Wealth Enhancement Group

Description

Address: 261 Madison Ave Suite 9039, New York, NY 10016 Phone: (917) 587-9069: Website: Place name: Category: : : : Hours: : : Website: https://www.wealthenhancement.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Wealth Enhancement Group Posting publicly on the Web Write a review Reviews Be the first to review

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Wealth Enhancement Group Employees

Employee
Years
Job
Industry
Paul Hurth Paul Hurth Hopkins, Minnesota Details
Paul Hurth's Wealth Enhancement Group Experience 2001 - 2002
Job Sr. Digital Marketing Strategist at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial for Lutherans  2010 - Present
Thrivent Financial for Lutherans  2008 - 2010
Thrivent Financial for Lutherans  2003 - 2007
The Creative Group  2002 - 2003
Wealth Enhancement Group   2001 - 2002

Skills
Digital Marketing, Project Management, Leadership, Web Marketing Strategy, Cross Channel Marketing, Marketing Communications, Online Marketing, Marketing Strategy, Voice of the Customer, Non-profit Board..., Coaching Youth Sports, Market Planning, Marketing, Sales, Sports Coaching, Strategic Planning, Management

Education
University of Minnesota-Twin Cities   1989 — 1991
Bachelor's degree, Marketing, Advertising, and Speech Communication

Bethel University   1987 — 1989
Business, Management, Marketing, and Related Support Services

Beth Furcht Beth Furcht Greater Minneapolis-St. Paul Area Details
Beth Furcht's Wealth Enhancement Group Experience January 2015 - Present
Job Strategic Projects Facilitator at Wealth Enhancement Group
Industry Marketing and Advertising
Experience
Wealth Enhancement Group   January 2015 - Present
Self-Employed  March 2010 - January 2015
Roepke Public Relations  June 2008 - May 2009
Target  June 2007 - June 2008
Target  April 1999 - June 2007

Skills
Social Media Marketing, Direct Mail, Brand Development, Advertising, Direct Marketing, Integrated Marketing, Marketing Communications, Social Media, Email Marketing, Digital Marketing, Brand Management, Account Management, Project Management, Interactive Marketing, Event Planning, Creative Direction, Marketing Strategy, Marketing

Education
Iowa State University
B.S., Growth and Development of Children, Health Studies

Alec Chmielewski Alec Chmielewski Greater Minneapolis-St. Paul Area Details
Alec Chmielewski's Wealth Enhancement Group Experience January 2008 - March 2009
Job Registered Sales Assistant/Tech Support Specialist
Industry Information Technology and Services
Experience
Kwangjang Elementary School   May 2011 - May 2013
BCM Language Centers   April 2011 - December 2011
Janghak Education   June 2010 - March 2011
KNC Hyunjae   May 2009 - May 2010
Wealth Enhancement Group   January 2008 - March 2009
Ameriprise Financial Services, Inc.   March 2006 - September 2006
Ferguson Financial   April 2005 - January 2006
Morgan Stanley  November 2003 - April 2005

Skills
Teaching, Microsoft Office, Customer Service, Microsoft Excel, Curriculum Design, PowerPoint, Curriculum Development, Microsoft Word, Strategic Planning, Series 7, Series 63, Life Insurance, CompTIA A+ Certification, TESOL, ESL, Personal Financial..., Team Leadership, CompTIA Network+...

Education
University of Minnesota-Twin Cities   1999 — 2004
Bachelor's degree, Asian Languages and Literatures

Bemidji State University   1998 — 1999

Jason Wroblewski Jason Wroblewski Greater Chicago Area Details
Jason Wroblewski's Wealth Enhancement Group Experience August 2011 - December 2012
Job Regional Sales Director at MassMutual Retirement Services
Industry Financial Services
Experience
MassMutual Financial Group  January 2013 - Present
The Hartford  December 2012 - January 2013
Wealth Enhancement Group   August 2011 - December 2012
The Hartford  July 2008 - July 2011
Ameriprise Financial  2005 - 2008
Ameriprise Financial Services, Inc.   2003 - 2005
The English School Stockholm   1998 - 2002

Skills
Business Development, Sales, Leadership, 401(k), Retirement Plan..., 403(b)

Education
Dartmouth College   1993 — 1997
Bachelor of Arts

Peter Alexander Peter Alexander Greater Minneapolis-St. Paul Area Details
Peter Alexander's Wealth Enhancement Group Experience August 1993 - September 1996
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade  March 2014 - Present
Ameriprise Financial Services, Inc.   September 2011 - January 2014
Academy College  August 2010 - September 2011
M&I Wealth Management  October 2007 - June 2010
Metlife Resources Citistreet   May 1998 - October 2007
Wealth Enhancement Group   August 1993 - September 1996
Alaskan Fur   June 1986 - June 1993
The North Face  October 1979 - May 1986

Skills
Retirement Planning, Leadership, Strategic Financial..., Investments, CRM, Financial Services, Insurance, Finance, Retirement, Financial Planners, Real Estate, Staff Development, Mutual Funds, Series 7, Wealth Management, Financial Advisory, Series 63, Fixed Annuities, Estate Planning, Recruiting, Asset Management, Asset Allocation, 401k, Portfolio Management, Relationship Management, Securities, Investment Management, Life Insurance, Financial Planning, Investment Advisory, Investment Strategies

Education
College for Financial Planning   2002 — 2003
Graduate

The University of New Mexico
Bachelor of University Studies

Christian Dady Christian Dady Greater Minneapolis-St. Paul Area Details
Christian Dady's Wealth Enhancement Group Experience October 2007 - May 2014
Job Host Engineering Analyst at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management  September 2015 - Present
Fulcrum Consulting  June 2014 - September 2015
Wealth Enhancement Group   October 2007 - May 2014
Target  March 2004 - May 2007
ING U.S.   July 2001 - March 2004
Wizmo Inc.  August 2000 - April 2001
Rainier Technology  February 1999 - April 2000
KYMN Radio   1997 - 1998

Skills
Citrix, Citrix Metaframe, Virtualization, Windows Server, Active Directory, Xen, Servers, VMware, Data Center, Windows 7, VDI, Server Architecture, DNS, Group Policy, SCCM, Disaster Recovery, Kaseya, Hyper-V, IT Management, Enterprise Architecture, XenApp, XenServer, Windows Server 2008, XenDesktop, Windows Server 2003, Netscaler, Compellent, Application..., Windows Server 2012

Education
Brown College   1990 — 1992
A. A. S., Broadcasting

Duane Ehresmann Duane Ehresmann Greater Minneapolis-St. Paul Area Details
Duane Ehresmann's Wealth Enhancement Group Experience May 2002 - November 2012
Job Owner, Principal Builder and Uhrmann at European Clocks and Glass
Industry Arts and Crafts
Experience
Wealth Enhancement Group   May 2002 - November 2012
Experiencenet.com   March 1999 - May 2002
Graco  January 1989 - February 1999

Skills
Human Resources, Six Sigma, Leadership, Team Building, Performance Management, Talent Management, Manufacturing, Process Improvement, Recruiting, Coaching, Employee Relations, Management, Strategic Planning, Temporary Placement, Change Management

Education
University of St. Thomas - Opus College of Business   1995 — 1999
MBA

St. Cloud State University   1964 — 1968
BS

Jennifer McDonald-McMahon Jennifer McDonald-McMahon Greater Minneapolis-St. Paul Area Details
Jennifer McDonald-McMahon's Wealth Enhancement Group Experience June 2001 - June 2002
Job Compliance Manager at Redhawk Wealth Advisors
Industry Financial Services
Experience
Redhawk Wealth Advisors  May 2014 - Present
LPL Financial via Haas Financial   February 2013 - January 2014
Ameriprise Financial Services, Inc.   December 2010 - February 2012
Marquette Asset Management  April 2008 - February 2009
RBC Wealth Management  January 2006 - February 2008
Piper Jaffray  July 2003 - August 2006
TCF Investments  December 2004 - November 2005
Charles Schwab  September 2002 - December 2004
Wealth Enhancement Group   June 2001 - June 2002
MJK Clearing Inc.   March 1999 - April 2001

