In eight years as a tax professional, Paul has gained strong experience in serving high net worth Individuals including professional athletes, Partnerships, and S-Corporations. He began his career in audit, where he developed a strong foundation in financial analysis and reporting. Over time, he integrated these skills with a focus on tax, shaping a well-rounded public accounting career that emphasizes precision and strategic insight.

Michael’s career path has taken him from auditing Fortune 500 energy companies to owning a highly successful chain of retail stores, and then building and growing his own wealth management company over the past 18 years. Immediately prior to joining Wealth Enhancement Group, Michael was the Founder and President of Fitzgerald Wealth Management, an advice driven, financial planning based firm focused on leading clients to financial independence and security.

As a certified public accountant and certified financial planner, Andrew is in a unique position to help his clients develop customized investment strategies in a tax-efficient manner. In his current position as a financial advisor with the Wealth Enhancement Group, he takes a holistic approach to financial planning with his clients, reviewing everything from education planning to investment strategies, retirement and estate planning. 

As a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional, Ryan brings an extensive tax and retirement income planning background to Wealth Enhancement Group. He helps lead the Tax Strategies group of our Roundtable team of specialists and is a frequent guest on our weekly “Your Money” radio program.

Steve focuses on providing comprehensive financial planning and investment management, oriented toward clients’ goals and aspirations. He is dedicated to serving as their trusted resource for any significant decisions that affect their financial lives. A long history of executive experience in private industry helps him understand the opportunities and challenges clients face, as well as the overlap between personal and professional finances.

With more than two decades of experience in the financial services industry, Geoff gives clients confidence that they have a trusted financial advisor working in their best interests. He joined Wealth Enhancement Group through the 2016 merger with Sound Financial Solutions. Throughout his career, Geoff has been involved in a number of professional and civic organizations such as treasurer for the Petroleum Club of Houston.

Jason is passionate about using his skill and experience as a tax counselor to provide sophisticated wealth planning solutions to high-net-worth clients and their businesses. He has previously served as an Executive Director and Wealth Advisor at J.P. Morgan Chase, where he helped ultra-high-net-worth clients with issues ranging from estate and tax counseling to business succession and other personal planning strategies.

Mike has been a certified public accountant in South Carolina for over thirty years. Formerly a partner with the accounting firm Bradshaw, Gordon & Clinkscales, he moved to the financial industry in 2000. Prior to joining Wealth Enhancement, Mike worked for FinTrust and Raymond James. His accounting background leverages his strong analytical perspective as he focuses on market equity research and portfolio management.

As Chief Advisory Officer, Brian leads the rapidly growing community of Financial Advisory Teams at Wealth Enhancement Group. He focuses on strategy and execution across advisor engagement (collaboration, communication), development (recruiting, training, succession planning), practice management (operational excellence and client/advisor experience) and business development (new money and net flows). 

Todd has been working with small business clients and individuals since 1996. An active supporter of his community, Todd has worked with the Anderson Animal Shelter, a Chicago-area anticruelty society, for more than 10 years. Todd is an multi-winner (2017-2023) of the “FIVE STAR Wealth Manager” award.* He is also involved with Immanuel Lutheran Church, as well as the Kane County Forest Preserve. Todd currently resides in West Dundee with his wife, Lisa.