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.

A proven Financial Services executive with over 25 years of functional and leadership knowledge, Dan joined WEG in 2023. 

Michelle joined Wealth Enhancement Group in 2023 bringing experience in sales leadership, innovation and growth to her role. She has been working in financial services since 2007. She began her career at Fisher Investments, holding positions in operations, mergers and acquisitions, and as an advisor to over 180 high-net-worth households. She later joined Personal Capital (purchased by Empower in 2020).

Stephanie joined Wealth Enhancement Group in 2008. She is driven and dedicated to our clients, with a relentless work ethic. She anticipates and exceeds client needs, with a proven track record of going above and beyond to deliver exceptional service with precision and efficiency. Stephanie is a graduate of the University of Wisonsin-LaCross. Outside of work she enjoys running with her sweet dog, Bodi, and spending time with her husband, Brett, and her two daughters, Quinn and Riley.

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.

Daniel began his career in financial services through an internship that developed into a permanent position within the organization. His focus has been in international equities and alternative investments, which gives him a specialized perspective when creating investment proposals, researching possible investment opportunities and analyzing new and current investment strategies. Daniel lives in Laurel, Maryland with his wife and son.

Jake has 25 years of experience in the financial industry. He specializes in comprehensive financial planning and asset management for high net worth clients to help them achieve their long-term goals. He loves building personal relationships with his clients and enjoys the trust he earns over family generations.