Ray’s experience in the financial services industry spans almost 40 years, including time spent as the head of equity trading at JP Morgan. During his career he developed a passion for the philanthropic space both personally and professionally. He enjoys helping clients incorporate charitable giving into their overall financial strategy and hopes to increase the impact of that giving, as well as engage other family members in the giving process.

Zachary launched his career in the financial services industry in Ohio in 2010. Prior to joining Wealth Enhancement as a financial advisor, he served as a financial advisor and education specialist with several advisory firms, educating plan participants and individuals about their available choices in their retirement plans, as well as how to navigate various options through job transitions. 

Andrew is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Retirement Income Certified Professional® and Chartered Advisor in Philanthropy®, who has been with Wealth Enhancement Group since 2007. His love of learning and for helping others achieve clarity in their financial lives is evident within his approach to thoughtfully understanding each client’s individual goals, values and aspirations.

With 20 years of experience in personal financial planning, Bill has the knowledge and experience to help his clients make smart financial decisions. He takes an educational approach to financial planning, continually breaking down complex issues to make them easier to understand. He strives to know his clients well, understand their needs, and design and implement specific strategies for each one.

Christian joined Wealth Enhancement Group in 2015 and has more than 17 years of financial services experience. Christian is passionate about the financial planning process, he enjoys creating financial plans tailored specifically to each client, providing financial education, and helping clients navigate life transitions. He resides in Woodbury, Minnesota, where he enjoys traveling, outdoor activities, and spending time with his wife Michelle, and two adult boys.

Jim has over 30 years of experience helping individuals, families and businesses work toward maximizing wealth. His career includes working for large national firms, and small independent offices, delivering a daily stock market report on the radio and years of financial fitness webinars covering a wide array of financial topics. He became a member of Wealth Enhancement Group in 2023 through the First Capital Advisors Group acquisition.

Charles has over 10 years of experience in the financial planning industry. He has spent much of that time working within the medical and veterinary communities, helping MDs and DVMs to understand the fundamentals of building a well-rounded portfolio and navigate all aspects of retirement planning. He has had the privilege of speaking with VBMA chapters across the country and serves as Treasurer and a board member for the Wisconsin Veterinary Medical Foundation.

Don Riley is a seasoned financial professional with over four decades of experience in the finance industry. His career began in 1984 as a trader on the Philadelphia Stock Exchange, where he founded a specialist and trading firm. Transitioning into financial advisory services, Don has spent the past 15 years providing clients with investment solutions and financial planning advice.

Steve works closely with his clients to help them define their financial goals, and develop a “road map” for working towards those goals. His clients cover a broad spectrum in age and area of focus. For retirees and near-retirees, he focuses on replacing income during the retirement years and preparing for the long-term legacy they want to leave for their families. For younger clients, he focuses long term savings for retirement goals and college education.

As a wealth advisor, Mike performs portfolio reviews and retirement income analyses for his clients and prospective clients. One of the most fulfilling aspects of the job for Mike is being able to help people achieve goals that they have worked on their entire lives. An avid sports fan, he enjoys working out, playing golf, and following his favorite teams: the LA Lakers, UNC Tar Heels, and Tennessee Titans. He also enjoys reading and spending time with his family and friends.