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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
Kyra joined Wealth Enhancement Group in 2017 as a member of the central Trade Desk. She later moved to the Dustin Smith Team where her primary focus was on providing excellent customer service to clients. Currently, as a CFP ® professional, Kyra assists in developing, monitoring, and adjusting financial plans while working with clients directly as a financial advisor. In her spare time she enjoys golfing, biking, and relaxing at the cabin over the summer with family and friends.
Bio
Daniel launched his career in finance in 2000 as a corporate financial planner and analyst at Clorox. In 2013, he shifted into personal financial planning with Northwestern Mutual. In his current position as a senior financial planner with the Wealth Enhancement Group, Daniel helps his clients navigate complex financial decisions, focusing on tailored strategies for long-term success.
Bio
Nick has worked with Wealth Enhancement Group for 20 years after starting his career at a large financial services firm in downtown Minneapolis. He enjoys spending time with his wife Shelly and two sons, Brady and Max. When Nick is away from the office you can most likely find him at a ball field coaching his boys, sports teams
Bio
Chad has worked in the financial services industry since 2001, holding a variety of leadership and client-facing roles across insurance, retirement, and wealth management. His experience spans large-scale advisor development, strategic sales enablement, and direct client engagement—giving him a unique lens on what it takes to serve clients well and grow a business with purpose.
Bio
David brings over 30 years of financial services experience to Wealth Enhancement. After 20 years at Janus Capital Group in Denver, Colorado, he held positions at several start-up firms in the private equity space. Most recently, he worked at Shelton Capital, a boutique manager that utilized a covered call strategy to produce additional income for clients’ portfolios.
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Mike is a Senior Vice President, Financial Advisor in the Plymouth, Minnesota office. Before joining Wealth Enhancement in 2003, he spent seven years in the information technology industry.As a family man, Mike enjoys coaching and attending his kids and grandkids activities in his spare time.
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Kim brings over 20 years of financial services experience to her role including her CERTIFIED FINANCIAL PLANNER™ designations. She earned a bachelor’s degree in Sociology from St. John Fisher College. Kim went to QCI after 14 years with Manning & Napier Advisors where she was the Managing Director of their Client Services Department. Prior to Manning & Napier Advisors, she served as a Branch Manager for JPMorgan Chase. She joined Wealth Enhancement Group in 2021 through the QCI acquisition.
Bio
Cherie works closely with client services and the client management teams in the daily operations of the firm. Prior to her current role, she was an Advent Portfolio Specialist at WilmerHale LLP, where she was responsible for managing and maintaining systems support. Before her role at WilmerHale LLP, she worked in operations at Heritage Capital Management, Inc. and B&L Asset Management LLC, the wealth management arm of the Burns & Levinson LLP law firm.
Bio
As Chief Growth Officer at Wealth Enhancement Group, Eric oversees organic growth for the firm, with a focus on driving digitally enabled growth in marketing, planning and the client service experience. With over 25 years of experience in startup, growth, and public technology companies, realizing multiple successful acquisitions and an IPO, Eric champions a technologically advanced and highly personalized advisor and client experience.