Joel has been providing personal financial planning and investment services to corporate executives and high net worth individuals and their families since 1998. He tailors his advice for each client by integrating their life goals with their personal finances, while using his expertise in investments, income taxes, long-term cash flow, estate planning, and employee benefits in the process.

Brent has been advising Wealth Enhancement Group clients since 2007. As a believer in the power of teamwork, Brent often leverages the vast knowledge and resources of Wealth Enhancement Group to provide great service and smart strategies to his clients. Specializing in values-driven planning and retirement income planning, he takes pride in his ability to listen and help clients pursue their life goals through comprehensive financial planning. A St.

Chad has played an instrumental role in the Hockert-Whiley-Essman team’s success for nearly a decade. His passion is educating clients about the risks they face in retirement by breaking down complex situations into easy-to-understand pieces so they can make the best financial decisions for their retirement. He enjoys helping clients pursue their retirement goals by leveraging his financial background and unique combination of designations.

Jeff has been a Financial Advisor for more than 20 years. He is passionate about educating his clients on the most comprehensive strategies to help minimize their investment risk and maintain their current lifestyle during retirement. He considers listening to his clients his greatest strength and applies the knowledge of the entire Wealth Enhancement Group team to help manage the assets that clients already have and help them make educated decisions for the future.

John’s experience includes working on both the individual and institutional sides of the business at Morgan Stanley and Vanguard. John graduated from The University of Arizona with a degree in Economics, with a focus on business. He believes that the key to his strong relationships with clients is trust; his clients’ best interest is at the forefront of his recommendations.

As the leader of the team, Dustin works to create, monitor and adjust comprehensive wealth management plans for all his clients nationwide. He has extensive expertise in financial planning and was an adjunct professor for many years, teaching CFP courses. Dustin shares his valuable knowledge and experience as a regular guest on the WCCO morning show and was recently quoted in Forbes and Bloomberg.

A thirst for knowledge and dedication to his profession is what marked Peter’s first decade in the financial sector. Peter’s talent and work ethic have seen him rise from a Client Service Associate at a boutique wealth management firm, to the role of Associate Financial Advisor and most recently Vice President, Financial Advisor at Wealth Enhancement Group.

Peter’s career in the financial services industry started in the late ‘90s. Over the course of his long and successful professional journey he has held a variety of roles, all of which have showcased his abilities in retail and institutional sales, as well as relationship management and financial planning.

Steve focuses on providing comprehensive financial planning and investment management, oriented toward clients’ goals and aspirations. He is dedicated to serving as their trusted resource for any significant decisions that affect their financial lives. A long history of executive experience in private industry helps him understand the opportunities and challenges clients face, as well as the overlap between personal and professional finances.

As a financial advisor with Wealth Enhancement, Aaron focuses on retirement planning, income strategies, protection of assets, preservation of principal, and risk management. He develops and implements customized, comprehensive strategies for each client to help them reach their long-term financial goals. Aaron has been in the financial services industry for over 15 years, most recently with the Householder Group Estate & Retirement Specialists.