Mark joined Wealth Enhancement Group in 2001 because of the philosophy of teamwork and strong client focus. He strives to build trust and confidence in clients so they can be free to live their lives without the burden of managing their finances. He has also been named a Five Star Wealth Manager six years in a row (2017-2023).* Mark is a lifelong resident of the Brainerd Lakes area and he and his family enjoy all that northern Minnesota has to offer.

Prior to joining the financial sector, Roger was a partner in his family’s franchise restaurant business for 15 years – growing from one to six restaurants. After the restaurants were sold in 2001, Roger transferred his business and investment experience to working with individuals as a financial advisor. Roger joined Wealth Enhancement Group in 2021 through the Vivid Financial Management acquisition.

Tony joined Wealth Enhancement Group in 2015 and enjoys working with clients to deliver excellent service. A CERTIFIED FINANCIAL PLANNER™ Professional, he is a graduate of Minnesota State University, Mankato. Born and raised in Brainerd, MN, he enjoys outdoor activities and spending time with his wife Erica and daughters Leighton and Brekken.

Since starting his journey in the financial services industry in 1992, Scot has been fully dedicated to helping clients work toward their financial objectives by developing investment plans around their long-term goals and risk tolerance. His extensive experience in various types of markets and economies enables Scot to help clients structure balanced portfolios to address specific financial goals and needs.

A second generation financial advisor, Bret learned early in life the importance of balancing a budget, setting financial goals and managing risk through the lessons taught by his father around the breakfast table.

George is deeply committed to helping clients achieve and sustain financial confidence throughout retirement. His professional experience and in-depth knowledge make him exceedingly qualified to give advice on nearly any personal finance topic. As a corporate Tax Auditor for the New York State Department of Tax & Finance in 1991, he gained extensive knowledge on how to read financial statements and develop strategies to minimize income taxes.

Preston has served institutions and families in the financial services industry since 2006. He believes that everyone should have access to comprehensive, customized, objective financial advice. Preston works along with the Roundtable™ to tailor expert advice for each client by integrating their life goals with personal finance. He prides himself in making high-level financial strategies and concepts clear and easy to understand.

As a CERTIFIED FINANCIAL PLANNER™ professional, Steve combines over 25 years of experience along with his technical expertise and communication skills to solve comprehensive planning issues. He understands that a successful plan relies on implementation, ongoing monitoring, and fine tuning. Through his exceptional client service team and the expertise of Wealth Enhancement Group, he is able to help ensure that his clients’ values become reality.

David has assisted clients with integrity, understanding, and respect for nearly two decades. His goal at Wealth Enhancement is to bring financial services experience, Biblical wisdom, comprehensible communication, and a client focus together as an advocate for his clients’ financial wellbeing.

It was 1993 when Derek commenced his long journey within the financial sector. Almost three decades later, he joined Wealth Enhancement Group in 2022 through the Titus Management acquisition. Over the course of his career, Derek has provided fee-based investment advisory services, traditional brokerage services, in-house market research, as well as management of individual, trust, retirement/qualified, and nonprofit accounts.