Bryan enjoys tackling serious challenges in both business and personal endeavors. He helps clients discover opportunities based on heart and personal mission. Coming from the financial consultant world with Fidelity for over seven years, he combines both industry knowledge with human values. Bryan was also a Five Star Wealth Manager Award Recipient (2019, 2021- 2023)*

Gideon has worked in the financial services industry since 2013. He has a passion for meeting with clients to uncover their financial goals and is driven to put together a strategy that achieves those goals. He is also active behind the scenes facilitating portfolio management. Gideon joined Wealth Enhancement Group through the 2019 Partnership with Summit Planning Group. For fun, Gideon enjoys coaching hockey, hunting and target shooting.

David is dedicated to helping families formulate and achieve their financial goals. He takes a comprehensive approach to financial planning and enjoys working alongside his clients as they realize their dreams. David joined Wealth Enhancement Group through the 2019 partnership with Summit Planning Group. In his free time, David likes to travel, golf, spend time with family, and he continues to stay active in hockey as a member of the De Pere Deacons.

Michael discovered his passion for helping clients with their finances through his experience in the banking industry. In his current role, he enjoys helping clients uncover their financial goals and working to make them reality. He is passionate about the outdoors and enjoys hunting, fishing and boating. He resides in De Pere, WI where is a member of the Kiwanis.

Eric has been in the financial services industry since 2008. He joined Wealth Enhancement through the 2019 partnership with Summit Planning Group. Eric takes a holistic approach to financial planning by getting to know his clients so he can understand their goals in order to better serve them. He enjoys forming life-long relationships and seeing clients succeed financially. Eric and his wife Jamie have two children and live in Green Bay, WI.

Greg brings over 15 years of experience in the financial planning industry. Greg’s passion for wealth management started at home. When his father unexpectedly passed away at an early age, his family remained financially stable because of the steps his father took with estate and legacy planning. This tragic event inspired Greg to help his own clients protect their biggest asset – their families.

Jay attended Wake Forest University where he received his Bachelor’s degree in Finance in 2016. After spending two years in a corporate finance role with United Technologies, a Fortune 100 company, Jay joined his father’s team at Carroll Financial in August 2018. In 2021, Jay joined Wealth Enhancement Group through the Carroll Financial acquisition. Jay assists the team in serving its many clients as well as generating new business. Contact Jay at (704) 247-2838

Adam began his career in the financial services industry nearly 20 years ago with E*TRADE Financial as a Services Representative, where he found great fulfillment in helping clients strengthen and solidify their financial futures. He grew into the roles of Relationship Manager/Advisor, working with some of E*TRADE’s largest clients.

Andrea joined Wealth Enhancement Group in 2017. She brings years of experience to her role as Financial Advisor having served clients in financial services since 2007. Andrea is a graduate of St. Cloud State University, and received her Financial Planning certificate from the University of St. Thomas. Outside of work, Andrea enjoys spending time with her husband Tony, daughter Frances, and Black Labrador Max. She lives in Grant Township, Minnesota

For the last decade, Andrew has dedicated his career to helping everyday investors understand the complexities of global markets and how they impact personal finances. Prior to joining the Wealth Enhancement Group with the Partner Programs, Andrew spent over six years with John Hancock Investment Management where he played a vital role in business development and managing key relationships across a wide range of strategic partners.