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.

Kevin joined Wealth Enhancement Group in 2013 through a strategic merger with his firm, Summit Wealth Advisors. This move allowed him to enhance the resources and services available to his clients, ensuring that those who entrust him and his team receive unparalleled support in their financial journeys. As a seasoned financial advisor with over 30 years of industry experience, Kevin is known for his comprehensive approach to wealth management.

Brian Bedford has over 20 years of financial services industry experience. He specializes in leading clients to and through retirement, assisting individuals and couples with the management, preservation and transfer of their wealth. For more than 20 years Brian has worked with clients to assess their needs and goals, develop comprehensive financial plans and implement and review their plans on a regular basis.