Mike is a Senior Vice President, Financial Advisor in the Plymouth, Minnesota office. Before joining Wealth Enhancement in 2003, he spent seven years in the information technology industry. As a family man, Mike enjoys coaching and attending his kids and grandkids activities in his spare time.

Chloé is an Advanced Planning Manager on our Advanced Planning team, supporting Wealth Enhancement’s advisors and clients by providing high-quality, consistent financial planning advice and solutions. She has been with Wealth Enhancement for over 5 years and spent the 9 years prior in wealth management as a paraplanner and then an advisor.

Will has over 5 years of experience in the Finance Industry. Will started his career in high-net-worth financial advising and moved to an advising role at a hedge firm, trading futures and options for business owners to manage their finances and risk. Will joined Wealth Enhancement Group in 2024 and is excited to bring his well-rounded knowledge of the markets to client’s comprehensive plans to achieve their goals.

Tracey began her career in the financial services field at Merrill Lynch and subsequently co-founded Danison & Associates in 1997, where she worked for 27 years before joining Wealth Enhancement Group as a financial advisor. She especially enjoys working with women and young adults, helping them to develop strategies to achieve their long-term investment and retirement goals.

James moved into the financial sector to pursue his passion for helping others achieve their financial goals after spending time in the retail industry. James joined Wealth Enhancement Group in 2021 through the Vivid Financial Management acquisition. James uses his skills and his qualifications to help lead the team in implementing the practical benefits of computer science to the business.

John has been immersed in the wealth and estate planning community his entire career. He has a special interest in helping individuals and families develop an enduring legacy based on their own values through philanthropy. His involvement in the Philanthropic Advisor Leadership Institute, Children’s Healthcare Legacy Advisor Council and the Atlanta Estate Planning Council has strengthened his resolve. John was also a Five Star Wealth Manager Award Recipient (2017-2019, 2021-2023)*

Dennis is dedicated to personal financial planning and an expert at aligning financial concepts with the specific goals of his clients. He excels at simplifying intricate ideas and enabling individuals to confidently steer their financial decisions with clarity and trust. Previously at Altfest Personal Wealth Management and Facet Wealth, he planned strategies for high-net-worth clients.

Jay began his career with Price Waterhouse in New York, working as an auditor while earning his MBA in both accounting and finance and earning his CPA license. As a fluent speaker of German and French, Jay transferred to Zurich, Switzerland where he worked on a due diligence assignment assessing the value of a small investment management practice. This experience led to Jay’s interest in a career in investing.

Mike joined Wealth Enhancement Group in 2021 through the QCI acquisition. As a portfolio manager, he is primarily responsible for conducting research, providing input, and making recommendations that impact the firm’s overall fixed income strategy. A CERTIFIED FINANCIAL PLANNER™ practitioner, Mike graduated from the State University of New York at Geneseo in 2008 with a BS in Business Administration.

Ed has been providing financial services to clients in the Rochester area since 2016, and joined Wealth Enhancement in 2022. Ed is a CFP® practitioner, CPWA® designee, and CFA Level III candidate. He is also a member of the Rochester Financial Planning Association and Estate Planning Council of Rochester. In addition to portfolio management responsibilities, he helps clients to develop and execute on financial plans aligned with their goals and values.