Angie joined Wealth Enhancement Group in 2022 through the Hawkins Wealth Management acquisition. As a Financial Advisor, her main areas of focus are communicating with clients, internal operations, and coordinating necessary steps in the planning process. Angie lives in North Liberty, IA with her significant other, Michael, daughter, Lily, and son, Jacob. In her spare time Angie enjoys reading, traveling, being outdoors, and hanging out with friends and family.

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.

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.

Chris brings years of experience to his position as a financial advisor with Wealth Enhancement Group. He uses a comprehensive planning approach, developing customized strategies to help clients define and achieve their long-term goals. In his free time, Chris is an avid sports fan who also enjoys traveling with his wife and checking out local breweries.

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.

Amanda is based in Menomonee Falls, she is a dedicated financial planner with over a decade of experience in the industry, having earned her CFP, ChFC, and CLU designations. Her passion for helping families navigate their financial futures drives her work. She lives with her husband and their three children—two daughters and a son—who keep their lives vibrant and full of joy. Alongside them are their two Maltipoo dogs, who are beloved members of their family.

Merissa works closely with successful individuals, business owners and multi-generational families who seek a source of trusted guidance in making the most of their complex financial scenarios. She serves as an advocate to help add value across their financial picture and simplify the many elements of personal wealth management.