Skills
Securities, FINRA, Investments, Wealth Management, Compliance, Mutual Funds, Asset Management, Problem Solving, Excel, Customer Service, Banking, Microsoft Office, Word, PowerPoint, Equities, Policy, Series 7, Series 63, Trading, Risk Management, Retirement Planning, Accounting, Management, Financial Analysis, Human Resources, Sales, Back Office, Series 24, Disability Insurance, Analysis, Bonds, Access, Options, Account Reconciliation, Due Diligence, Payroll, Microsoft Word, Microsoft Excel, Finance, 401k, Insurance, Strategic Financial..., Financial Planning

Education
Bethel University   2013 — 2014
Business Leadership, Business

Cretin Derham Hall   1984 — 1988

College of St. Catherine

Sera Kinoglu Sera Kinoglu Greater Minneapolis-St. Paul Area Details
Sera Kinoglu's Wealth Enhancement Group Experience October 2007 - December 2008
Job Research Assistant at Amherst H. Wilder Foundation
Industry Research
Experience
Oregon State University  September 2012 - June 2014
Oregon State University  September 2012 - June 2014
Ten Rivers Food Web  September 2013 - May 2014
Orange Theory Fitness  February 2012 - August 2012
Buca di Beppo  July 2010 - March 2011
Blandford Nature Center  July 2009 - July 2010
Wealth Enhancement Group   October 2007 - December 2008
Absolute Marketing Group  August 2006 - May 2007

Skills
Research, Ethnography, Marketing, Editing, Public Relations, Social Media Marketing, Event Planning, Social Networking, Social Media, Event Management, PowerPoint, Advertising, Microsoft Excel, Press Releases, Microsoft Office, Customer Service, Microsoft Word, SPSS, Atlas.ti, Qualitative Research

Education
Oregon State University   2012 — 2014
Master of Arts (M.A.), Applied Anthropology

Concordia College   2003 — 2007
B.A., Marketing, French

Staci Murphy Staci Murphy Greater Minneapolis-St. Paul Area Details
Staci Murphy's Wealth Enhancement Group Experience 2006 - 2007
Job .
Industry Financial Services
Experience
.   January 2015 - Present
Rychley Financial Services   January 2014 - January 2015
Prestige Wealth Management  April 2011 - January 2014
Thrivent Financial for Lutherans  2007 - 2011
Wealth Enhancement Group   2006 - 2007
Compass Capital Management   2004 - 2006
Stevens, Foster Financial Services   2003 - 2004
RBC Dain Rauscher  2000 - 2003

Education
College for Financial Planning
Registered Paraplanner, Financial Planning and Services

Series 7, 66, Life, Health and Variable Line licensed

Ryan McKeown CPA, CFP® Ryan McKeown CPA, CFP® Mankato, Minnesota Details
Ryan McKeown CPA, CFP®'s Wealth Enhancement Group Experience August 2006 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wealth Enhancement Group   August 2006 - Present
Swanson Hinsch & Co, CPAs   January 2011 - Present
Self-employed  January 2001 - Present
Minnesota State University, Mankato  January 2010 - May 2011
Weilage Advisory Group  April 2001 - July 2006

Skills
Accounting, Insurance, Microsoft Excel, Small Business, Investments, Estate Planning, Strategic Planning, Finance, Microsoft Word, Management, Leadership, Public Speaking, Business Analysis, Asset Management

Education
Minnesota State University, Mankato   1999 — 2001
Bachelor of Science (BS), Accounting and Finance

Normandale Community College   1997 — 1999

Richfield High School   1993 — 1997

Maddi Frick Maddi Frick Los Angeles, California Details
Maddi Frick's Wealth Enhancement Group Experience December 2013 - September 2015
Job Music Hound
Industry Media Production
Experience
GO Music Supervision   September 2015 - Present
Chaperone Records   September 2014 - September 2015
Wealth Enhancement Group   December 2013 - September 2015
KAXE - Northern Community Radio   June 2012 - December 2013
St. Olaf College  October 2008 - May 2012
KSTO St. Olaf College Radio   October 2008 - May 2012
St. Olaf College  October 2008 - May 2012
Undertone Music, Inc.   January 2012 - February 2012
Minnesota Fringe Festival  August 2011 - August 2011

Education
St. Olaf College   2008 — 2012
Bachelor of Art

University College Dublin   2010 — 2010

Kelly Fischer CFP® Kelly Fischer CFP® Greater Minneapolis-St. Paul Area Details
Kelly Fischer CFP®'s Wealth Enhancement Group Experience March 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wealth Enhancement Group   March 2012 - Present
Wade Financial Group, Inc.   May 2006 - December 2011
Park Nicollet Health Services  January 2001 - May 2006
Byerly's/ Lunds Food Holding   January 1995 - January 2001

Education
Minnesota State University, Mankato   2010 — 2011
Certified Financial Planning Program, Financial Planning

Hamline University   2003 — 2005
Master of Arts, Business Management

Augsburg College   2001 — 2004
Bachelor of Arts, Business Management/ Economics

Hopkins High School

Nicole Webb DeVries Nicole Webb DeVries Greater Minneapolis-St. Paul Area Details
Nicole Webb DeVries's Wealth Enhancement Group Experience December 2003 - Present
Job CERTIFIED FINANCIAL PLANNER™ | Vice President | Financial Advisor at Wealth Enhancement Group
Industry Financial Services
Experience
Wealth Enhancement Group   December 2003 - Present
Grubb & Ellis  June 2008 - December 2008
Securian Financial Group  May 2007 - June 2008

Skills
Strategic Planning, Customer Service, Microsoft Excel, Budgets, PowerPoint, Microsoft Office, Microsoft Word, English, Research, Windows, Teaching, Public Speaking, Outlook, Negotiation, Editing

Education
University of St. Thomas   2003 — 2007
Bachelor of Science (B.S.), Majors in Business Communications & Leadership + Management

Metropolitan State College of Denver   2011 — 2011
Certificate in Personal Financial Planning

Will Pacheco Will Pacheco San Francisco Bay Area Details
Will Pacheco's Wealth Enhancement Group Experience May 2014 - August 2014
Job Incoming Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets  September 2015 - Present
Carlson Funds Enterprise  February 2015 - Present
EY  June 2015 - August 2015
The Code Collective, LLC   August 2014 - January 2015
Wealth Enhancement Group   May 2014 - August 2014
CDW  March 2013 - September 2013
San Francisco State University  August 2011 - May 2012

Skills
Strategy, Strategic Communications, Public Speaking, DCF Valuation, Financial Analysis, Start-ups, Microsoft Office, Leadership, IT Strategy, Python, PowerPoint, Management, Excel Models, Microsoft Excel, Financial Modeling, Strategic Consulting, Content Strategy, SEO, Mobile Marketing, Finance, Project Accounting, Morningstar Office, Bloomberg Terminal, Fixed Income Analysis, Equity Research, Global Macro, Regression Analysis, Relative Value, Fundamental Analysis, CRM, Event Planning, WordPress, Research, Time Management, Portfolio Management

Education
University of Minnesota - Carlson School of Management   2012 — 2016
Bachelor of Science in Business (B.S.B), Finance

