A planning-oriented advisor, Erik serves a key role on the Roundtable team of specialists and advisors by focusing on clients’ unique needs and situations. Erik has vast experience in the financial and investment industry that started in 2004. Erik provides personalized financial management and advice designed to help his high-net-worth clients reach their financial goals. He is interested in building long-term relationships based upon mutual trust and understanding.

Lisa works collaboratively with clients to establish wealth management strategies designed to achieve their financial goals. She enjoys servicing clients’ needs and helping clients during different stages of their lives. Prior to joining Wealth Enhancement Group, Lisa worked as a financial advisor for a Madison-based financial institution. In her free time, Lisa enjoys spending time with family, road biking and hiking. She is married and lives in Middleton, WI.

Brandon Mather joined Wealth Enhancement in 2023 as a member of the Gensler Team. With a career in financial services dating back to 2009, he has gained extensive experience across multiple roles in the industry, honing his expertise in investment management, tax-efficient strategies, and estate planning. Brandon is passionate about helping clients navigate complex financial decisions, leveraging tax strategies and designing customized investment portfolios tailored to their unique goals.

Shawn brings two decades of experience in the financial world to his current position as a financial advisor with Wealth Enhancement Group. He focuses on providing wealth management services to a broad range of clients, overseeing portfolios and developing investment recommendations designed to help with attaining long-term financial goals.

Teddy Roosevelt once said, “Nobody cares how much you know until they know how much you care.” Since 1999, Jerry has approached financial planning in this way, with a sincere desire to understand not only the facts and figures of an individual or family, but also focused on hopes and dreams or in some cases what keeps you up at night? Financial planning done properly is life planning - a trusted and valued partnership spanning many years and multiple generations. This philosophy makes Jerry a

Matt has worked in the investment industry for over 30 years, with experience in portfolio management and equity analytics at Wilshire Associates — and the valuation of private businesses at a CPA firm. He was also the co-founder of Northwest Investment Counselors in 1998. As a financial advisor with the Wealth Enhancement Group, Matt leverages his extensive understanding of fundamental and quantitative analysis to develop customized solutions to suit each client’s individual situation. 

Mark has worked in the investment industry for over 30 years, with experience in portfolio management, equity and fixed-income analysis, and commercial lending at Franklin Templeton and SunTrust Banks. He later co-founded Northwest Investment Counselors. As a financial advisor with the Wealth Enhancement Group, Mark leverages his extensive investment and analytical skills to oversee client portfolios and develop long-term wealth strategies for his clients. 

Nate brings nearly 15 years of financial planning expertise to the firm, most recently as Chief Planning Officer for the Financial Advisory Group. There, he oversaw the financial planning team and the development of long-range strategic plans for clients, including cash flow, current financial position, retirement, insurance/benefits, and analysis of complex estate plans, as well as managing the bill pay services for family office clients.

Steve spent nearly a decade working as an engineer before pursuing his passion for helping people meet their financial goals. In 1993, he founded an independent advisory firm with a client-first approach to financial planning before joining forces with Atlas Financial.

Brad has been working since 2014 to help clients achieve their financial goals through comprehensive financial planning and investment advice. In his role as a Financial Advisor, Brad leverages the financial plans that he and his clients create together to ensure that the advice and recommendations he gives them are specifically tailored and customized to the individual situation.