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.

Adam earned his bachelor’s degree in finance from St. Cloud State University in May of 2011. He immediately began his career with Wealth Enhancement Group and has served in both, client service and financial planner roles throughout his tenure. As a result, he has gained valuable experience in all areas of the financial planning process and embraces the relationships that are created with clients.

Kelly has more than 15 years of experience in the financial services industry and has contributed to the success of Wealth Enhancement Group in a variety of roles. As an associate financial advisor, Kelly helps to facilitate client meetings, assists with financial planning and is a point of contact for client inquiries. She has studied economics and business administration with an emphasis in management. For fun Kelly likes to travel and spend time with family and friends.

Emily began her career with Wealth Enhancement as an intern in the Oakdale office. In her current role she prepares reviews for clients and financial plans for prospective clients. Emily enjoys spending her free time with her husband Sean and their two children.

Tom joined Wealth Enhancement in November 2021 as an investment analyst specializing in fixed-income research and trading. Previously, he spent a decade as a senior buyer for a large automotive group, making purchasing decisions for nine different automotive franchises. Tom’s passion for financial markets caused him to change career tracks and enter the wealth management industry.

Nick began his career in the financial services industry in 2022 as an intern with Wealth Enhancement, transitioning to a full-time position as a financial planning assistant after graduation from college. He is dedicated to delivering great service to his clients and focuses on working in the client’s best interests, from client onboarding to operations and trading.

Prior to joining the Cardan Team at Wealth Enhancement Group in 2023 as a financial planner, Kyle worked as a research assistant at the Hoover Institution at Stanford University. During that time, he analyzed key policy data from the Federal Open Market Committee at the Federal Reserve, equipping him with valuable insights into economic trends and their effects on financial decision-making.

Joey graduated summa cum laude from the University of San Diego with a Bachelor of Business Administration, double majoring in Finance and Real Estate. Originally from Portland, Oregon, Joey moved to San Diego for school and has since made it his home.

Nick began his career in the financial services industry in 2020, joining Wealth Enhancement Group in 2024. He plays a vital role in supporting advisors to achieve financial prosperity for their clients. He is detail-oriented, thorough, and actively involved with the planning and implementation process of a client’s financial plan. In his free time, Nick enjoys traveling, watching football, and spending time with family and friends. 

Zach joined Wealth Enhancement Group as an associate financial advisor with five years of previous experience as a research analyst intern and investment management intern. With his strong analytical background and relationship building skills, he provides exceptional service to his team’s clients, opening accounts, overseeing portfolio trades and other administrative duties.