Brad started his career as a CPA and auditor, but his desire for knowledge soon led him deep into the investment and insurance fields. Over the course of his career, Brad has held many positions, including being the owner or partner in various insurance agencies and financial advisory firms.

Kevin joined Wealth Enhancement Group in 2013 through a strategic merger with his firm, Summit Wealth Advisors. This move allowed him to enhance the resources and services available to his clients, ensuring that those who entrust him and his team receive unparalleled support in their financial journeys. As a seasoned financial advisor with over 30 years of industry experience, Kevin is known for his comprehensive approach to wealth management.

With decades of experience and an impressive list of qualifications and certifications, Kelly’s approach to wealth management is strong on planning, tactical in investing, and disciplined in balancing risk and return. He believes wholeheartedly that astute financial planning is the bedrock of a well thought-out, holistic wealth management philosophy, and that removing emotion from the decision-making process is essential for any truly tactical investment strategy.

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.

Bernie is a Certified Financial Planner (CFP) professional who has helped hundreds of clients, and their families prepare for retirement, college, income tax reduction and estate planning. One of the most rewarding parts of his 40-year career has been watching clients' children and grandchildren grow up and use their 529 college savings accounts for higher education, accounts that were set up when they were born.

In his current position as a financial advisor with Wealth Enhancement, Jag specializes in creative applications of insurance to help solve the unique needs of the affluent and ultra-affluent marketplace. Employing a consultative, objective approach and representing the client — rather than a particular insurance company — makes Jag’s specialty a value-added benefit.

Robert (Bob) Gronski, focuses on the unique challenges and opportunities that single, married, divorced and widowed women face in pursuing and maintaining financial independence. Bob believes that financial goals, circumstances and obligations are inextricably linked to lifestyle needs and experiences. Bob joined Wealth Enhancement Group in 2022 through the Titus Wealth Management acquisition.

Victor began his career as an accountant at Ernst & Young. He later joined Leon L. Levy and Associates, serving primarily as a life, long term disability and long term care insurance planning advisor. Then, from this role, he developed the Levy Wealth Management Group with a focus on comprehensive wealth management.

Don offers vast experience and knowledge from his decades-long career in helping clients reach their most important goals like achieving an independent and dignified retirement, educating their children and grandchildren, and leaving a legacy for their loved ones and the causes dear to them. He seeks to help clients identify and define their financial goals and to help design a plan to achieve those goals.

For more than 30 years, Tammy has served the needs of individuals and families seeking comprehensive financial plans and strategies and personalized asset management strategies. Tammy joined Wealth Enhancement Group in 2023 through the Legacy Financial Planning acquisition. Legacy Financial Planning was founded by Tammy along with her partner, Brian Bedford, while at MetLife.