Bio
Andrea has worked in the financial services industry since 1998, when she started out in futures and commodities on the trading floor of The Chicago Mercantile Exchange. In 2000, she developed a passion for helping individuals and families, and her career tracked toward delivering wealth management strategies and comprehensive financial planning services. Since then, she has held rewarding financial advisor roles at Charles Schwab, E*TRADE and UBS Financial.
5/2/2025
Bio
Chad has worked in the financial services industry since 2001, holding a variety of leadership and client-facing roles across insurance, retirement, and wealth management. His experience spans large-scale advisor development, strategic sales enablement, and direct client engagement—giving him a unique lens on what it takes to serve clients well and grow a business with purpose.
3/20/2025
Bio
Bryan joined Wealth Enhancement Group in 2023, bringing over 15 years of experience in financial services and technology with a focus on sales leadership, customer success, and digital innovation.
3/22/2024
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