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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
Jeff brings more than 20 years of experience in the financial services industry and has dedicated himself to understanding the needs and priorities of individuals and families. He focuses on providing clients with comprehensive financial advice and investment strategies designed to grow and preserve wealth. Jeff started his career as an equities trader for a small firm in New York.
Bio
klynn@wealthenhancement.com
Ken is recognized as a founding member of the esteemed Kings Point Team. His journey in the finance industry commenced with Smith Barney, where he honed his skills as a financial advisor, following the successful launch and eventual sale of a lucrative entrepreneurial venture.
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With a career that spans financial services, law and international affairs, Sarah brings deep knowledge to the firm. She has been integral to shaping financial strength for individuals and families by providing comprehensive, customized financial advice and investment strategies designed to grow and preserve wealth. Sarah has worked as a wealth management advisor for more than a decade. Prior to that, she was a practicing family law attorney.
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Nate is a seasoned professional with more than 20 years of experience in the financial services industry and leads the MACRO Team. Nate grew up at Ameriprise Financial and has always believed that a comprehensive approach can simplify a client’s life, inspire confidence and reduce stress. He attaches great importance to financial planning, the value of good advice and the importance of helping clients identify biases that may exist in their decision-making process.
Bio
Alex started his time at Wealth Enhancement Group as a Client Service Associate, becoming the liaison between advisors and clientele. Obtaining his CRPC designation, Alex was promoted to Associate Financial Advisor where he engages in financial planning, investment management, and product research. Alex strongly believes in a collaborative approach to help clients achieve financial well-being.
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Bill has a special interest in retirement income planning and has over thirty years of experience advising clients. His focus on asset allocation, research and investment planning allows him to take an individual approach to each client’s needs and goals.
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Tom is a seasoned professional with decades of experience in the financial services industry. In one of his earlier roles, Tom worked as a Financial Planner for one of the world’s largest tax advisory firms. His skills cover all aspects of wealth management including retirement income planning and employer benefit plans. In his current role, Tom maintains all aspects of the client relationship; including comprehensive portfolio recommendations, client review meetings, and financial analysis.
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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.
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David has had a diverse and international career, spanning education, technology, banking and wealth management. He has been involved in wealth management since 2017, with a focus on investment management for clients. David holds the Chartered Financial Analyst® designation and is a member of the CFA Colorado Society. He received a master’s in finance from IE Business School in Madrid, Spain.