Cardinal Newman High School
High School

Brian Vnak Brian Vnak Saint Paul, Minnesota Details
Brian Vnak's Wealth Enhancement Group Experience December 2013 - Present
Job Director of Integrated Advice Strategies
Industry Financial Services
Experience
Wealth Enhancement Group   December 2013 - Present
Dougherty Wealth Advisers LLC (fka Somerset Advisers LLC)   January 2006 - November 2013
KPMG  January 2004 - January 2006
Honeywell  May 2003 - August 2003
Ernst & Young  May 2002 - August 2002
Deloitte  May 2001 - August 2001

Skills
Strategic Financial..., Finance, Financial Analysis, Financial Planning, Tax, Investments, Estate Planning, Retirement Planning, High Net Worth..., Tax Return Preparation, CPA, Tax Preparation, Personal Tax Planning, Series 7, Asset Management, Securities, Financial Services, Series 66, CFP, Public Speaking

Education
University of Notre Dame - Mendoza College of Business   2003 — 2004
Masters of Science in Accountancy, Tax Focus

University of Notre Dame   1999 — 2003
Bachelor of Business Administration, Accountancy

P. Kevin Donahue P. Kevin Donahue Greater Chicago Area Details
P. Kevin Donahue's Wealth Enhancement Group Experience May 2013 - January 2014
Job Senior Director, Sales at Stratose
Industry Hospital & Health Care
Experience
Stratose  June 2014 - Present
Prospective Healthcare Solutions   February 2014 - Present
Chicago Yacht Club Foundation   September 2006 - December 2014
Wealth Enhancement Group   May 2013 - January 2014
J.P. Morgan   March 2009 - May 2013
Bernstein Global Wealth Management  July 2006 - December 2008
Viant (now MultiPlan)   December 2000 - January 2006
First Health Group Corp  1992 - 2000

Skills
Sales & Marketing..., Claims Management, Strategic Financial..., New Business Development, Strategy, Leadership, Management, Insurance, Finance, Maintaining Strong..., Sales, Risk Management, Health Insurance, Retirement Planning, Financial Services, Sales Management, Medicare/Medicaid..., Managed Care, CRM, Asset Allocation, B2B, Healthcare Reimbursement, Workers Compensation, Capital Markets, Healthcare Analytics, Cost Management, Medical Staff..., Key Account..., Go-to-market Strategy, Interpersonal Skill, Investment Banking, ACOs, Strategic Planning

Education
The George Washington University
BA, Economics

Kellogg Graduate School of Management   2005 — 2005
Executive Education Program, Accelerating Sales Force Performance

Patrick Zellner Patrick Zellner United States Details
Patrick Zellner's Wealth Enhancement Group Experience May 2014 - August 2014
Job Investment Banking
Industry Financial Services
Experience
Piper Jaffray  August 2015 - Present
Wealth Enhancement Group   May 2014 - August 2014
Russell Reynolds Associates  August 2013 - August 2013
HSBC  June 2013 - August 2013
Augsburg College  August 2012 - December 2012

Skills
Team Leadership, Critical Thinking, Retail, Research, Analysis, Accounting, Microsoft Excel, Finance, Bloomberg, Financial Analysis, Entrepreneurship, Investments, Equities

Education
Augsburg College   2012 — 2015
Bachelor's Degree, Finance, 3.8 GPA

St. Ignatius College Prep

Alexis Guillaume Alexis Guillaume Minneapolis, Minnesota Details
Alexis Guillaume's Wealth Enhancement Group Experience January 2010 - January 2011
Job Project Manager/Operations Analyst CompuCom Systems, Inc.
Industry Information Technology and Services
Experience
CompuCom  January 2011 - Present
Wealth Enhancement Group   January 2010 - January 2011
Dooney & Bourke  March 2008 - October 2008
RBC Dain Rauscher  June 2005 - July 2007

Skills
Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, POS, Enterprise Workflow, Oracle IProcurement, SIMS, Etrak, Deal Process System, Clear Vision, Dutch, Exceptional Communicator, Organization &..., Fast Learner, Self-starter, Ariba, SharePoint, Fundraising, Charity, Event Planning, Customer Service

Education
College of St. Catherine   2012 — 2013
Bachelor's degree, Speech Communication and Rhetoric, Senior

University of Minnesota-Twin Cities   2005 — 2010
Art history

Benilde- St, Margaret's   1998 — 2002

Michael Erbaio, MBA Michael Erbaio, MBA Miami/Fort Lauderdale Area Details
Michael Erbaio, MBA's Wealth Enhancement Group Experience March 2004 - September 2004
Job Senior Relationship Manager at Shamrock Asset Management
Industry Wholesale
Experience
Shamrock Asset Management   May 2014 - Present
ECV - Erbaio Capital Ventures Inc.   August 2013 - Present
TIAA-CREF  February 2013 - August 2013
VALIC  2012 - 2013
Fidelity Investments  December 2005 - July 2012
Legg Mason  2004 - 2005
Wealth Enhancement Group   March 2004 - September 2004
The Ayco Company, L.P.   February 1996 - March 2004
ADP  1995 - 1996

Skills
Retirement Planning, Wealth Management, Investments, Series 7, Finance, Mutual Funds, Fixed Annuities, Florida Life, Health..., Investment Planning, Retirement, Asset Allocation, 401k, Strategic Financial..., Securities, Investment Advisory, Financial Planning

Education
University of Miami - School of Business   2009 — 2011
Master of Business Administration (MBA), Finance, General

Siena College   1993 — 1995
Bachelor of Arts (B.A.), History

Lakeland High School

Mark Ledson, CFP®, CRPC, CLTC Mark Ledson, CFP®, CRPC, CLTC Greater Minneapolis-St. Paul Area Details
Mark Ledson, CFP®, CRPC, CLTC's Wealth Enhancement Group Experience January 2011 - Present
Job at Wealth Enhancement Group
Industry Financial Services
Experience
Wealth Enhancement Group   January 2011 - Present
Thrivent Financial for Lutherans  April 2007 - January 2011
American Express Financial Advisors  July 1986 - March 2007

Skills
Retirement Planning, Strategic Financial..., Leadership, Securities, Financial Advisory, Retirement, Estate Planning

Education
Louisiana Tech University   1981 — 1986
Business Administration, Marketing, Management

Jennie Boland, CFP® Jennie Boland, CFP® Greater Minneapolis-St. Paul Area Details
Jennie Boland, CFP®'s Wealth Enhancement Group Experience 2015 - Present
Job Associate Financial Advisor at Wealth Enhancement Group
Industry Insurance
Experience
Wealth Enhancement Group   2015 - Present
Wealth Enhancement Group   August 2009 - Present
Jonathan Hind Financial Group   December 1998 - October 2008

Skills
Strategic Planning, Series 7, Customer Service, Negotiation, Series 63, Analysis, Public Relations, Series 24, Estate Planning, Customer Relations, Problem Solving

Education
Hamline University
BA

St. Olaf College

Chelsie Coleman Chelsie Coleman Greater Minneapolis-St. Paul Area Details
Chelsie Coleman's Wealth Enhancement Group Experience January 2011 - April 2011
Job Fashion Stylist at BCBGMAXAZRIA
Industry Apparel & Fashion
Experience
BCBGMAXAZRIAGROUP  August 2012 - Present
Primp cheap-chic boutique  August 2013 - December 2013
BCBGMAXAZRIAGROUP  April 2013 - September 2013
Thrifty White Pharmacy  July 2011 - January 2013
Golden Tones Tanning   April 2010 - August 2012
Wealth Enhancement Group   January 2011 - April 2011

Skills
Friendly Personality, Sales, Challenge Driven, Fashion, Visual Styling, Creative Merchandising, Loss Prevention..., Sales Operations, Sales Management, Team Leadership, Creativity, Problem Solving, Making It Happen, Positive Personality, Business Understanding

