Nate joined Wealth Enhancement Group in 2012 and enjoys working with clients to help guide them to reaching their financial goals. He is a graduate of Winona State University and has worked in the investment industry since 2000. Nate lives in Mahtomedi with his wife Jennifer and their children.

Kari has over 15 years of experience in the wealth management world, beginning with her first position at MetLife. In her current role with Wealth Enhancement Group, she brings extensive experience working with ultra-high-net-worth clients and providing customized plans for estate planning, wealth transfer strategies, decedent trusts, and private placements. Kari understands the unique needs of business owners, as well as the many opportunities for corporate retirement plans.

Tom Flynn, a CERTIFIED FINANCIAL PLANNER™ professional, has been serving clients of Wealth Enhancement Group for over three years now. After graduating with a degree in financial planning from Temple University, Tom has combined his education with a natural inclination towards solving complex problems to ensure that every client has a financial plan best suited to them.

Patricia has helped clients achieve their income and long-term planning goals for more than 30 years in the financial services industry. She has held positions as financial advisor, trust officer and operations manager throughout her career. She joined Wealth Enhancement Group through the 2018 partnership with Retirement Strategies, Inc.

Christopher worked as a financial analyst in commercial lending with Wells Fargo. He joined his father’s team in September 2019. Christopher and his father specialize in helping individual investors who are approximately five to ten years from retirement and working with them throughout their retirement on an ongoing basis.

Tim began his career in the financial services industry with JP Morgan and later joined the Levy Wealth Management Group as a wealth advisor. As a financial advisor with the Wealth Enhancement Group, Tim takes the time to understand what is important to each client and offers a wide variety of investment strategies tailored to the client’s particular needs and values.

Wesley began his career as an auditor with various accounting firms in Philadelphia. He later shifted into the wealth advisory field with the Levy Wealth Management Group. In his current position as a financial advisor with the Wealth Enhancement Group, Wesley uses his knowledge and experience to help his clients achieve their long-term financial goals. In his free time, Wesley enjoys skiing and trips to the shore.

Born in Fort Myers, Joe is a true South Florida native whose passion for finance and portfolio management led him into the financial industry as an intern analyst during his senior year of college. Joe joined Wealth Enhancement Group in 2022 through the Integra Capital Advisors acquisition. His role provides him with the opportunity to offer his clients objective, fiduciary advice on how to best prepare for their financial futures.

Heather’s specialty is plan design, specifically cross-tested plans, which can maximize owner profit-sharing contributions in the retirement plan. Heather also provides day-to-day customer support for businesses and their employees in administering their 401(k) plans. She assists with legal and compliance issues that arise. Heather joined Wealth Enhancement Group in 2020 through the SVA Financial Group acquisition. She is also a member of the Madison Benefit Council.

Before joining Wealth Enhancement Group, James was a Registered Client Associate with Wells Fargo Advisors, working with multiple financial advisors across the country. Prior to that, he was a Retirement Specialist with Vanguard. James holds multiple industry licenses as a financial advisor. Outside of work, James enjoys traveling with his wife and Bernese Mountain dog, and playing golf.