In addition to advising clients, David shares leadership responsibility for investment and business development strategies. His previous experience includes roles at Berents & Hess, Rivendell Capital, Cilluffo Associates LP, PNC Financial, and Lehman Brothers. He is also a member of CFA Society Boston. David joined Wealth Enhancement Group in 2021 through the North American Management merger. 

Brice’s client-centered approach enables him to develop strong relationships with his clients. He takes the time to truly listen to his clients to ensure that he understands their unique circumstances because he knows the answers lie in the details. He specializes in retirement planning, business succession, and investment management.

Paul has been providing clients with expertise in the financial service industry since 1986, specializing in portfolio management and design, comprehensive wealth management and income tax planning. In 2000, he co-founded Heacock & Jones Financial Services, Inc. with a focus on investment portfolio design and management for high-net-worth clients. Under Paul’s leadership, Heacock & Jones Financial Services joined forces with Wealth Enhancement Group in 2023.

Randy has over 25 years of experience creating and managing a wide variety of portfolios. His diverse education and experience allow him to effectively create investment strategies that meet a broad range of client needs. He believes that honesty, education, and clear communication are cornerstones of a successful client-advisor relationship and always strives to be exceptional in those areas. He is currently a member of the CFA Society of Milwaukee.

Kelly spent 16 years in financial leadership roles with Ameriprise Financial and its predecessor American Express Financial Advisors. While at Ameriprise, Kelly served as Vice President Treasury, overseeing the firm’s treasury operations as well as providing leadership for its balance sheet and risk management initiatives.

Eric is an accomplished professional in the financial services industry. In addition to helping clients navigate their financial futures, Eric directs the investment process for the firm’s entire fixed income portfolio. He is well versed in many fixed income strategies and sectors but spends a great deal of time focused on the investment grade corporate and municipal bond markets. 

Although he formally began his career at Carroll Financial Associates, Inc. in 1998, Kris Carroll’s interest in investment management started much earlier. As the son of two CERTIFIED FINANCIAL PLANNER™ practitioners, he spent many evenings at the dinner table listening to his parents talk about the markets, investments, and helping their clients plan for retirement.

A seasoned portfolio manager and investment strategist, Brian has been in the asset management business since 1992 and joined Wealth Enhancement Group through the 10-15 Associates merger. He gained valuable experience managing funds at places such as Picton Mahoney Asset Management, where he successfully launched and ran a U.S. equity hedge fund that outperformed peers, and AllianceBernstein, where he authored investment strategy pieces and engaged institutional clients.

For over 25 years, Mark has successfully managed investments for high-net worth individuals, trusts and foundations using third-party managers, mutual funds, ETF’s and individual securities.He has spent much of his career as an equity analyst and has particular expertise managing individual stocks and dealing with the challenges of portfolios that have low cost basis stocks and concentrated holdings.   

Gary began his career in investment strategy and management in 2003. He is highly-skilled in the areas of macroeconomic research, portfolio management and investment analysis. Gary also enjoys delivering market commentary and guidance to clients. He lives in Morris Township, NJ with his wife Andrea and their daughter Avery. In his free time, you will find Gary spending time in the outdoors, running and playing sports.