Bruce has worked with Wealth Enhancement Group clients for more than 25 years, first as the head of portfolio management and now as a Financial Advisor on the Santjer-Beissel-Weiland team. Bruce is a multi-winner (2017-2023) of the FIVE STAR Wealth Manager award as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.* Before working for Wealth Enhancement Group, Bruce gained experience as an analyst for a large regional broker-dealer and a regional bank.

John has been immersed in the wealth and estate planning community his entire career. He has a special interest in helping individuals and families develop an enduring legacy based on their own values through philanthropy. His involvement in the Philanthropic Advisor Leadership Institute, Children’s Healthcare Legacy Advisor Council and the Atlanta Estate Planning Council has strengthened his resolve. John was also a Five Star Wealth Manager Award Recipient (2017-2019, 2021-2023)*

Jay began his career with Price Waterhouse in New York, working as an auditor while earning his MBA in both accounting and finance and earning his CPA license. As a fluent speaker of German and French, Jay transferred to Zurich, Switzerland where he worked on a due diligence assignment assessing the value of a small investment management practice. This experience led to Jay’s interest in a career in investing.

bferguson@wealthenhancement.com

Michelle has more than 30 years of experience in management, sales and marketing in the wealth management industry. Before joining the Wealth Enhancement Group as a financial advisor, she held positions with U.S. Trust, Washington Trust and Northwest Investment Counselors. She specializes in providing wealth management and investment consulting services to families, developing customized strategies for long-term wealth transfer.  

Originally from Ohio, John moved to North Carolina to attend Wake Forest University. Upon graduation he joined Merrill Lynch as an account executive - subsequently moving on to Robinson Humphrey. After several years at RH John formed his own independent advisory company. In 2022 John merged his firm into the Wealth Enhancement Group, an 88-billion-dollar investment advisory firm which increased the scale and resources of his practice.

John has more than 22 years of experience in the wealth management industry. In his current position as a financial advisor with the Wealth Enhancement Group, he helps individual clients develop long-term financial plans with customized investment, asset allocation, and debt management strategies.  John and his wife, Karen, live in Hurricane, West Virginia. He is a member of the Sleepy Hollow Golf Club where he enjoys playing golf with friends and family. 

Tim provides clients with ongoing, comprehensive wealth management strategies and financial guidance while delivering personalized service. He develops strategies designed to preserve assets, plan for retirement, and fund education. Tim works with individual and business clients to establish their financial goals and objectives. He then creates and manages portfolios to help meet those goals. Tim joined Wealth Enhancement Group in 2020 through the SVA Financial Group acquisition.

Brian has worked in the financial advisory and planning arena for over a decade. He is dedicated to helping individuals and families grow and preserve their wealth, focusing on retirement planning, investment management, tax planning, and estate planning. Known for his personal approach, Brian excels at simplifying complex financial concepts, making them accessible and understandable for his clients.

Chris has worked in financial services since 1990. He believes that portfolio management and advice begin with a comprehensive financial plan. Striving to provide clients with education and good counsel that will help them to achieve lasting financial security, Chris seeks to help those intent on a secure retirement.