Daniel launched his career in finance in 2000 as a corporate financial planner and analyst at Clorox. In 2013, he shifted into personal financial planning with Northwestern Mutual. In his current position as a senior financial planner with the Wealth Enhancement Group, Daniel helps his clients navigate complex financial decisions, focusing on tailored strategies for long-term success.

As a financial advisor with Wealth Enhancement, Damon develops comprehensive financial plans for his individual and business clients that often include distribution plans for retirement, hands-on investment management strategies, tax planning, and business analysis, as well as estate and risk management strategies.

Charles has over 10 years of experience in the financial planning industry. He has spent much of that time working within the medical and veterinary communities, helping MDs and DVMs to understand the fundamentals of building a well-rounded portfolio and navigate all aspects of retirement planning. He has had the privilege of speaking with VBMA chapters across the country and serves as Treasurer and a board member for the Wisconsin Veterinary Medical Foundation.

Ken’s strong technical background includes experience at PricewaterhouseCoopers. His 30+ years at Wealth Enhancement Group began in the Planning Department. He then founded the St. Cloud, Minnesota office in 2003, and he was an original member of the “Roundtable”. His expertise lies in his ability to assess a client’s detailed financial picture and identify critical issues that must be addressed to meet the client’s desired goals.

As a CERTIFIED FINANCIAL PLANNER™ professional, with more than 20 years of experience in the financial services industry, Nick’s primary focus is to develop comprehensive strategies that educate and guide our clients’ financial decisions, helping them to work towards both short-and long-term financial success. He is a 7-year recipient (2017-2023) of the “FIVE STAR Wealth Manager” as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.* Nick is a graduate of St.

With over 25 years of industry experience and holding both Certified Financial Planner and Certified Retirement Councilor* designations, Jacqueline is a dedicated wealth advocate and fiduciary. She has also been honored with the FIVE STAR Wealth Manager Award for seven consecutive years (2019-2025)**. Jacqueline has developed a strong understanding and expertise in investment management, retirement and estate planning, all tailored around tax efficient solutions as well.

Derek Platt believes that great financial planning starts with truly understanding people. He takes the time to listen, build meaningful relationships, and tailor strategies to each client’s unique goals.

Nick has worked with Wealth Enhancement Group for 20 years after starting his career at a large financial services firm in downtown Minneapolis. He enjoys spending time with his wife Shelly and two sons, Brady and Max. When Nick is away from the office you can most likely find him at a ball field coaching his boys, sports teams

Kelsey is passionate about helping clients simplify and better understand their finances. She partners with them to provide comprehensive financial planning at every stage of life, preparing them for the certainty of uncertainty. Kelsey takes the time to get to know her clients, listen to their financial goals, discuss their values, and provide tailored guidance to help them achieve success. 

Chad has worked in the financial services industry since 2001, holding a variety of leadership and client-facing roles across insurance, retirement, and wealth management. His experience spans large-scale advisor development, strategic sales enablement, and direct client engagement—giving him a unique lens on what it takes to serve clients well and grow a business with purpose.