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Chloé is an Advanced Planning Manager on our Advanced Planning team, supporting Wealth Enhancement’s advisors and clients by providing high-quality, consistent financial planning advice and solutions. She has been with Wealth Enhancement for over 5 years and spent the 9 years prior in wealth management as a paraplanner and then an advisor.
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Bruce has worked with Wealth Enhancement Group clients for more than 25 years, first as the head of portfolio management and now as a Financial Advisor on the Santjer-Beissel-Weiland team. Bruce is a multi-winner (2017-2023) of the FIVE STAR Wealth Manager award as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.* Before working for Wealth Enhancement Group, Bruce gained experience as an analyst for a large regional broker-dealer and a regional bank.
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Jeff Dekko is Chief Executive Officer of Wealth Enhancement, bringing more than 35 years of experience leading teams in marketing, finance, operations, and technology to his role.
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With nine years of tax services experience at Wealth Enhancement Group and Ogden Wealth Management, Shana has a keen understanding of tax advisory, planning and preparation needs of wealth management clientele.
Her experience covers tax planning, preparation, and resolving IRS and state taxing authority notices for a broad range of individual, gift tax, trust, partnership, and S Corporation tax situations.
Bio
In eight years as a tax professional, Paul has gained strong experience in serving high net worth Individuals including professional athletes, Partnerships, and S-Corporations. He began his career in audit, where he developed a strong foundation in financial analysis and reporting. Over time, he integrated these skills with a focus on tax, shaping a well-rounded public accounting career that emphasizes precision and strategic insight.
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Joe has worked in the financial services industry since 2010 and has partnered extensively with financial professionals and high-net-worth clients to help them achieve their financial goals. He is deeply passionate about serving in a fiduciary capacity to help clients find the appropriate solutions for their unique situations.
He has worked within institutional municipal bond markets, assisted advisors in growing their practices, and worked with hundreds of high-net-worth clients.
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Jonathan Butters brings over 25 years of leadership experience in the wealth and asset management industry to his role as Chief Business Development Officer at Wealth Enhancement. His experience spans the RIA, asset management, and banking sectors, where he has been instrumental in developing organic growth strategies and leading high-performing teams.
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Aisling Carroll is an accomplished and well-respected industry veteran with 25+ years of leadership experience in financial services, primarily in the RIA space. With a proven track record for driving organic growth, Aisling serves as Chief Partner Programs Officer at Wealth Enhancement where she leads the firm’s Custodial Referral Program (CRP) expansion strategy.
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Brooks has worked in the financial services industry since 2006, beginning his career as an analyst at New York investment bank SPP Capital Partners. He joined Fisher Investments in 2014, where he served clients as a member of the financial planning team, hosted national client programs, and ultimately worked with some of the firm’s largest institutional investors.
Bio
Nate joined Wealth Enhancement Group in 2012 and enjoys working with clients to help guide them to reaching their financial goals. He is a graduate of Winona State University and has worked in the investment industry since 2000. Nate lives in Mahtomedi with his wife Jennifer and their children.