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Kelly spent 16 years in financial leadership roles with Ameriprise Financial and its predecessor American Express Financial Advisors. While at Ameriprise, Kelly served as Vice President Treasury, overseeing the firm’s treasury operations as well as providing leadership for its balance sheet and risk management initiatives.
Bio
Karl joined Wealth Enhancement Group in 2015 and has been in the financial services industry since 2014. He began his career in client services and has since found his passion in trading. He currently resides in Hopkins and enjoys spending time with his dog Luna.
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Mike brings more than 47 years of financial services experience to his role at Wealth Enhancement Group.
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Todd is a seasoned advisor and business development executive with more than 25 years of experience in the institutional securities and investments business. His principal focus has been advising high-net-worth investors around custom strategies in a Fiduciary capacity. Over the course of his career, Todd has been involved in several business development efforts across multiple asset classes, taking them from the ground up to commercial success.
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Since joining Wealth Enhancement Group in November 2000, Tenielle has been passionate about delivering comprehensive financial planning. She has focused on making it easy for advisors to have access to knowledgeable Roundtable™ specialists and resources so that they can provide the best advice, service, and experience to our clients. Tenielle enjoys spending time with her husband, Steve, and two daughters, Ava and Luella, at their Big Sandy Lake home in northern Minnesota.
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Gary began his career in investment strategy and management in 2003. He is highly-skilled in the areas of macroeconomic research, portfolio management and investment analysis. Gary also enjoys delivering market commentary and guidance to clients. He lives in Morris Township, NJ with his wife Andrea and their daughter Avery. In his free time, you will find Gary spending time in the outdoors, running and playing sports.
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Amy’s past roles have been at major corporations such as Wells Fargo, US Bank, Covidien, and Johnson & Johnson. In her current role, she oversees operational accounting, general ledger, accounts payable, accounts receivable, payroll, commissions, audit, tax, corporate insurance and integrations. Additionally, Amy owns and operates an automotive collision repair facility specializing in RVs and heavy-duty truck repairs.
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A proven Financial Services executive with over 25 years of functional and leadership knowledge, Dan joined WEG in 2023.
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Michelle joined Wealth Enhancement Group in 2023 bringing experience in sales leadership, innovation and growth to her role. She has been working in financial services since 2007. She began her career at Fisher Investments, holding positions in operations, mergers and acquisitions, and as an advisor to over 180 high-net-worth households. She later joined Personal Capital (purchased by Empower in 2020).
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Stephanie joined Wealth Enhancement Group in 2008. She is driven and dedicated to our clients, with a relentless work ethic. She anticipates and exceeds client needs, with a proven track record of going above and beyond to deliver exceptional service with precision and efficiency. Stephanie is a graduate of the University of Wisonsin-LaCross. Outside of work she enjoys running with her sweet dog, Bodi, and spending time with her husband, Brett, and her two daughters, Quinn and Riley.