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.

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.

Initially, Larry was headed toward the ministry, but his career path changed when he discovered an aptitude for business and management. He has held positions as an accountant, city manager, vice president and chief financial officer of a private college, and chief financial officer of a Canadian startup firm.

Brian has worked in the financial advisory and planning arena for over a decade. He is dedicated to helping individuals and families grow and preserve their wealth, focusing on retirement planning, investment management, tax planning, and estate planning. Known for his personal approach, Brian excels at simplifying complex financial concepts, making them accessible and understandable for his clients.

As a financial advisor with Wealth Enhancement, Karen delivers more than 25 years of experience as a wealth management professional. Previously, she held a position with the Householder Group Estate & Retirement Specialists with a focus on developing and implementing retirement and estate plans for private clients to help them preserve their wealth and long-term financial independence. 

With nine years of tax services experience at Wealth Enhancement Group and Ogden Wealth Management, Shana has a keen understanding of tax advisory, planning and preparation needs of wealth management clientele. Her experience covers tax planning, preparation, and resolving IRS and state taxing authority notices for a broad range of individual, gift tax, trust, partnership, and S Corporation tax situations.

Michael focuses on developing and coordinating effective comprehensive planning strategies while providing the highest level of care and service to our clients. He is an multi-winner (2017-2023) of the “FIVE STAR Wealth Manager" award as seen in the Mpls.St.Paul Magazine and Twin Cities Business magazine.* Michael lives in St. Louis Park, MN with his wife and children. Outside of work he enjoys travel, golf, and playing music.

Natasha has over 20 years experience as a tax professional. Most recently at the Financial Advisory Group, she provided tax compliance and planning services for both businesses and individuals. She has also done work as a tax compliance specialist for publicly held corporations. She joined the Wealth Enhancement Group in 2024. Away from the firm, Natasha enjoys traveling and spending time with her family.

Ernie uses his nearly 30 years of experience to navigate clients through the complexities of the tax code. He specializes in providing tax preparation and planning services to individuals, small to medium-sized businesses, trusts, estates and foundations. Ernie’s accounting background has also supported his ability to deliver accounting and bookkeeping services to business, trusts and estates. In his free time, he enjoys golfing, cooking and traveling.