skluesner@wealthenhancement.com

Jake has 25 years of experience in the financial industry. He specializes in comprehensive financial planning and asset management for high net worth clients to help them achieve their long-term goals. He loves building personal relationships with his clients and enjoys the trust he earns over family generations.

Zeke joined Wealth Enhancement Group in 2022 and has been in the financial services industry since 2014. As a CERTIFIED FINANCIAL PLANNER™ professional, Zeke uses the financial planning principles to help his clients with retirement, tax, estate, education and insurance planning based on their individual goals and concerns. During his free time, Zeke loves to travel, participate in Spartan obstacle course races, play tennis, and host board game nights with friends.

Scott’s dedication to his clients comes from his belief that every individual or family deserves a trusted advisor to guide them through the often-complex financial decisions that need to be made before and after retirement.

With over 25 years in the investment advisory industry, Danielle brings comprehensive knowledge to her current position as a financial advisor with Wealth Enhancement. She uses a customized, client-centric approach to portfolio management, securities research, trading, client service, operations and compliance. A long-time resident of Boise, Idaho, Danielle enjoys spending time with family and friends, reading, mountain biking and crocheting. 

With over 17 years of experience in the financial industry, Jenn brings significant knowledge and experience to her clients as a seasoned financial advisor with Wealth Enhancement. Jenn’s career began with a focus on employer-sponsored retirement plans, where she excelled in teaching people about investing, retirement planning, Social Security strategies, and more.

Matthew has served in the financial services and banking industry since 2010. He worked at Wells Fargo and U.S. Bank before becoming a financial planner at Fidelity Investments. He went on to become a Vice President, Financial Advisor at PNC and a Wealth Management Advisor at TIAA before joining Wealth Enhancement Group in July 2023.

Kerry has over 20 years of in-depth experience in wealth management, having previously served as a Senior Wealth Advisor at The Mather Group and as a Regional Vice President at Mercer Advisors. He specialized in coordinating and integrating clients’ financial plans, tax strategies, investment management and estate plans. Before diving into the financial services industry, he spent six years in the US Navy as a nuclear operator on submarines.

Adam is dedicated to providing comprehensive financial counseling to both existing and prospective clients, focusing on a holistic approach to wealth management. With over 15 years of industry experience, Adam is proficient in a wide array of financial planning areas, including investment, tax, retirement, insurance, and education planning. His passion lies in helping clients make informed decisions with their hard-earned money.

Jimmy has over 15 years of experience working in the wealth management and advisory industry as a financial analyst and financial planner. He holds both the CFA® and CFP® designations, as a sign of commitment to delivering the highest standard of service in both investment management and financial planning.