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Bio
Ben has spent his time in various roles—as a key member of Bruce Helmer’s team, an Investment Manager and a CERTIFIED FINANCIAL PLANNER™ professional. In 2009, he launched his own team in Plymouth. Ben believes that to help ensure the success of the client, it is essential to plan for life’s uncertainties, while keeping the client’s goals and values central to the financial planning process.
Bio
Chad has played an instrumental role in the Hockert-Whiley-Essman team’s success for nearly a decade. His passion is educating clients about the risks they face in retirement by breaking down complex situations into easy-to-understand pieces so they can make the best financial decisions for their retirement. He enjoys helping clients pursue their retirement goals by leveraging his financial background and unique combination of designations.
Bio
Jeff has been a Financial Advisor for more than 20 years. He is passionate about educating his clients on the most comprehensive strategies to help minimize their investment risk and maintain their current lifestyle during retirement. He considers listening to his clients his greatest strength and applies the knowledge of the entire Wealth Enhancement Group team to help manage the assets that clients already have and help them make educated decisions for the future.
Bio
As the leader of our team of Marketing Regional Vice Presidents, John is focused on new client acquisition and expanding the relationship with existing clients. He comes to us from Empower, where he spent the past three years as Senior Director of Wealth Advisory.
Bio
As the leader of the team, Dustin works to create, monitor and adjust comprehensive wealth management plans for all his clients nationwide. He has extensive expertise in financial planning and was an adjunct professor for many years, teaching CFP courses. Dustin shares his valuable knowledge and experience as a regular guest on the WCCO morning show and was recently quoted in Forbes and Bloomberg.
Bio
Jason is passionate about using his skill and experience as a tax counselor to provide sophisticated wealth planning solutions to high-net-worth clients and their businesses. He has previously served as an Executive Director and Wealth Advisor at J.P. Morgan Chase, where he helped ultra-high-net-worth clients with issues ranging from estate and tax counseling to business succession and other personal planning strategies.
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As Chief Compliance Officer at Wealth Enhancement Group since 2024, and Vice President of Compliance Operations since 2021, Joe oversees employee Licensing & Registrations, Marketing Compliance and General Compliance Services for WEG’s internal BD and RIA.
Bio
The financial sector hasn’t always been Heidi’s professional home. Early in her career, she oversaw the weekly sale operations and distribution process for one of the largest grocery chains on the East Coast. Heidi also built the Merchant Services group for a large consumer credit provider and headed up the Service and Support group for a specialized technology provider in the advertising industry.
Bio
Dan has over 12 years of experience in technology, finance and business operations roles within the health care, financial services, retail, and higher education industries. He currently leads our Strategic Project & Integration Management team, which is responsible for leading key corporate and technology initiatives, as well as managing the diligence and integration process for new firms joining Wealth Enhancement Group. He previously held roles at Target and UnitedHealth Group.
Bio
As Senior Vice President, Advisor Services at Wealth Enhancement Group, Matt leads the Advisor Engagement, Development, Practice Optimization, and Growth for the Advisors.