John has been providing sound wealth management and investment advice to families since 1987. He joined Wealth Enhancement Group through the 2017 merger with CPA Retirement Planning. John uses his vast background in tax and finance to develop financial plans that are based on individuals’ specific goals and objectives. He currently is a member of the Board of Trustees of St. Johns Country Day School, serving on several committees.

James is recognized as a specialist on tax and investment strategies for retirement income planning and education funding. He helps clients pursue their financial goals through a strategic process. He determines which strategies from the various areas of financial planning are relevant to a client and what combination of strategies helps provide the family with the strategic process to work towards their objectives simultaneously.

Matt helps his clients plan financially for every phase of their lives. He was formerly an instructor at a large university teaching tax and accounting classes and has several years' experience in a "Big 4" firm as well as several years in a regional firm.

Randy has over 25 years of experience creating and managing a wide variety of portfolios. His diverse education and experience allow him to effectively create investment strategies that meet a broad range of client needs. He believes that honesty, education, and clear communication are cornerstones of a successful client-advisor relationship and always strives to be exceptional in those areas. He is currently a member of the CFA Society of Milwaukee.

Mike started his financial advising career in 1994 consulting local business owners working for a Chicago based accounting firm. In 1998 he created his advisory firm with the premise that he would act as his clients' personal financial guide, because that best describes the comprehensive planning and financial management role he can play in their lives.

Chris has more than 30 years of experience in the financial services industry in the areas of accounting and financial planning. He is well-versed in the financial challenges faced by most individuals. Chris has also authored articles on financial planning, divorce and the financial markets. In addition, for those going through divorce, has appeared as a subject matter expert on a number of media outlets, as well as presented on the subject.

A Certified Public Accountant (CPA) with more than two decades of accounting experience, Alan is a seasoned financial sector veteran. As you would expect, given the length and quality of his career thus far, Alan’s expertise is as broad as it is impressive. His specialties include:

Lisa has over 14 years of tax and accounting experience at Wealth Enhancement Group and prior firms. She began her career as an auditor for Deloitte & Touche before finding her passion as a tax professional.

As a financial advisor who is a Certified Financial Planner, Certified Public Accountant, and an Attorney, Louis is able to offer a unique perspective to clients, while at the same time maintaining the necessary integrity and trust that comes with over 15 years of professional experience. Louis joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition.

Jason is a Tax Director and focuses on delivering insightful tax planning advice and tax return preparation to his individual, trust and small business clients. As a Certified Public Accountant (CPA), his expertise runs deep, and he takes great pride in helping others minimize tax to assist them in achieving their financial goals.