Keith has been in the financial industry since 2005. He provides comprehensive financial planning to his clients, as well as asset management, investment analysis, education planning, and social security planning services. Keith also provides fiduciary advisory services to qualified retirement plans, helping ensure they are audit-ready. He also holds educational meetings for plan participants and helps them become retirement-ready.

Christopher graduated Seton Hall University with a BA in Social and Behavioral Sciences, with minors in Social Work and Political Science. He completed the Financial Planning certificate program at Fairley Dickinson University and earned the CERTIFIED FINANCIAL PLANNER™ certification. Chris joined Wealth Enhancement Group in 2022 through its merger with Burke Financial Strategies.

Robert began his career in 1994 with a variety of positions in sales, service and management. Since 2007, he has advised clients on investment management solutions across all major asset classes, prioritizing preservation and growth through asset allocation, security selection, and tax planning.

Chris grew up in Washington, Iowa and graduated from Luther College in 1997 with a degree in Psychology. He found his calling in financial services at a Fortune 500 organization in 2006. As a Financial Advisor with Wealth Enhancement Group (he joined us in 2022 through the Hawkins Wealth Management acquisition), Chris is focused on a holistic approach to building long-term, impactful relationships. He seeks to empower clients with the confidence and wisdom to realize their hopes and dreams.

As a Vice President, Financial Advisor at Wealth Enhancement Group, Erika has a passion for helping clients plan for their future, but also volunteers son various boards and organizations in her community. With over two decades of financial experience, Erika joined Wealth Enhancement Group in 2021 through the Vivid Financial Management acquisition. Her commitment to be a trusted and dependable presence for her clients and colleagues remains undimmed.

Dave was a Partner with Chase Lincoln Capital Advisors, where he managed both large cap and small cap mutual funds and common trust funds with combined assets exceeding $300 million. Dave began his career in 1982 with Howe & Rusling, where he was the Manager of Equity Research. He joined Wealth Enhancement Group in 2021 through the QCI acquisition. In his spare time, he enjoys playing golf, and spending time with his wife, Mary, and three children.

Mark’s approach to wealth management includes taking into consideration all stages of life and the different goals and objectives that come along with them. He equips his clients with long-term financial plans that help to reach each targeted milestone and incorporate risk management. Mark is a member of the Financial Planning Association.

John Michael entered the financial services industry in 1992 when he joined Prudential Securities as a Financial Advisor in Ft. Myers, Florida.

Julie joined Wealth Enhancement Group in 2022 through the Scroggins Wealth Management acquisition. Throughout her career in the financial sector, Julie has maintained a commitment to building lasting relationships based on valued and professional experience and a deep understanding of what a client needs from their advisor.

Colin has more than 10 years of experience in the financial services industry, including spending the earlier part of his career with J.P Morgan’s Chief Investment Office located in New York. He is a graduate of Florida Southern College with a BS degree in Business Administration and Economics. Colin works closely with clients to develop a planning process which will simplify their investment, tax and estate planning needs.