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Prior to joining the Cardan Team at Wealth Enhancement Group in 2023 as a financial planner, Kyle worked as a research assistant at the Hoover Institution at Stanford University. During that time, he analyzed key policy data from the Federal Open Market Committee at the Federal Reserve, equipping him with valuable insights into economic trends and their effects on financial decision-making.
Bio
Brian leads the day-to-day implementation of the investment process of the AMR Team at Wealth Enhancement. He brings more than10 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
Joe brings 20+ years of experience in insurance planning to his current position as Director of Insurance at Wealth Enhancement. Previously, he served as a regional vice president in insurance brokerage sales, helping advisors identify and offer life, disability and long-term care insurance to clients. Joe believes a successful financial plan is built on a strong foundation of protection through life, disability and long-term care insurance planning.
Bio
Lynnette brings over 25 years of experience to the firm advising high-net-worth individuals and families with a proven track record in team leadership and operations expertise. She most recently served as Chief Operating Officer for the Financial Advisory Group, overseeing client service operations, financial planning operations, and tax operations for the firm.
Bio
Chris earned his Bachelor’s degree in Finance at Mississippi State University and then obtained a Master of Science degree in Finance from Louisiana State University. Chris has successfully passed the CFA® Level 1 exam and is in pursuit of Level II. Chris joined Wealth Enhancement in 2024.
During his free time, Chris enjoys spending time with his golden retriever, Fletcher, as well as fishing, golfing, and live music.
Bio
Jon Taylor is a seasoned financial sales professional who thrives on the challenge of working with advisors to identify client solutions and grow assets under management. He brings 25 years of experience to his current position as Senior Annuity Desk Lead at Wealth Enhancement, having held previous positions as a wholesaler, sales manager, relationship manager and in product development at Transamerica, AIG, Empower, Charles Schwab and Pacific Life.
Bio
As a Behavioral Wealth Specialist, Cohen helps clients address the qualitative aspects of wealth management by providing a framework for understanding the emotional and behavioral components of their financial decisions. Her professional acumen as a Marriage and Family Therapist paired with her experience as a coach allows Cohen to be an effective thought partner as clients navigate the dynamics of wealth and life transitions.
Bio
Craig is a Senior Vice President for Wealth Enhancement Group and has over 29 years of experience in wealth management. Known for building strong, long-term relationships with his clients, he works to improve his clients lives by seeking to provide them with the best possible financial advice. This is accomplished through focus on Behavioral Wealth Management™, which is the integration of traditional wealth management, investment management, with the science of human behavior.
Bio
Shawn has worked in financial services for 26 years. In his early career he designed and managed corporate retirement plans and segued into advanced plan design. In 2008, Shawn expanded into individual advising, focusing on wealth management for business owners and high net worth clients.
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For Damien, maintaining the highest level of professionalism and integrity with clients is paramount. He has helped clients prioritize, organize, and simplify their financial matters and has experience in investment, retirement, estate and insurance planning.