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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.
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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.
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Lane joined Wealth Enhancement through 2016 partnership with HHG & Company. Before joining the financial services industry, she worked as an attorney, litigating high net worth dissolution and child custody matters. She frequently draws on her legal experience to advise her current clients. Lane frequently authors articles and speaks at local and national events regarding financial planning.
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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.
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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.
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Mark’s extensive background in the financial services industry includes working for one of the largest brokerage firms in the U.S., one of the largest banks in the Northeast, and one of the largest insurance companies in the world. A widely respected figure within the industry, Mark’s long-running track record of success has continued in his new role as a Senior Vice President, Financial Advisor.
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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.
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Chris began his career in the legal field, specializing in estate planning and corporate law. He now applies this knowledge and experience to providing advanced estate planning strategies, business succession plans and wealth management and retirement advice. Chris has been a featured speaker and instructor on the topic of family succession planning within the automotive dealer industry, and continues to lead seminars for the National Automobile Dealers Association (NADA) Academy.
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A proven Financial Services executive with over 25 years of functional and leadership knowledge, Dan joined WEG in 2023.
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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).