John’s passion is helping clients to simplify their financial lives. He began his career as an auditor and systems consultant for a national accounting firm, later joining BTR Capital Management in 1993 and serving as the firm’s President from 2008.

Lori brings over 15 years of experience in financial services and significant professional training with multiple financial certifications to her current position as a financial advisor with Wealth Enhancement. Lori shares her experience with clients on all aspects of financial planning, tax planning and estate planning.

Tom is a certified public accountant and financial advisor with over 40 years of experience in the fields of accounting, tax planning and wealth management. As a trusted financial advisor with Wealth Enhancement, Tom is dedicated to helping individuals, families and businesses achieve their financial goals through comprehensive financial planning and strategic wealth management, with a particular emphasis on tax, estate planning, trust and charitable giving matters.

With over 20 years of experience, Michael began his career at Morgan Stanley and later became the first employee at Aurum Wealth Management, going on to become the firm’s chief investment officer, followed by his position as chief investment officer at Marcum Wealth. In his current position as a financial advisor with Wealth Enhancement, Michael thrives on helping clients meet their financial planning and investment needs.

With more than 18 years of experience in estate and financial planning, Margaret has been adding her expertise to the St. Croix Valley team since 2004. Margaret is constantly working to implement effective financial strategies for each and every client. Margaret enjoys traveling, playing golf and cooking in her spare time. She resides in Maplewood with her husband.

Tom is a tax services veteran with nearly 30 tax seasons under his belt. He also served, during a 10-year interlude, as a corporate controller in the agriculture industry. Tom was co-owner of a CPA firm prior to joining Wealth Enhancement Group.

Michelle has over 20 years of experience in the financial services industry. She enjoys establishing long-term, personal relationships with her clients and their families. Her goal is to be sure their financial plan adequately addresses not only their needs and concerns but also their wishes and desires. She serves on the board of directors of the Boys & Girls Club of York County, the York County Community Foundation, and Adult Enrichment Centers.

Tarah has worked in the financial services industry since 2013, joining Wealth Enhancement Group in 2023. With her robust background in financial statement audit, tax and financial reporting, Tarah has a knack for financial analysis and a commitment to client success. She is dedicated to empowering her clients to make informed financial decisions. 

With three decades of experience in the financial industry, Kos leverages his knowledge and substantial experience to provide financial planning and wealth management services to a wide range of clients. In his current position as a financial advisor with Wealth Enhancement Group, he helps his clients pursue their financial goals through close communication and consultation. 

Steve’s financial advisory career has spanned over 20 years. In his current position as a financial advisor with Wealth Enhancement Group, he provides clients with retirement planning, investment strategies and comprehensive financial planning. He also assists businesses with retirement plans, executive compensation, and succession planning.