Education
Century College   2012 — 2015
Associate's degree, Apparel and Textile Marketing Management

The Travel Academy   2012 — 2012
Certificate, Travel and Exploration

Tammy Ahonen Tammy Ahonen Greater Minneapolis-St. Paul Area Details
Tammy Ahonen's Wealth Enhancement Group Experience August 2014 - Present
Job CSA at Wealth Enhancement Group
Industry Financial Services
Experience
Wealth Enhancement Group   August 2014 - Present
Rubicon Mortgage Advisors  April 2013 - August 2014
Rubicon Mortgage Advisors  February 2012 - April 2013
DHI Mortgage  July 2010 - September 2011
Home National Bank  February 2009 - July 2010
Cutler Commercial  2006 - 2007

Education
Capella University
Bachelor's degree, Business Management & Leadership

Southern Maine Technical College   2000 — 2001
Nutrition

Nick Bednarczyk, CFP® Nick Bednarczyk, CFP® Greater Minneapolis-St. Paul Area Details
Nick Bednarczyk, CFP®'s Wealth Enhancement Group Experience March 2004 - January 2009
Job Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC 3340 Northdale Blvd #110 Coon Rapids, MN   January 2009 - Present
Wealth Enhancement Group   March 2004 - January 2009
Taurus Financial, LLC   September 2001 - December 2003
American Express Financial Advisors  September 2000 - December 2001

Skills
Strategic Financial..., Retirement Planning, Investments, Mutual Funds, Portfolio Management, Finance, Insurance, Estate Planning, Financial Services, Retirement, Financial Advisory, Asset Allocation

Education
University of Saint Thomas   1997 — 2000
BA, Marketing

Bemidji State University   1995 — 1997
Generals, Education/Business

Totino-Grace   1991 — 1995

Klemmer

Klemmer

Joni Hansen Joni Hansen Lahaina, Hawaii Details
Joni Hansen's Wealth Enhancement Group Experience March 2011 - September 2011
Job Guest Activities Manager at Starwood Hotels & Resorts Worldwide, Inc.
Industry Hospitality
Experience
Starwood Hotels & Resorts Worldwide, Inc.   December 2013 - Present
Starwood Hotels & Resorts Worldwide, Inc.   October 2011 - November 2013
Wealth Enhancement Group   March 2011 - September 2011
Russell Herder  October 2010 - March 2011
ParadyszDirect   November 2007 - October 2010
Dynamic Success International   January 2007 - November 2007

Skills
Advertising, Marketing, Project Management, Account Management, Budgets, Event Planning, Team Management, Team Leadership, Program Management, guest relations, Cultural Awareness, Vendor Relations, Creative Services

Education
University of Minnesota-Twin Cities   2002 — 2006
B.S., Family Social Science

Roncalli High School   1998 — 2002

Brandon Navara, CFP® Brandon Navara, CFP® Greater Minneapolis-St. Paul Area Details
Brandon Navara, CFP®'s Wealth Enhancement Group Experience August 2003 - April 2013
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   April 2013 - Present
Wealth Enhancement Group   August 2003 - April 2013
Thrivent Financial for Lutherans  June 2001 - August 2003

Skills
Wealth Management, Retirement Planning, Financial Services, Mutual Funds, Financial Advisory, Wealth Management..., Series 7, Investments, Securities, FINRA, Strategic Financial..., Estate Planning, Social Security, Asset Management, Insurance, Risk Management, Investment Portfolio, Series 65, 401k, Employee Stock Options, Fiduciary

Education
Gustavus Adolphus College   1997 — 2001
Bachelor of Arts (B.A.), Financial Economics

Cannon Falls High School

Leadership St. Paul (LSP) Class of 2015

J. Benjamin Hess, CFP® J. Benjamin Hess, CFP® Greater Minneapolis-St. Paul Area Details
J. Benjamin Hess, CFP®'s Wealth Enhancement Group Experience June 2006 - Present
Job Sr Vice President of Market Development at Wealth Enhancement Group
Industry Financial Services
Experience
Wealth Enhancement Group   June 2006 - Present

Education
College for Financial Planning   2010 — 2015
Master of Science (M.S.), Finance

University of Minnesota - Carlson School of Management   2001 — 2005
B.S. in Business, Investment Finance, Tax & Risk Management

Daniel Monahan CRPC® Daniel Monahan CRPC® Greater Minneapolis-St. Paul Area Details
Daniel Monahan CRPC®'s Wealth Enhancement Group Experience September 2012 - Present
Job Client Services Manager at Wealth Enhancement Group
Industry Financial Services
Experience
Wealth Enhancement Group   September 2012 - Present
Ameriprise Financial Services, Inc.   March 2011 - September 2012
Edward Jones Mortgage  May 2010 - March 2011

Skills
Series 7, Series 63, Series 65, CRPC® Chartered...

Education
Minnesota State University, Mankato   2004 — 2009
Bachelor of Science, Speech Communication

Cheryl Puumala, CMA Cheryl Puumala, CMA Greater Minneapolis-St. Paul Area Details
Cheryl Puumala, CMA's Wealth Enhancement Group Experience May 2012 - September 2012
Job Consultant Certes financial Pros
Industry Management Consulting
Experience
Certes Financial Pros  October 2014 - Present
Oggi Professional Services  April 2014 - September 2014
Visiting Angels  September 2012 - November 2013
Wealth Enhancement Group   May 2012 - September 2012
Wilson Learning Corporation  March 2000 - July 2011

Skills
Financial Analysis, Internal Controls, Managerial Finance, Forecasting, Sarbanes-Oxley Act, ERP Implementation, Leadership, Team Mentor, Process Improvement, Strategic Planning, Financial Reporting, Innovative Problem..., Account Reconciliation, Collaborative Leadership, Global Financial..., Financial Leadership, Financial Planning, Finance, Bank Relations, Accounting, Financial Management, Corporate Finance, Inventory, SOX, Operations, IT Management, Audit Management, Tax Oversight, Oracle Applications, QuickBooks, Great Plains, Excel, Access, PowerPoint, Microsoft Word, General Ledger, Budgets, Accounts Payable, Accounts Receivable, Sarbanes-Oxley, Cash Flow, Hyperion Enterprise, Accruals

Education
St. Cloud State University
B.S., Accounting

John Wernz John Wernz Greater Minneapolis-St. Paul Area Details
John Wernz's Wealth Enhancement Group Experience 2009 - Present
Job
Industry Marketing and Advertising
Experience
Wealth Enhancement Group   2009 - Present
Marketing Architects  2000 - 2009
Scout.com / North American Membership Group   1998 - 2000
Fingerhut  1995 - 1998

Skills
Direct Marketing, Integrated Marketing, Interactive Marketing, Product Management, Database Marketing, Lead Generation, Social Media, Digital Marketing, Financial Services, Product Development, Sales Management, Series 7, Executive Team, Advertising Agency, Series 24, Branding & Identity, Digital, Series 66

Education
Gustavus Adolphus College   1992 — 1996
BA

Jennifer Scanlon, CPA Jennifer Scanlon, CPA Greater Minneapolis-St. Paul Area Details
Jennifer Scanlon, CPA's Wealth Enhancement Group Experience May 2011 - December 2012
Job Senior Accountant at Froehling Anderson
Industry Accounting
Experience
Froehling Anderson  December 2012 - Present
Wealth Enhancement Group   May 2011 - December 2012
Boeckermann Grafstrom & Mayer  January 2012 - April 2012
University Advancement  May 2011 - December 2011
Graco  May 2010 - August 2010

Skills
QuickBooks, ProSystem fx Tax, Asset Keeper, Oracle, Taxations, Estate & Gift Taxation, Personal Income Tax..., Corporate Tax, Small Business Tax, Microsoft Operating..., Compilation Of..., Bookkeeping, Payroll Taxes, nonprofit, Professional..., Accounting

