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Bio
Adam has been with Wealth Enhancement Group for more than 8 years, and he has earned his CFP® designation. He 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 joining Wealth Enhancement Group, Adam worked as a mortgage consultant and as an advisor for a large local financial institution. When he’s not working, he enjoys playing golf, sports, traveling, and spending time with family and friends.
Bio
As Chief Advisory Officer, Brian leads the rapidly growing community of Financial Advisory Teams at Wealth Enhancement Group. He focuses on strategy and execution across advisor engagement (collaboration, communication), development (recruiting, training, succession planning), practice management (operational excellence and client/advisor experience) and business development (new money and net flows).
Bio
Kate has been a financial planner at Wealth Enhancement Group since 2007. Previously, she assisted in the management of trusts and portfolios for high-net-worth clients. She is involved with the Roundtable™ and provides her expertise to help walk clients through the best way to organize their estates to ensure their assets are passed in the most efficient way possible. Kate enjoys taking complex estate and financial strategies and making them easily understood to the average person.
Bio
In working with other nationally known firms in the past, Amanda found that it was simple to distinguish how unique Wealth Enhancement Group is. Amanda manages the client review process and provides financial planning support in a values driven manner to the team and to our clients. She is currently working toward obtaining her CERTIFIED FINANCIAL PLANNER™ designation in order to provide additional knowledge and better service to our clients.
Bio
Eugene has over 15 years of experience in financial services and specializes in estate and legacy planning, investment management, and retirement income planning.Eugene’s career spans time spent with UBS, Fidelity Investments and Commonwealth Financial Network. Most recently, Eugene was the Regional Director for a San Diego based investment firm where he was instrumental in creating the largest and most profitable territory in company history.
Bio
Jim Cahn holds the role of Chair of the Investment Committee & Chief Strategy Officer. Jim has been with Wealth Enhancement Group since 2012 and has been instrumental in the firm’s success as it has evolved from a regional player to establishing a strong national foothold. His contributions to growing the firm’s investment platform and executing its inorganic growth initiatives have helped to shape Wealth Enhancement Group into a leading investment advisory platform.
Bio
With a background in technology and business strategy for companies including Target and U.S. Bank, Chris provides a seasoned perspective, working with the Executive Leadership Team to align departmental strategy or direction with the organization’s overall goals. She has more than 25 years of professional and leadership experience with roles in project management, business analysis and process development, including over ten years of experience in the financial services industry.
Bio
Prior to coming to Wealth Enhancement, Rick worked on CRM strategy for a multinational information technology company and worked on key customer usage and adoption for one of the nation’s leading CRM platforms. He currently leads the Information Technology department for Wealth Enhancement. Rick enjoys sailing in the warmer months and skiing in the winter. He is married with three sons.
Bio
Jason brings more than 20 years of experience in Information Technology to his role as Vice President, Platform Infrastructure, where he oversees all IT operations and infrastructure. His background includes driving technical strategy, architectural direction and process improvement for a leading multinational technology company and one of the largest department store retailers in the US. Jason resides in Albertville, MN with his wife Rebecca and their three children.
Bio
In his current role, Matt leads the Technology Development team that is in charge of all application development and data integrations. His prior experience was with Wells Fargo and US Bank, utilizing his background in Finance. Matt lives in Rogers, MN with his wife Tammy and their son. He enjoys golfing, traveling and spending time at the cabin with his family.