Chris began his career in the industry as a financial advisor with Merrill Lynch in 2015. As a Certified Financial Planner (CFP®) and Accredited Wealth Management Advisor (AWMA®), he specializes in high-net-worth tax, investment, and estate planning, helping clients minimize their taxes and build strong income strategies for retirement through comprehensive financial planning.

With over three decades in the advisory and consulting industry, Bill enjoys helping professionals, businesses, and their families pursue their goals of financial independence and freedom. Prior to joining Wealth Enhancement in 2024, he worked with Starfox Financial for seven years. He was also with Merrill Lynch for nearly 13 years as a Senior Financial Advisor and Wealth Management Advisor before moving to Starfox Financial.

After serving in the U.S. Army Special Forces as a Green Beret, Kevin launched his career with UPS before transitioning to a career as a financial advisor where he leverages his skills gained from his military and corporate experience. With 20+ years in business and financial planning, and substantial education and professional certifications, he currently serves as a financial advisor with Wealth Enhancement, where he creates strategic financial, retirement and tax plans for his clients.

Kimberly brings over 20 years of experience in financial services. Her expertise and certifications allow her to always stay informed about best in class planning strategies and hold her to the highest fiduciary and ethical standards. Kimberly is passionate about getting to know her clients on a deeper level and works as their personal CFO.

Prior to joining Wealth Enhancement, Tyler spent three years with Marcum Wealth where he began his career as part of the internship program before transitioning into his full-time role as a financial advisor. Adhering to the highest fiduciary standards, Tyler is passionate about eliminating client fears through comprehensive financial planning and investment management. 

With over 17 years of experience in the financial industry, Jenn brings significant knowledge and experience to her clients as a seasoned financial advisor with Wealth Enhancement. Jenn's career began with a focus on employer-sponsored retirement plans, where she excelled in teaching people about investing, retirement planning, Social Security strategies, and more.

Evan believes in meaningful client-advisor relationships and has a passion for gaining a deep understanding of what is important to his clients. He has over nine years of knowledge and experience in the financial services industry, previously working at UBS as a Financial Advisor and Corporate Stock Benefit Consultant. Evan joined Wealth Enhancement group through the 2020 JOYN acquisition.

Nate is a seasoned professional with more than 20 years of experience in the financial services industry and leads the MACRO Team. Nate grew up at Ameriprise Financial and has always believed that a comprehensive approach can simplify a client’s life, inspire confidence and reduce stress. He attaches great importance to financial planning, the value of good advice and the importance of helping clients identify biases that may exist in their decision-making process.

Alex started his time at Wealth Enhancement Group as a Client Service Associate, becoming the liaison between advisors and clientele. Obtaining his CRPC designation, Alex was promoted to Associate Financial Advisor where he engages in financial planning, investment management, and product research. Alex strongly believes in a collaborative approach to help clients achieve financial well-being.

Josh joined Wealth Enhancement Group in 2022 after spending the last decade at Manning & Napier Advisors where he oversaw more than $500 Million in client assets. He has more than 15 years of experience helping individuals, families, business owners and nonprofits achieve their financial goals. Josh focuses his philanthropic efforts by serving in leadership roles with organizations that support US military veterans such as PGA HOPE and Shootout for Soldiers.