Education
Minnesota State University, Mankato   2009 — 2012
Bachelor of Science, Accounting

University of Minnesota-Twin Cities   2008 — 2009
General Studies

Rogers High School   2006 — 2009
High School Diploma

Bruce Helmer Bruce Helmer Greater Minneapolis-St. Paul Area Details
Bruce Helmer's Wealth Enhancement Group Experience 1996 - Present
Job Cofounder of Wealth Enhancement Group | Author | Financial Advisor | Host of the "Your Money" radio program
Industry Financial Services
Experience
Wealth Enhancement Group   1996 - Present
ELEW, LLC   1997 - Present

Skills
Strategic Financial..., Financial Services, Finance, Asset Managment, Retirement Planning, Public Speaking, Motivational Speaking, Investments, Insurance, Entrepreneurship, Published Author, Wealth Management, Strategic Planning, Business Development, Business Coaching, Portfolio Management, Financial Analysis, Start-ups, Books, Engaging Speaker, Leadership Trainer, National Speaker, Valuation, Equities, Corporate Finance, Series 7, Series 63, Investment Strategies, Strategy, Investment Advisory

Education
University of Minnesota-Morris

Susan Cheshier Susan Cheshier Greater Minneapolis-St. Paul Area Details
Susan Cheshier's Wealth Enhancement Group Experience October 2014 - Present
Job Branch Administrator at Wealth Enhancement Group
Industry Investment Management
Experience
Wealth Enhancement Group   October 2014 - Present
PrairieView Partners   September 2008 - June 2014
Irwin Schaffer, LLC   September 2008 - June 2014
H & R Block  1995 - 2009

Education
Briar Cliff University
Bachelor of Business Administration (B.B.A.)

Erik Severson, CFP® Erik Severson, CFP® West Des Moines, Iowa Details
Erik Severson, CFP®'s Wealth Enhancement Group Experience September 2008 - Present
Job Vice President Financial Advisor at Wealth Enhancement Group
Industry Financial Services
Experience
Wealth Enhancement Group   September 2008 - Present
TCF National Bank  March 2004 - July 2008

Education
Minnesota State University, Mankato   2011 — 2012
CFP Courses

The University of Iowa   1999 — 2003
Bachelor of Science (BS), Finance, Marketing

Jay Deiman Jay Deiman Seattle, Washington Details
Jay Deiman's Wealth Enhancement Group Experience August 2006 - March 2007
Job Production Engineer at Facebook
Industry Information Technology and Services
Experience
Facebook  December 2014 - Present
Amazon  August 2012 - December 2014
Qwest Communications  March 2007 - August 2012
Wealth Enhancement Group   August 2006 - March 2007
VISI  September 2005 - August 2006
Marketing Bridge   May 2005 - September 2005
UnityWorks! Media  August 2004 - May 2005

Skills
System Architecture, Apache, RedHat, DNS, FreeBSD, Linux, Programming, MySQL, Perl, Unix, PHP, System Administration, XML, JavaScript, HTML, Python, SQL, Servers, PostgreSQL, Web Development, Databases, Troubleshooting, CSS, C

Education
University of Minnesota-Twin Cities   1993 — 1996
Computer Science

Park High   1989 — 1993

University of MN, College of Liberal
Arts

David Serposs David Serposs Greater Minneapolis-St. Paul Area Details
David Serposs's Wealth Enhancement Group Experience June 2011 - June 2013
Job Regional Sales Vice President at Advantus Capital Management
Industry Marketing and Advertising
Experience
Advantus Capital Management  January 2015 - Present
Securian Financial Group  June 2013 - December 2014
Wealth Enhancement Group   June 2011 - June 2013
Northwestern Mutual  May 2010 - May 2011

Skills
Customer Service, Insurance, Financial Planning, Marketing Strategy, Retirement Planning, Financial Services, Financial Advisory, Securities, Strategic Financial..., Sales, Finance, Team Leadership, Leadership, Microsoft Excel, Series 7, Salesforce.com, Marketing

Education
St. Cloud State University   2007 — 2010
Bachelor of Science in Marketing

University of Minnesota-Duluth   2005 — 2007

Jim Sandager Jim Sandager Des Moines, Iowa Area Details
Jim Sandager's Wealth Enhancement Group Experience December 2008 - Present
Job Senior Vice President Financial Advisor at Wealth Enhancement Group
Industry Financial Services
Experience
Wealth Enhancement Group   December 2008 - Present
City of West Des Moines  2003 - Present
Sandager Advisors LLC   2005 - 2008

Skills
Wealth Management, Finance, Securities, Strategic Planning, Financial Services, Financial Advisory, Asset Management, Public Speaking, Retirement Planning, Investments, Leadership, Estate Planning, Project Planning, Budgets, Retirement, New Business Development, Investment Advisory, Management, Strategic Financial..., Portfolio Management, Insurance, Real Estate, Wealth Management..., Grant Writing, Customer Service, Fixed Annuities, Series 7

Education
College for Financial Planning   1993 — 1996
CERTIFIED FINANCIAL PLANNER ™, Financial Planning and Investments

Bowling Green State University   1989 — 1995
Master of Business Administration (MBA), Investments and Financial Planning

University of Minnesota-Twin Cities   1979 — 1981
Ag Business, Business and Economics

Concordia College   1977 — 1979
Liberal Arts, Liberal Arts

Laurie Staber Laurie Staber Greater Minneapolis-St. Paul Area Details
Laurie Staber's Wealth Enhancement Group Experience May 2001 - March 2004
Job Branch Controls Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors  September 2012 - Present
AXA Advisors, LLC  January 2011 - September 2012
Northwestern Mutual  May 2010 - January 2011
St. Croix Wealth Strategies/NML   February 2007 - September 2009
Northwestern Mutual  December 2004 - February 2007
Wealth Enhancement Group   May 2001 - March 2004
Prior Lake State Bank  2000 - 2001

Education
Maplewood Academy

Union College (NE)
Accounting

Chris Okada Chris Okada Greater Minneapolis-St. Paul Area Details
Chris Okada's Wealth Enhancement Group Experience April 2015 - Present
Job Branch Administrator at Wealth Enhancement Group
Industry Financial Services
Experience
Wealth Enhancement Group   April 2015 - Present
Wells Fargo Home Mortgage  2012 - April 2015
Wells Fargo Home Mortgage  2010 - 2012
Wealth Enhancement Group   2008 - 2010
Insight Mortgage Consultants   2003 - 2008
Philip Morris International  1998 - 2003
Equity Lending and Town & Country Credit   1995 - 1998

Skills
Management, Leadership, Sales, Customer Service, Training, Forecasting, Coaching, Sales Management, Finance, Negotiation, Team Building, Analysis, Strategic Planning, Account Management, Microsoft Word, Loans, Mortgage Lending, Insurance, Time Management, Customer Satisfaction, Mentoring, Strategic Financial..., Financial Planning

Education
Minnesota State University, Mankato
Bachelor of Science, Business Administration with concentration in Marketing and Finance

Brian Letourneau Brian Letourneau Greater Minneapolis-St. Paul Area Details
Brian Letourneau's Wealth Enhancement Group Experience June 2014 - Present
Job Assistant to Financial Planning at Wealth Enhancement Group
Industry Financial Services
Experience
Wealth Enhancement Group   June 2014 - Present
Dino's Pizzeria   August 2013 - June 2014
Five Guys Burgers and Fries  April 2011 - July 2013

Skills
Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Morningstar Direct, PowerPoint, Data Entry, Communication, Strategic Financial..., Teamwork, Retirement Planning, Junxure, Organization, Communication Skills

Education
Minnesota State University, Mankato   2009 — 2014
Bachelor of Science (B.S.), Finance: Investment Analysis. Minor: Business Administration, Mass Media

Tiffany Zent Tiffany Zent Greater Minneapolis-St. Paul Area Details
Tiffany Zent's Wealth Enhancement Group Experience June 2002 - October 2008
Job Project Manager at Matrix Care
Industry Information Technology and Services
Experience
Matrix Care   September 2014 - Present
MDI Achieve  September 2013 - Present
MDI Achieve  October 2010 - May 2013
Best Buy Corp  May 2008 - January 2010
Wealth Enhancement Group   June 2002 - October 2008

Skills
Healthcare, Quality Assurance, Customer Service, Team Leadership, Process Improvement, Social Media, Sales, Microsoft Office, Event Planning, CRM, Data Analysis, Retail, Mentoring, Non-profit Volunteer, Digital Photography, Software Implementation...

