Tom is a seasoned professional with decades of experience in the financial services industry. In one of his earlier roles, Tom worked as a Financial Planner for one of the world’s largest tax advisory firms. His skills cover all aspects of wealth management including retirement income planning and employer benefit plans. In his current role, Tom maintains all aspects of the client relationship; including comprehensive portfolio recommendations, client review meetings, and financial analysis.

Matt has been advising corporate executives, entrepreneurs, and high-net-worth families for more than 25 years. He has a lifelong interest in the global financial markets and economy, developing a broad and deep understanding of the myriad factors that drive investment performance. Matt also focuses on managing the team’s model portfolios and creating custom asset allocation strategies for our clients.

Meet the Lighthouse Team

Meet the Lighthouse Team

Meet the Lighthouse Team

 Matthew brings over 30 years of experience in portfolio management to his current position as a financial advisor with Wealth Enhancement Group. He previously held positions with Merrill Lynch, Wells Fargo Advisors and Raymond James, before serving as the Founder and Managing Director of XO Wealth Management as a discretionary manager.

As a financial advisor with Wealth Enhancement, Damon develops comprehensive financial plans for his individual and business clients that often include distribution plans for retirement, hands-on investment management strategies, tax planning, and business analysis, as well as estate and risk management strategies.

Patrick enjoys talking with clients about their investment portfolios and understanding what level of risk is necessary to pursue their goals. From a planning perspective, Patrick focuses on the goals of the client at every stage of life with a focus on risk and tax management.

Ken’s strong technical background includes experience at PricewaterhouseCoopers. His 30+ years at Wealth Enhancement Group began in the Planning Department. He then founded the St. Cloud, Minnesota office in 2003, and he was an original member of the “Roundtable”. His expertise lies in his ability to assess a client’s detailed financial picture and identify critical issues that must be addressed to meet the client’s desired goals.

As a CERTIFIED FINANCIAL PLANNER™ professional, with more than 20 years of experience in the financial services industry, Nick’s primary focus is to develop comprehensive strategies that educate and guide our clients’ financial decisions, helping them to work towards both short-and long-term financial success. He is a 7-year recipient (2017-2023) of the “FIVE STAR Wealth Manager” as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.* Nick is a graduate of St.