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Ethan has worked in the financial services industry for over three decades. He founded his own firm, Advanced Underwriting Services, in 1996 as an independent financial services provider specializing in retirement and estate planning strategies for high-net-worth clients and businesses.
Bio
Jeanelle is a tenured human resources professional responsible for the HR function at Wealth Enhancement Group. Her team focuses on strategic HR business planning, employee engagement, talent management and compensation and benefits. She has over 20 years’ experience in human resources working with startups, and both small and large financial services firms.
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Scott's dedication to his clients comes from his belief that every individual or family deserves a trusted advisor to guide them through the often-complex financial decisions that need to be made before and after retirement.
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Andrew is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Retirement Income Certified Professional® and Chartered Advisor in Philanthropy®, who has been with Wealth Enhancement Group since 2007. His love of learning and for helping others achieve clarity in their financial lives is evident within his approach to thoughtfully understanding each client’s individual goals, values and aspirations.
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With 20 years of experience in personal financial planning, Bill has the knowledge and experience to help his clients make smart financial decisions. He takes an educational approach to financial planning, continually breaking down complex issues to make them easier to understand. He strives to know his clients well, understand their needs, and design and implement specific strategies for each one.
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Brian leads the day-to-day implementation of the investment process of the AMR Team at Wealth Enhancement. He brings more than15 years of experience in corporate finance and investment management. His core competencies include top-down macroeconomic research, strategic asset allocation, bottom-up individual stock research, and ETF and mutual fund evaluation.
Bio
Chris began his career in the industry as a financial advisor with Merrill Lynch in 2015. As a Certified Financial Planner (CFP®) and Accredited Wealth Management Advisor (AWMA®), he specializes in high-net-worth tax, investment, and estate planning, helping clients minimize their taxes and build strong income strategies for retirement through comprehensive financial planning.
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Alex has an affinity for helping up and coming professionals and entrepreneurs, as well as those approaching retirement, to help identify any financial concerns and to create a strategy that brings them closer to their goals. He has authored a variety of articles on issues like income strategies, identity theft and Roth contribution and conversion strategies. Alex also serves as a board member for the Financial Planning Association of New Jersey.
Bio
Adam earned his bachelor’s degree in finance from St. Cloud State University in May of 2011. He immediately began his career with Wealth Enhancement Group and has served in both, client service and financial planner roles throughout his tenure. As a result, he has gained valuable experience in all areas of the financial planning process and embraces the relationships that are created with clients.