Wealth Enhancement Group, a national independent wealth management firm with over $64.3 billion in total client assets, announced that Kelly Windorski, Chief Financial Officer, has been named as the 2023 CFO of the Year, Private Company, large by the Minneapolis/ St. Paul Business Journal.
The Minneapolis/St. Paul Business Journal announced its winners for the 2023 CFO of the Year awards, their annual recognition of outstanding financial executives in the Twin Cities. The winners were evaluated by a panel, including Business Journal staff and volunteer financial executives, who scored them on their contributions to the company and the community.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group, said, "We are pleased to announce that Kelly Windorski has won the Minneapolis / St. Paul Business Journal's 2023 CFO of the Year award. Under Kelly's leadership, the firm has shown remarkable growth, and Kelly has driven Wealth Enhancement Group to become one of the largest RIAs, managing over $68.6 billion in client assets. Congratulations, Kelly."
Kelly Windorski, Chief Financial Officer of Wealth Enhancement Group, said, "It is a great honor to win this award alongside many of Minnesota's most distinguished leaders. I am grateful to Wealth Enhancement Group for the privilege of collaborating with an exceptional team committed to superior client service. It is through the combined efforts of dedicated individuals in the firm that we can consistently deliver an unparalleled client experience. I am proud to represent an organization with such a strong culture of excellence and service."
Kelly's leadership has been instrumental in driving the growth of Wealth Enhancement Group, both through strategic M&A's and by capitalizing on opportunities for organic growth. By providing unwavering support to the Wealth Enhancement Group advisors, Kelly ensures they can deliver exceptional value to their clients. His determination and thoughtfulness constantly set new benchmarks in this ever-evolving industry. Under Kelly's guidance, Wealth Enhancement Group is well-positioned for continued success in the future.
About Minneapolis/St. Paul Business Journal
The Minneapolis/St. Paul Business Journal is a multi-platform media company providing in-depth coverage of local business communities and breaking news, reaching hundreds of thousands of readers each week. Through print and digital products such as its twice-a-day emailed news digests and face-to-face events, the Business Journal offers business leaders many avenues for making connections and gives them a competitive edge locally, regionally, and nationally. Visit us at mspbj.com to learn more.
About Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi™ processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our 90 offices - and growing - nationwide. Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Awarded on 11/16/2023 for the year 2023.
