Our mission at Wealth Enhancement Group is to improve our clients’ lives by delivering the best possible advice. One of the ways we seek to accomplish this objective is to work as a team.
You’ll continue to work with your team from Summit Planning Group. They'll now be backed by the Roundtable™ team of specialists at Wealth Enhancement Group, covering all angles of your financial life, from planning, investments, tax strategies, estate planning and beyond.
Should you have any questions, please call our Green Bay office at (920) 884-9000.
Lawrence R. LindsleySenior Vice President, Financial Advisor
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Alan C. HicksSenior Vice President, Financial Advisor
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Lee S. RevolinskiSenior Vice President, Financial Advisor
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Senior Vice President, Financial Advisor
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Associate Financial Advisor
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Associate Financial Advisor
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Associate Financial Advisor
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Associate Financial Advisor
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Office Administrator
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Client Service Manager(920) 593-3787 | wmommaerts@wealthenhancement.com Wendy has more than 20 years of customer service experience in the banking and mortgage lending industries and more than 15 years of experience in wealth management. She answers client inquiries, initiates review preparations and helps new and existing clients with opening accounts. Wendy is a strong supporter of the St. Jude Children's Research Hospital and volunteers for the Y100 St. Jude Radioathon every year. She lives in Green Bay, WI with her husband Bruce and enjoys vacationing at their cabin, biking and walking. |
Client Service Manager(920) 593-3785 | bhietpas@wealthenhancement.com Becky has more than 20 years of experience in the banking and mortgage industry as well as more than 10 years of experience in wealth management. She works closely with clients and their families after the loss of a loved one to ensure that all of their questions are answered and to assist with any changes to their accounts. She also opens new client accounts and responds to client inquiries. Becky and her husband Joe live in De Pere, WI, and have four grown children. In her free time, Becky volunteers for the American Heart Association and the American Cancer Society. She also loves spending time with her grandchildren.
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Client Service Manager
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Phone: 1-800-492-1222
Email: info@wealthenhancement.com
Corporate Address: 505 North Highway 169, Suite 900, Plymouth, MN
Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
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