In 2022, Brian joined Wealth Enhancement Group through the acquisition of Financial Management Concepts, which he formed in 1991. From a very early age, Brian displayed entrepreneurial instincts. For example, he started his own neighborhood candy store when he was 10. He got a job at McDonald’s as a 15-year-old and was shift manager by the time he was 17.

Colleen has provided comprehensive financial planning and asset management services since 2007 and has 29 years of experience within the financial services industry. Colleen works collaboratively with her clients to establish wealth management strategies designed to reach the clients’ financial goals through each stage of their lives. Servicing clients’ needs and providing objective advice are Colleen’s top priorities.

For more than two decades, Ed has been a respected Massachusetts-focused investment advisor and financial planner based in Burlington. Over those years, Ed has been committed to helping individuals, families and small businesses with asset management, retirement planning, tax planning issues, education planning and estate planning. Ed joined Wealth Enhancement Group in 2022 through the Pinnacle Private Wealth acquisition.

Ben started his career in financial services as a temp at Charles Schwab in 2007 and eventually became one of the firm’s top financial consultants. He later joined SoundView Advisors as a financial life planner and director of marketing. Ben enjoys working with clients and finding creative solutions to help them have confidence in their financial futures. In his free time, Ben enjoys spending time with his wife Larissa and their three children.

Anna has over 3 decades in the investment advisory industry. In 1989 she helped launch a high-touch boutique advisory firm focused on portfolios customized to individual goals and objectives. Her primary focus was to make certain all clients’ needs were met with accuracy and efficiency. Anna believes that her skills acquired over the last 3 decades makes her perfectly suited for her current role as Senior Vice President, Managing Director | BTR Team.

Mike started his financial advising career in 1994 consulting local business owners working for a Chicago based accounting firm. In 1998 he created his advisory firm with the premise that he would act as his clients’ personal financial guide, because that best describes the comprehensive planning and financial management role he can play in their lives.

Richard Feldman has over 15 years of experience in the financial services industry. He joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition. Richard brings a wealth of experience in advising clients on portfolio construction, risk management strategies, and retirement planning. His experience includes financial planning, trading, and client advice.

Prior to joining Wealth Enhancement Group in 2023, Erik worked as a Wealth Advisor with Ryan Financial and in both the home office and as a Financial Advisor with Edward Jones. He is a Colorado native and graduated from the University of Colorado. Erik holds the CERTIFIED FINANCIAL PLANNER™ designation.

Since entering the wealth management field in 1995, Mike has experienced a wide variety of market conditions. He understands the dynamics of risk management, and whatever type of market forces are in play, Mike has maintained a few consistent and unwavering principles: Do everything in the absolute best interest of the clients. Make complicated issues easy for clients to understand. Always remember that the most essential part of a conversation is what the client has to say.

ckerber@wealthenhancement.com With more than two decades of wealth management experience, Conrad applies his vast knowledge of investments and insurance products to help clients make the most of their financial lives. When supporting clients, he focuses on preserving their assets and lifestyle while strategically pursuing their most important goals.