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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.


Larry-Lindsley

Lawrence R. Lindsley

Senior Vice President, Financial Advisor
CFP®

(920) 593-3782 | llindsley@wealthenhancement.com 

Larry knew from a young age that he had a passion for finances, investing and helping others. With more than 30 years of experience in the industry, his approach to financial planning includes an emphasis on building relationships with clients while working to help them achieve their goals. As one of the four founders of Summit Planning Group, Larry joined Wealth Enhancement Group in 2019. He and his wife Sue have three children. His family is actively involved in the community, including the Green Bay Community Church and myTeam Triumph. In his free time he enjoys reading, playing golf and bible study.

  • BBA, University of Wisconsin – Whitewater
  • CERTIFIED FINANCIAL PLANNER™ Professional 


Al-Hicks

Alan C. Hicks

Senior Vice President, Financial Advisor
CFP®

(920) 593-3781 | ahicks@wealthenhancement.com 

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 30 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. Al also enjoys playing golf, mentoring young entrepreneurs and watching high school hockey. He and his family are residents of downtown Green Bay, WI and live in one of the city's most historic homes.

  • BS, Michigan Technological University 
  • CERTIFIED FINANCIAL PLANNER™ Professional 


Lee-Revolinski

Lee S. Revolinski

Senior Vice President, Financial Advisor
CFP®

(920) 593-3783 | lrevolinski@wealthenhancement.com 

Lee has more than 20 years of experience in financial planning. As one of the founding partners of Summit Planning Group, he joined Wealth Enhancement Group in 2019 when the two firms merged. 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.

  • BS, University of Wisconsin – Green Bay
  • CERTIFIED FINANCIAL PLANNER™ Professional 


Dave-DemeuseDavid J. Demeuse

Senior Vice President, Financial Advisor
CFP®

(920) 593-3789 | ddemeuse@wealthenhancement.com 

One of the four original partners of Summit Planning Group, Dave joined Wealth Enhancement Group in 2019. With more than 25 years of experience in the industry, he is dedicated to instilling financial confidence in his clients that allows them to enjoy their life's passions. His primary focus is investment management and retirement planning. Dave is an active member of his community and volunteers at New Lutheran High and New Community Shelter. He also enjoys traveling, physical fitness and playing an active role in his church. He has two sons and resides in Ledgeview, WI.

  • BS, University of Wisconsin – Eau Claire 
  • CERTIFIED FINANCIAL PLANNER™ Professional 


David-TuligDavid A. Tulig

Associate Financial Advisor 
CFP®

(920) 593-3786 | dtulig@wealthenhancement.com 

David learned at a young age the importance of saving money, which lead him to pursue a role in the financial planning industry. He has more than six years of experience and has a wealth of knowledge for social security claiming strategies. David enjoys an active lifestyle and is passionate about sports, especially hockey. He and his wife Lauren enjoy travel and reside in De Pere, WI.

  • BA, St. Norbert College
  • CERTIFIED FINANCIAL PLANNER™ Professional 


Gideon-HicksGideon D. Hicks 

Associate Financial Advisor 
CFP®

(920) 593-3788 | ghicks@wealthenhancement.com 

With more than six years in the financial services industry, Gideon 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. For fun, Gideon enjoys coaching hockey, hunting and target shooting. He and his wife Madelyn are expecting their first child in May 2019. They reside in Green Bay, WI.

  • BA, St. Norbert College
  • CERTIFIED FINANCIAL PLANNER™ Professional 


Eric-FlickEric A. Flick

Associate Financial Advisor 
CFP®

(920) 593-3794 | eflick@wealthenhancement.com 

Eric has more than 11 years of experience in the financial services industry including time spent as a mortgage loan officer, certified tax preparer, investment representative and trust representative. His interest in the field began in childhood after witnessing first-hand the importance of financial planning for his parents. Eric and his wife Jamie are involved with supporting the Special Olympics and also enjoy hiking and watersports. They have one son and are expecting another child in April 2019. The family resides in Green Bay, WI.

  • BS, University of Wisconsin – Stevens Point 
  • CERTIFIED FINANCIAL PLANNER™ Professional 


Michael-SchneiderMichael S. Schneider

Associate Financial Advisor 
CFP®

(920) 593-3790 | mschneider@wealthenhancement.com 

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 a reality. He is passionate about the outdoors and enjoys hunting, fishing and boating. He resides in De Pere, WI where he is a member of the Kiwanis.

  • BBA, University of Wisconsin – Milwaukee
  • CERTIFIED FINANCIAL PLANNER™ Professional 


Sharon-NoelSharon A. Noel 

Office Administrator 
FPQP™

(920) 593-3780 | snoel@wealthenhancement.com 

Sharon has 15 years of experience in the banking industry, more than 18 years of experience in wealth management and has held a variety of management positions. As office administrator, she helps with client communications, special events and compliance reporting. Sharon truly believes in making clients feel like family. She and her husband Steve have two children and reside in Green Bay, WI. Sharon enjoys bible study, time at the cabin and volunteering at Unity Hospice.

  • Financial Paraplanner Qualified Professional™


Wendy-MommaertsWendy P. Mommaerts

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.




Becky-HietpasBecky J. Hietpas

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.

 


Rachel-ShoemakerRachel M. Shoemaker

Client Service Manager 
FPQP™

(920) 593-3784 | rshoemaker@wealthenhancement.com 

Rachel joined the team with more than five years of experience in wealth management which has contributed to her ability to provide clients with exceptional service. In her role of Client Service Manager, she assists with opening new client accounts, investment transfers, client inquiries and monitoring daily activities. In her free time, Rachel likes to spend time with family and friends as well as reading and hiking. She lives in Suamico, WI with her husband Sean and their daughter.

  • Financial Paraplanner Qualified Professional™