Debbie uses her years of corporate experience in strategic planning to help clients understand how to make better financial decisions. She enjoys seeing relief when her clients finally have the confidence that their financial house is in order. Debbie has a special heart for women who juggle roles in both their careers and their homes. She is an advocate for helping them understand how to pursue financial confidence.

Maura has been serving clients in the personal financial planning industry for almost 20 years. Prior to that she served clients in the Institutional Investment Banking industry for over a decade. In her current role, Maura specializes in comprehensive retirement and financial planning while also focusing on investment strategies, creating income plans, tax efficiency and estate plan reviews.

Peter has more than 15 years of experience in the financial services industry, specializing in working with physicians and medical practices on their unique needs in the changing medical landscape. He also enjoys helping busy professionals in establishing their planning strategies, families saving towards education and retirement goals and individuals managing risk and expenses during retirement.

Brian has been in financial services since 2002, focusing on retirement planning, investments and insurance protection for individuals and families. He also has a special interest in assisting individuals who work in the public sector.

With more than 18 years of experience in estate and financial planning, Margaret has been adding her expertise to the St. Croix Valley team since 2004. Margaret is constantly working to implement effective financial strategies for each and every client. Margaret enjoys traveling, playing golf and cooking in her spare time. She resides in Maplewood with her husband.

Craig is a Senior Vice President for Wealth Enhancement Group and has over 29 years of experience in wealth management. Known for building strong, long-term relationships with his clients, he works to improve his clients lives by seeking to provide them with the best possible financial advice. This is accomplished through focus on Behavioral Wealth Management™, which is the integration of traditional wealth management, investment management, with the science of human behavior. 

Nicole first joined Wealth Enhancement in September of 2003. During her tenure with Wealth Enhancement, she has held leadership, technical, advisory, and business development roles and she led the firm’s expansion into the Northeast by opening the New York City office.

Andrew is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Retirement Income Certified Professional® and Chartered Advisor in Philanthropy®, who has been with Wealth Enhancement Group since 2007. His love of learning and for helping others achieve clarity in their financial lives is evident within his approach to thoughtfully understanding each client’s individual goals, values and aspirations.

With 20 years of experience in personal financial planning, Bill has the knowledge and experience to help his clients make smart financial decisions. He takes an educational approach to financial planning, continually breaking down complex issues to make them easier to understand. He strives to know his clients well, understand their needs, and design and implement specific strategies for each one.

mross@wealthenhancement.com