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Bio
Andrew is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Retirement Income Certified Professional® and Chartered Advisor in Philanthropy®, who has been with Wealth Enhancement Group since 2007. His love of learning and for helping others achieve clarity in their financial lives is evident within his approach to thoughtfully understanding each client’s individual goals, values and aspirations.
Bio
With 20 years of experience in personal financial planning, Bill has the knowledge and experience to help his clients make smart financial decisions. He takes an educational approach to financial planning, continually breaking down complex issues to make them easier to understand. He strives to know his clients well, understand their needs, and design and implement specific strategies for each one.
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
Chris began his career in the industry as a financial advisor with Merrill Lynch in 2015. As a Certified Financial Planner (CFP®) and Accredited Wealth Management Advisor (AWMA®), he specializes in high-net-worth tax, investment, and estate planning, helping clients minimize their taxes and build strong income strategies for retirement through comprehensive financial planning.
Bio
Alex has an affinity for helping up and coming professionals and entrepreneurs, as well as those approaching retirement, to help identify any financial concerns and to create a strategy that brings them closer to their goals. He has authored a variety of articles on issues like income strategies, identity theft and Roth contribution and conversion strategies. Alex also serves as a board member for the Financial Planning Association of New Jersey.
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
Adam earned his bachelor’s degree in finance from St. Cloud State University in May of 2011. He immediately began his career with Wealth Enhancement Group and has served in both, client service and financial planner roles throughout his tenure. As a result, he has gained valuable experience in all areas of the financial planning process and embraces the relationships that are created with clients.
Bio
Christian joined Wealth Enhancement Group in 2015 and has more than 17 years of financial services experience. Christian is passionate about the financial planning process, he enjoys creating financial plans tailored specifically to each client, providing financial education, and helping clients navigate life transitions. He resides in Woodbury, Minnesota, where he enjoys traveling, outdoor activities, and spending time with his wife Michelle, and two adult boys.
Bio
Andrea has worked in the financial services industry since 1998, when she started out in futures and commodities on the trading floor of The Chicago Mercantile Exchange. In 2000, she developed a passion for helping individuals and families, and her career tracked toward delivering wealth management strategies and comprehensive financial planning services. Since then, she has held rewarding financial advisor roles at Charles Schwab, E*TRADE and UBS Financial.