With over 25 years of industry experience and holding both Certified Financial Planner and Certified Retirement Councilor* designations, Jacqueline is a dedicated wealth advocate and fiduciary. She has also been honored with the FIVE STAR Wealth Manager Award for seven consecutive years (2019-2025)**. Jacqueline has developed a strong understanding and expertise in investment management, retirement and estate planning, all tailored around tax efficient solutions as well.

Kelly works with local families and small businesses to assist them in pursuing their financial goals, including college, retirement, and estate planning as well as wealth transfer.

Derek Platt believes that great financial planning starts with truly understanding people. He takes the time to listen, build meaningful relationships, and tailor strategies to each client’s unique goals.

Nick has worked with Wealth Enhancement Group for 20 years after starting his career at a large financial services firm in downtown Minneapolis. He enjoys spending time with his wife Shelly and two sons, Brady and Max. When Nick is away from the office you can most likely find him at a ball field coaching his boys, sports teams

Don Riley is a seasoned financial professional with over four decades of experience in the finance industry. His career began in 1984 as a trader on the Philadelphia Stock Exchange, where he founded a specialist and trading firm. Transitioning into financial advisory services, Don has spent the past 15 years providing clients with investment solutions and financial planning advice.

Mike is a Senior Vice President, Financial Advisor in the Plymouth, Minnesota office. Before joining Wealth Enhancement in 2003, he spent seven years in the information technology industry.As a family man, Mike enjoys coaching and attending his kids and grandkids activities in his spare time.

Since joining Wealth Enhancement in 1997, Morgan is known as the “Retirement Income Specialist.” He has kept his focus on making potentially complex financial issues easy to understand for his clients. Using his extensive knowledge of investment, tax implications and the overall marketplace, he emphasizes overall portfolio diversification. Morgan is happily married to his wife Shannon and they have three children and two wonderful grandchildren.

afernandez@wealthenhancement.com

With more than four decades of experience in the investment industry, Bill’s long-term perspective adds depth and value for Wealth Enhancement clients. His primary focus is portfolio administration and risk management. Having invested through many market cycles, Bill has developed a deep appreciation for the benefits of strategic allocation. 

Tracey began her career in the financial services field at Merrill Lynch and subsequently co-founded Danison & Associates in 1997, where she worked for 27 years before joining Wealth Enhancement Group as a financial advisor. She especially enjoys working with women and young adults, helping them to develop strategies to achieve their long-term investment and retirement goals.