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Bio
Esther brings over 20 years of experience in the financial services industry with a strong background in fixed income. Her focus will be on business development within the Rocky Mountain region.
Bio
Kevin joined Wealth Enhancement in August 2025, bringing nearly a decade of experience in financial services with a focus on financial planning, customer success, and trading.Prior to his current role, Kevin spent four years at Empower (formerly Personal Capital), three years at Fisher Investments, and three years at Merrill Lynch. His diverse experience across these firms has shaped a well-rounded, client-focused approach.
Bio
Since 2011, Kate has leveraged widespread experience in the financial services industry to specialize in solving client challenges through comprehensive financial planning.
Bio
Sam is a seasoned financial services professional with over a decade of experience helping individuals and families navigate their financial lives with confidence. His career began at Fidelity Investments, where he managed client relationships and provided personalized investment guidance. He later worked with ultra-high-net-worth families at AllianceBernstein, gaining deep insight into complex wealth management needs.
Bio
In 2020, Michael, with decades of experience rooted in entrepreneurship, transitioned into the financial services industry — specializing in executive coaching and consulting for financial advisors and practice owners.
Advisor Team
We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Hockert-Essman team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.
Advisor Team
The Dustin Smith team focuses on the client relationship first and foremost. When our clients know that they matter to us, we feel that they’re more comfortable contacting us when they have questions. As a Certified Financial Planner, we work with individuals and families to help them towards their financial goals — answering those questions with comprehensive advice.
Advisor Team
At the Santjer-Beissel-Weiland Team, we specialize in simplifying complex financial topics and offering a holistic approach to financial planning. With our strong focus on client service and tax-efficient strategies, we help families across multiple generations grow, shield, and pass on their wealth. Our experience in managing generational wealth has culminated in us supporting high-net-worth families, aligning their financial goals with their opportunities.
Advisor Team
At the Schaefer Team, we help our diverse clientele be prepared for life’s uncertainties with comprehensive financial planning, crafted with care by our Roundtable™ of financial specialists. Our personalized approach prioritizes our clients’ goals and values throughout the entire planning lifecycle, leveraging holistic strategies aimed at enhancing the probabilities of success.
Advisor Team
We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Hess team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.