Education
University of Cape Town   2010 — 2010
Semester Study Abroad, History and International Law

University of Minnesota-Twin Cities   2006 — 2010
B.A, Political Science

Madison Gartner Madison Gartner Wayzata, Minnesota Details
Madison Gartner's Wealth Enhancement Group Experience June 2015 - August 2015
Job Central Planning Intern at Wealth Enhancement Group
Industry
Experience
Wealth Enhancement Group   June 2015 - August 2015
Merrill Lynch  June 2014 - December 2014
Meridian Boutique   November 2013 - January 2014
Adele's Frozen Custard  March 2011 - August 2013

Skills
Sales, Public Speaking, Social Media, Leadership, Microsoft Office, Teamwork, Microsoft Excel, Time Management

Education
University of Denver - Daniels College of Business   2013 — 2017
Bachelor of Science (BS) in Business Administration, Finance

University of Economics, Prague   2015 — 2015

Minnetonka High School   2009 — 2013

Julie Ann Stevens Julie Ann Stevens Greater Minneapolis-St. Paul Area Details
Julie Ann Stevens's Wealth Enhancement Group Experience 2002 - 2003
Job Art & New Arisings
Industry Fine Art
Experience
Art by Julie Ann Stevens   January 2014 - Present
t*da studio   June 2010 - December 2013
Towers Watson  2003 - June 2010
Wealth Enhancement Group   2002 - 2003
Stevens Communications  1996 - 2001
Integrated Healthcare Strategies  1992 - 1995
North Star Resource Group  1986 - 1992
United Way of the Saint Paul Area  1982 - 1986

Skills
Writing, Creative Concept..., Marketing Strategy, Online Focus Groups, Team Facilitation, Presentation Coaching, Marketing Communications, Marketing Management, Product Development, Integrated Marketing, Corporate Communications, Leadership, Marketing, Internal Communications, Advertising, Business Development, Strategic Planning, CRM

Education
University of St. Thomas   1991 — 1992
Graduate studies, International Management

St. Cloud State University   1977 — 1982
B.S. Degree, Mass Communications

Allison Johnson Allison Johnson Greater Minneapolis-St. Paul Area Details
Allison Johnson's Wealth Enhancement Group Experience June 2007 - February 2009
Job Health Care Account Executive at The Nerdery
Industry Think Tanks
Experience
The Nerdery  April 2015 - Present
Comcast Business  June 2014 - April 2015
Staples Advantage  May 2013 - June 2014
Staples Advantage  August 2011 - May 2013
All Web Leads, Inc.   May 2010 - August 2011
Web Stores America   June 2009 - April 2010
Wealth Enhancement Group   June 2007 - February 2009

Skills
Lead Generation, Sales Management, Sales Operations, Team Building, Salesforce.com, Account Management, Customer Service, Business Development, Strategic Planning, Sales, Direct Sales, Marketing Strategy, Forecasting, Team Leadership, Project Management, Analytics, Customer Acquisition, SPIN Sales Training, Salesforce Training, Sales Leadership..., Sales Rep Training, Sandler, Selling, Solution Selling, New Business Development, Leadership, Customer Retention, E-commerce, Sales Process, Hand Modeling, High Fives, Animal Husbandry

Education
The University of Texas at Austin   1999 — 2002
Education, Business Foundations, Marketing

Westwood High School   1995 — 1999

Bethany Ganser Bethany Ganser St. Cloud, Minnesota Area Details
Bethany Ganser's Wealth Enhancement Group Experience June 2015 - Present
Job Administrative Associate at Wealth Enhancement Group
Industry Financial Services
Experience
Wealth Enhancement Group   June 2015 - Present
Wealth Enhancement Group   November 2014 - May 2015
Cafe Renaissance   June 2013 - May 2015
Applebee's  May 2011 - April 2013
Lakeview Ranch Inc.   December 2009 - May 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Time Management, Teamwork, Team Leadership, Social Media, Critical Thinking, Social Networking, Leadership, Communication, Data Entry

Education
St. Cloud State University - Herberger Business School   2011 — 2015
Bachelor of Science (B.S.), Finance

Bethel University   2010 — 2011
Pre-Nursing Studies

Kacie Harms Kacie Harms Greater Minneapolis-St. Paul Area Details
Kacie Harms's Wealth Enhancement Group Experience March 2013 - Present
Job Client Service Associate at Wealth Enhancement Group
Industry Consumer Services
Experience
Wealth Enhancement Group   March 2013 - Present
Wells Fargo  April 2014 - December 2014
Wells Fargo  May 2011 - March 2013
Wachovia, A Wells Fargo Company  2010 - 2011
Mahn Family Funeral Home   December 2008 - September 2010
Champps Americana  2006 - 2010
TomKat Inc   2004 - 2008

Skills
Sales, Customer Service, Time Management, Marketing, Team Building, PowerPoint, Leadership, Loans, Microsoft Office, Social Media, Sales Management, Microsoft Excel, Event Planning, Coaching, Management, Outlook

Education
University of Minnesota-Twin Cities   2004 — 2007
Bachelor of Science, Mortuary Science

Cullen Combs Cullen Combs Saint Paul, Minnesota Details
Cullen Combs's Wealth Enhancement Group Experience August 2014 - Present
Job Client Service Associate at Wealth Enhancement Group
Industry Financial Services
Experience
Wealth Enhancement Group   August 2014 - Present
General Service Administration  September 2013 - December 2013

Education
The College of St. Scholastica   2010 — 2014
Bachelor of Arts (B.A.), Applied Economics

American University   2013 — 2013
Global Economics and Trade

James J. Ward James J. Ward Greater Minneapolis-St. Paul Area Details
James J. Ward's Wealth Enhancement Group Experience 2001 - 2003
Job Professor of Entrepreneurship and Innovation in Aquascalientes Mexico
Industry Management Consulting
Experience
Tec de Monterrey Campus Aguascalientes   July 2015 - Present
TwentyFirst   2014 - 2015
Fiduciaries Risk Retention Group   2012 - 2014
Marquee Fiduciary Advisors   2003 - 2012
Wealth Enhancement Group   2001 - 2003
Marquette Bank  2000 - 2001
PrimeVest Financial Services  1994 - 2000
Holcher and Company, CPAs   1986 - 1994
McMahon, Hartmann, Amundson and Company, CPAs   1983 - 1986

Skills
Leadership, Management, Strategic Planning, Sales, Marketing, Business Strategy, Public Speaking, Team Building, Investments, New Business Development, Customer Service, Entrepreneurship, Mergers & Acquisitions, Start-ups, Business Development, Insurance, Risk Management, Microsoft Office

Education
William Mitchell College of Law   1978 — 1981
Doctor of Law (J.D.), Trusts and Estates

St. John's University   1974 — 1978
Bachelor of Science (BS), Accounting and Business/Management

