Todd has been working with small business clients and individuals since 1996. An active supporter of his community, Todd has worked with the Anderson Animal Shelter, a Chicago-area anticruelty society, for more than 10 years. Todd is an multi-winner (2017-2023) of the “FIVE STAR Wealth Manager” award.* He is also involved with Immanuel Lutheran Church, as well as the Kane County Forest Preserve. Todd currently resides in West Dundee with his wife, Lisa.

For Damien, maintaining the highest level of professionalism and integrity with clients is paramount. He has helped clients prioritize, organize, and simplify their financial matters and has experience in investment, retirement, estate and insurance planning.

Over the course of his career in the financial industry, Dan Cotton strives to earn the trust of Wealth Managers and clients through his integrity, wisdom and leadership. Dan shows a genuine interest in helping individuals comprehend, evaluate and implement financial strategies to those he serves. The real benefit of working with Dan is the confidence, comfort and clarity of purpose he strives to provide to his clients and teammates.

Michael focuses on developing and coordinating effective comprehensive planning strategies while providing the highest level of care and service to our clients.  Michael lives in St. Louis Park, MN with his wife and children. Outside of work he enjoys travel, golf, and playing music.

Peter began his career in 1998 as an advisor at a boutique Park Avenue investment firm. Three years later, he moved on to Smith Barney before becoming an independent advisor in 2004. He joined CJM Wealth Management in 2006 as Managing Director and Partner, where he was a major contributor to the firm’s growth and development.

Before joining Wealth Enhancement Group in 2019, Robert was a managing partner with Planning Solutions Group. He specializes in providing comprehensive financial planning strategies, with an emphasis on estate preservation, business succession planning and asset management. Robert has been a featured speaker at many industry events and is a trusted partner to area CPA firms, banking institutions and law offices and he was named a FIVE STAR Wealth Manager (2017-2023)*.

Mary Beth brings an extensive background in the financial services industry to her role at Wealth Enhancement Group. She began her career in banking and in 1987, she began working for a large broker dealer firm in Pennsylvania. In 1997 she joined Retirement Strategies, Inc. as Operations Manager and became a partner in 2005. She is passionate about creating and monitoring clients’ financial plans and employing strategies that help clients achieve their goals and life dreams.

Jack has over 27 years of financial industry experience. He began his career in corporate finance as a Financial Analyst then worked in institutional investment management serving as an Equity Analyst and Portfolio Manager for healthcare sector-focused mutual funds and long-short equity funds.

Prior to joining the Wealth Enhancement Group as a financial advisor, Joseph held positions as a portfolio manager and advisor with the Levy Wealth Management Group and Lockwood Advisors. Joseph is dedicated to providing customized wealth management services to a wide range of clients. He specializes in asset allocation implementation and customization of plans for high-net-worth individuals.

Michael brings a strong background in investment and retirement planning for high-net-worth clients to his current position as a financial advisor with the Wealth Enhancement Group. He began his career with The Vanguard Group and later joined the Levy Wealth Management Group, a personal financial planning and corporate retirement planning practice.