Blake joined Wealth Enhancement Group through the North American Management merger, where he was Chief Operating Officer from 2009 - 2021 and managing day-to-day operations and wealth advisory services. Prior to joining North American Management, he managed the operations department for Mintz Levin Financial Advisors, where he also served as a member of the investment committee. Before that, he oversaw the operations of Acadian Asset Management, an institutional investment firm.

With more than 25 years of experience in the investment management field, Jon not only advises clients but also leads the Fulton, MD team of advisors. He is a member of the Investment Policy Committee for Wealth Enhancement Group as well as the Investment Advisory Committee. Prior to joining Wealth Enhancement Group, Jon served 14 years as the Chief Investment Officer for Planning Solutions Group. His background also includes working as a research analyst, where he recommended securities to b

In addition to advising clients, David shares leadership responsibility for investment and business development strategies. His previous experience includes roles at Berents & Hess, Rivendell Capital, Cilluffo Associates LP, PNC Financial, and Lehman Brothers. He is also a member of CFA Society Boston. David joined Wealth Enhancement Group in 2021 through the North American Management merger.

Brice’s client-centered approach enables him to develop strong relationships with his clients. He takes the time to truly listen to his clients to ensure that he understands their unique circumstances because he knows the answers lie in the details. He specializes in retirement planning, business succession, and investment management.

Paul has been providing clients with expertise in the financial service industry since 1986, specializing in portfolio management and design, comprehensive wealth management and income tax planning. In 2000, he co-founded Heacock & Jones Financial Services, Inc. with a focus on investment portfolio design and management for high-net-worth clients. Under Paul’s leadership, Heacock & Jones Financial Services joined forces with Wealth Enhancement Group in 2023.

Jimmy is responsible for portfolio management, reporting, and trade processing. Prior to his current role, he developed an appetite for finance working at Loring, Wolcott & Coolidge Trust, LLC as an Investment Analyst. At LWC he provided rebalancing, performance and attribution analysis, and trading support. He is a CFA Charterholder and a member of the CFA Society Boston. Outside of work, Jimmy’s hobbies include traveling, cooking, and golfing.

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.

Kelly spent 16 years in financial leadership roles with Ameriprise Financial and its predecessor American Express Financial Advisors. While at Ameriprise, Kelly served as Vice President Treasury, overseeing the firm’s treasury operations as well as providing leadership for its balance sheet and risk management initiatives.

Eric is an accomplished professional in the financial services industry. In addition to helping clients navigate their financial futures, Eric directs the investment process for the firm’s entire fixed income portfolio. He is well versed in many fixed income strategies and sectors but spends a great deal of time focused on the investment grade corporate and municipal bond markets.

Although he formally began his career at Carroll Financial Associates, Inc. in 1998, Kris Carroll’s interest in investment management started much earlier. As the son of two CERTIFIED FINANCIAL PLANNER™ practitioners, he spent many evenings at the dinner table listening to his parents talk about the markets, investments, and helping their clients plan for retirement.