Brian leads the day-to-day implementation of the investment process of the AMR Team at Wealth Enhancement. He brings more than10 years of experience in corporate finance and investment management. His core competencies include top-down macroeconomic research, strategic asset allocation, bottom-up individual stock research, and ETF and mutual fund evaluation.

Randy has over 25 years of experience creating and managing a wide variety of portfolios. His diverse education and experience allow him to effectively create investment strategies that meet a broad range of client needs. He believes that honesty, education, and clear communication are cornerstones of a successful client-advisor relationship and always strives to be exceptional in those areas. He is currently a member of the CFA Society of Milwaukee.

Bertie is responsible for external manager research across both traditional and alternative investment strategies. He developed a curiosity for investment management while working at a private equity firm in Geneva, Switzerland. He has also done charity work in Kenya, trekked through North Africa, and served as a one-time fishing guide in Scotland.