Tim Bowers Tim Bowers Greater Minneapolis-St. Paul Area Details
Tim Bowers's Wealth Enhancement Group Experience August 2001 - May 2002
Job Sr. Supply Chain Planner at Schwan's Consumer Brands, Inc.
Industry Food Production
Experience
Schwan's Consumer Brands  February 2014 - Present
Schwan's Consumer Brands  February 2013 - February 2014
Best Buy  May 2007 - February 2013
Samsung Electronics  May 2005 - May 2007
Musicland  December 2003 - April 2005
Creative Channel Services  May 2002 - December 2003
Wealth Enhancement Group   August 2001 - May 2002
Galyan's Trading Co.   January 1997 - March 2001

Skills
Forecasting, Demand Planning, Vendor Management, Retail, Merchandising, Inventory Management, Sales, Sales Management, Customer Service, Budgets, Strategic Planning, Training, End of Life, Supply Chain, Contract Negotiation, Field Marketing, Purchasing, Management, Product Marketing, Supply Chain Management, Leadership, Logistics, Pricing, Project Planning, ERP, Income Statement, Store Management, Inventory Control, Team Building, Sales Operations, Microsoft Excel, P&L Management, Supply Chain Operations, Business Strategy, Demand Forecasting, Cross-functional Team..., Multi-channel Retail, Team Leadership, Analysis, Customer Satisfaction, CPFR, Access, Operations Management, Product Development, Competitive Analysis, Sourcing, Process Improvement, Customer Experience, Profit, Time Management

Education
University of Saint Thomas
B.A., Marketing Mangagement

Texas Christian University

Wayzata High School

Holly Sawochka Holly Sawochka Hopkins, Minnesota Details
Holly Sawochka's Wealth Enhancement Group Experience October 2014 - Present
Job Client Service Associate at Wealth Enhancement Group
Industry Financial Services
Experience
Wealth Enhancement Group   October 2014 - Present
U.S. Fish and Wildlife Service   July 2011 - October 2014
Rochon Corporation  2009 - 2013
Anchor Bank  March 2011 - July 2011

Skills
Marketing, Social Media, Microsoft Office, Marketing Research, Sales, Blogging, Marketing Communications, Social Networking, Brand Awareness, Social Media Marketing, Integrated Marketing, Economics, Corporate Branding, Financial Reporting, Budget Process

Education
College of St. Catherine   2009 — 2013

Wayzata High School

Brianna Johnson Brianna Johnson Minneapolis, Minnesota Details
Brianna Johnson's Wealth Enhancement Group Experience May 2015 - Present
Job Brand Coordinator
Industry Marketing and Advertising
Experience
Wealth Enhancement Group   May 2015 - Present
Wells Fargo  July 2014 - May 2015
Wells Fargo  April 2013 - June 2014
Des Moines Register  2013 - April 2013
Club Industry  June 2012 - August 2012
Des Moines Radio Group  May 2011 - August 2011
HomeSafe  January 2011 - May 2011
State Farm Insurance  October 2009 - April 2010
AmericInn Lodge and Suites  January 2008 - January 2010

Skills
News Writing, Journalism, Creative Writing, Storytelling, Blogging, Editorial, Magazines, Marketing, Radio Promotions, InDesign, Research, Social Networking, Social Media, Press Releases, Public Relations, Editing

Education
University of Iowa   2010 — 2012
Bachelor of Arts (B.A.), Communication Studies and Mass Communication/Journalism

University of San Diego   2009 — 2010
Communications; Media Arts and Culture

Concordia University   2008 — 2009
Mass Communications

Bondurant-Farrar High School   2004 — 2008
High School Diploma

Ashley Hrynko Ashley Hrynko Greater Chicago Area Details
Ashley Hrynko's Wealth Enhancement Group Experience June 2015 - Present
Job Client Service Associate at Wealth Enhancement Group
Industry Insurance
Experience
Wealth Enhancement Group   June 2015 - Present
Liberty Mutual Insurance  April 2012 - June 2015
Farmers Insurance  August 2010 - April 2012
Farmers Insurance Group  January 2007 - May 2010
Farmers Insurance  October 2006 - May 2010
Edgewood College  May 2007 - May 2008

Skills
Commercial Insurance, Insurance, Customer Service, Property & Casualty..., Workers Compensation, Sales, Marketing, Account Management, Time Management, Call Centers, Customer Retention, Employee Benefits, Recruiting, Training, Management

Education
Robert Morris University - Illinois   2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General

Edgewood College   2006 — 2010
Bachelors of Science, Business, Economics

Kristin Wood, CRPC® Kristin Wood, CRPC® Greater Minneapolis-St. Paul Area Details
Kristin Wood, CRPC®'s Wealth Enhancement Group Experience March 2015 - Present
Job
Industry Marketing and Advertising
Experience
Wealth Enhancement Group   March 2015 - Present
Wealth Enhancement Group   October 2013 - Present

Skills
Research, Editorial, Publishing, Writing, Content Marketing, Content Strategy, Content Management, Web Content, WordPress, Branding & Identity, Blogging, Corporate Blogging, Copywriting, AP Style

Education
Columbia University in the City of New York   2007 — 2009
Master of Arts (M.A.), Western European Studies

Duke University   2002 — 2006
Bachelor of Arts (B.A.), European History

London School of Economics and Political Science   2003 — 2003
Microeconomics

Fort Worth Country Day School

Lindsey Paulson Lindsey Paulson Minneapolis, Minnesota Details
Lindsey Paulson's Wealth Enhancement Group Experience February 2009 - May 2011
Job Marketing Manager, Seminar & Event Consulting
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc.   August 2013 - Present
Ameriprise Financial Services, Inc.   June 2012 - August 2013
Ameriprise Financial Services, Inc.   May 2011 - June 2012
Wealth Enhancement Group   February 2009 - May 2011
PTC  October 2007 - December 2008
Special Olympics Minnesota  August 2006 - December 2006

Skills
Public Relations, Internal Communications, Marketing Communications, Social Media, Event Planning, Social Media Marketing, Marketing, Event Management, Marketing Strategy, Media Relations, Strategic Communications, Advertising, Newsletters, Public Speaking, Integrated Marketing, Microsoft Office, Strategic Planning, Corporate Communications, PowerPoint, Facebook

Education
University of Minnesota-Twin Cities   2003 — 2007
Bachelor of Arts, Communication Studies and Public Relations

University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Communication Studies

Jacquelyn Hartwig Jacquelyn Hartwig Le Center, Minnesota Details
Jacquelyn Hartwig's Wealth Enhancement Group Experience 2001 - 2007
Job Sr. Client Manager at Hemingway Wealth Management
Industry Financial Services
Experience
Hemingway Wealth Management, LLC   May 2012 - Present
Boulay  December 2007 - May 2012
RBC Wealth Management  July 2007 - November 2008
Wealth Enhancement Group   2001 - 2007

Skills
CRM, Financial Services, Finance, Relationship Management, Business Process, Financial Advisory, Fixed Annuities, Microsoft Excel, Life Insurance, Wealth, Research, Financial Analysis

Education
University of Minnesota-Twin Cities   1986 — 1988
Bachelor's degree, Business Administration and Management, General

Winona State University   1982 — 1985

Christina Wittnebel Christina Wittnebel Greater Minneapolis-St. Paul Area Details
Christina Wittnebel's Wealth Enhancement Group Experience June 2011 - October 2013
Job Logistics Representative at Logistics Planning Services
Industry Marketing and Advertising
Experience
Logistics Planning Services  March 2015 - Present
RLH Studio  February 2015 - Present
Vannelli's By The Lake   October 2013 - Present
Deluxe Corporation  May 2014 - August 2014
National Kidney Foundation  May 2013 - October 2013
Wealth Enhancement Group   June 2011 - October 2013

