. He has a passion for meeting with clients to uncover their financial goals and is driven to put together a strategy that achieves those goals. He is also active behind the scenes facilitating portfolio management. Gideon joined Wealth Enhancement Group through the 2019 Partnership with Summit Planning Group. For fun, Gideon enjoys coaching hockey, hunting and target shooting.
Bio
David is dedicated to helping families formulate and achieve their financial goals. He takes a comprehensive approach to financial planning and enjoys working alongside his clients as they realize their dreams. David joined Wealth Enhancement Group through the 2019 partnership with Summit Planning Group. In his free time, David likes to travel, golf, spend time with family, and he continues to stay active in hockey as a member of the De Pere Deacons.
Bio
Michael discovered his passion for helping clients with their finances through his experience in the banking industry. In his current role, he enjoys helping clients uncover their financial goals and working to make them reality. He is passionate about the outdoors and enjoys hunting, fishing and boating. He resides in De Pere, WI where is a member of the Kiwanis.
Bio
Lee works diligently to educate clients on retirement planning and to help them set financial goals during their working years, as well as through retirement. In his free time, he enjoys golf, camping, watersports and supporting local organizations such as The Boy Scouts of America. Lee resides in Green Bay, WI with his wife Sherrill and their four children.
Bio
Al joined Wealth Enhancement Group in 2019 as part of the partnership with Summit Planning Group, where he was a founding partner. With more than 35 years of experience in the industry, he specializes in retirement distribution planning and supporting clients as they navigate major life-changing events. His passion for giving back to the community has led him to participate in a number of area boards and committees, including for his church, where he leads multiple bible studies.
Bio
Eric has been in the financial services industry since 2008. He joined Wealth Enhancement through the 2019 partnership with Summit Planning Group. Eric takes a holistic approach to financial planning by getting to know his clients so he can understand their goals in order to better serve them. He enjoys forming life-long relationships and seeing clients succeed financially. Eric and his wife Jamie have two children and live in Green Bay, WI.
Bio
Dave joined Wealth Enhancement in 2019 with more than 30 years in the financial planning industry. Having started immediately in the business after college, he’s dedicated to installing financial confidence in his clients, reducing the burdens of money management, and allowing them to enjoy their life’s passions. Dave’s primary focus is retirement distribution planning; providing solutions to efficiently spend and enjoy his clients’ savings and investments. Dave is an active member of his com
Bio
Michael’s career path has taken him from auditing Fortune 500 energy companies to owning a highly successful chain of retail stores, and then building and growing his own wealth management company over the past 18 years. Immediately prior to joining Wealth Enhancement Group, Michael was the Founder and President of Fitzgerald Wealth Management, an advice driven, financial planning based firm focused on leading clients to financial independence and security.
Bio
Greg brings over 15 years of experience in the financial planning industry. Greg’s passion for wealth management started at home. When his father unexpectedly passed away at an early age, his family remained financially stable because of the steps his father took with estate and legacy planning. This tragic event inspired Greg to help his own clients protect their biggest asset – their families.