Skills
Marketing, Customer Service, Leadership, Time Management, Web Design, PowerPoint, Strategic Planning, Marketing Strategy, Social Media, Microsoft Excel, Organization Skills, Microsoft Word, Sales, Website Building, Microsoft Office, Microsoft Exchange, Public Speaking, B2B Marketing, B2C Marketing

Education
University of St. Thomas   2011 — 2014
Bachelor of Arts (B.A.), Marketing Management

Saint Paul College-A Community and Technical College   2009 — 2011
Minnesota Transfer Curriculum

kerri Timm kerri Timm Buffalo, Minnesota Details
kerri Timm's Wealth Enhancement Group Experience April 2000 - November 2012
Job Agency Producer at Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance  December 2013 - Present
Country Financial  February 2013 - November 2013
Wealth Enhancement Group   April 2000 - November 2012

Skills
Finance, Licensed Life & Health..., Retirement Planning, Life Insurance, Portfolio Management, Licensed Property &..., Series 7, Notary Public, Chambers of Commerce, Business Networking, PTO, Church Events, Insurance, 401k, Mutual Funds, Series 65

Education
College of St. Benedict   1992 — 1996
Bachelor of Science (BS), Management

Deanna Stark Deanna Stark Minneapolis, Minnesota Details
Deanna Stark's Wealth Enhancement Group Experience February 2014 - June 2014
Job Warranty Coverages Analyst at Cummins Inc.
Industry Mechanical or Industrial Engineering
Experience
Cummins Inc.  July 2014 - Present
Wealth Enhancement Group   February 2014 - June 2014
Augsburg College  August 2010 - December 2013
Cummins Inc.  May 2013 - August 2013

Skills
Data Entry, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Public Speaking, Access, Leadership, Critical Thinking, Research, Time Management, Teamwork, Data Analysis, Team Leadership, Mathematics, Mathematica, Problem Solving, Java

Education
Augsburg College   2010 — 2013
Bachelor of Science (B.S.), Mathematics, Junior

Rich Schlueter, CFP, CLU, ChFC Rich Schlueter, CFP, CLU, ChFC Greater Minneapolis-St. Paul Area Details
Rich Schlueter, CFP, CLU, ChFC's Wealth Enhancement Group Experience February 1998 - September 2011
Job LongTerm Care Specialist at Newman Long Term Care
Industry Insurance
Experience
Newman Long Term Care  February 2012 - Present
Wealth Enhancement Group   February 1998 - September 2011

Skills
Certified Financial..., Long Term Care Insurance, Licensed to Sell..., CLU, Insurance, Long-term Care, Retirement Planning, Securities, Retirement, Fixed Annuities, Financial Planning, Investments, Life Insurance, Estate Planning, FINRA, Team Leadership, Disability Insurance

Education
Concordia College   1986 — 1990
Bachelor of Arts (B.A.), Economics, Cum Laude

Anoka Senior High School   1984 — 1986
Honor Graduate

Scott Robish Scott Robish Greater San Diego Area Details
Scott Robish's Wealth Enhancement Group Experience December 2009 - May 2012
Job Senior Business Analyst at The San Diego Padres
Industry Sports
Experience
The San Diego Padres  February 2014 - Present
San Diego Padres  April 2013 - February 2014
Paradysz  May 2012 - April 2013
Wealth Enhancement Group   December 2009 - May 2012
St. Cloud State University  January 2009 - May 2009

Skills
Excel, Outlook, PowerPoint, Word, Microsoft Office, Statistics, Analysis, Data Analysis, SAS, SPSS, Analytics, Mathematics, Microsoft Excel, Leadership, Market Research, Forecasting, Microsoft Word

Education
St. Cloud State University   2005 — 2009
Bachelor of Science (B.S.), Statistics, Economics

Morgan Schleif Morgan Schleif Greater Minneapolis-St. Paul Area Details
Morgan Schleif's Wealth Enhancement Group Experience March 1995 - Present
Job Sr. V.P, at Wealth Enhancement Group
Industry Financial Services
Experience
Wealth Enhancement Group   March 1995 - Present

Skills
Securities, Financial Services, Financial Advisory, Retirement Planning, Series 7, Insurance, FINRA, Series 63, Wealth

Education
Gustavus Adolphus College   1974 — 1978
Bachelor of Science (BS), Economics and Business

Tony Rush Tony Rush Greater Minneapolis-St. Paul Area Details
Tony Rush's Wealth Enhancement Group Experience January 2011 - June 2011
Job Wealth Advisor at FFP Wealth Management
Industry Financial Services
Experience
FFP Wealth Management  May 2012 - Present
Wealth Enhancement Group   January 2011 - June 2011

Skills
Investments, Wealth Management, Investment Advisory, Investment Analysis, Microsoft Excel, Mutual Funds, Finance, Portfolio Management, Strategic Financial..., Asset Management, Financial Analysis, Financial Advisory, Financial Services, Customer Service, Insurance, Financial Planning, Leadership

Education
Minnesota State University, Mankato   2008 — 2012
Bachelor of Science Degree, Business; Finance; Investment Analysis

Michelle Wendorf Michelle Wendorf Greater Minneapolis-St. Paul Area Details
Michelle Wendorf's Wealth Enhancement Group Experience June 2011 - July 2012
Job Ebusiness Analyst at 3M
Industry Leisure, Travel & Tourism
Experience
3M  May 2014 - Present
Polaris Industries  December 2013 - May 2014
Travel Leaders Corporate, LLC  July 2012 - November 2013
Wealth Enhancement Group   June 2011 - July 2012
Minnesota Wild  November 2008 - June 2011
The Wilderness at Fortune Bay   May 2004 - November 2008
Bemidji State University  September 2003 - December 2005

Skills
Facebook, Google Analytics, Dreamweaver, Constant Contact, Omniture, Microsoft Office, Vertical Response, ExactTarget, Social Media, Marketing, Direct Marketing, Email Marketing, SEM, SEO, Web Analytics

Education
Online Marketing Institute   2009 — 2009
Certification, Essentials of Online Marketing

Bemidji State University   2001 — 2005
B.A, Sport Management

Jessica Rand, MBA Jessica Rand, MBA Portland, Oregon Details
Jessica Rand, MBA's Wealth Enhancement Group Experience July 2007 - October 2008
Job Office Manager
Industry Marketing and Advertising
Experience
AppNexus  January 2013 - September 2015
Avitus Group  September 2012 - January 2013
University of Phoenix  August 2010 - June 2012
nConnect NW  May 2010 - August 2010
ResCare/WorkSource   October 2009 - March 2010
Wealth Enhancement Group   July 2007 - October 2008
Affiance Financial  February 2006 - July 2007

Skills
Microsoft Excel, PowerPoint, Customer Service, Program Development, Public Speaking, Microsoft Word, Microsoft Office, Non-profits, Research, Event Planning, Outlook, Budget, Marketing, Community Outreach, Social Media, Public Relations, Volunteer Management, Team Building, Strategic Planning, Fundraising, Mac OS X, Higher Education, Human Resources, Analytics, Sales, Budgets, Nonprofits, Organizational..., Recruiting, Leadership Development, Staff Development, Social Networking, Program Management, Teaching, Leadership, Training, Office Management, OS X, Management, Data Entry, Coaching

Education
Minnesota State University, Mankato   2001 — 2005
B.S., Psychology

Villanova University   2009 — 2009
Masters Certificate, Human Resources Management/Personnel Administration, General

University of Phoenix
Master of Business Administration (M.B.A.)

Adam Netland Adam Netland Greater Minneapolis-St. Paul Area Details
Adam Netland's Wealth Enhancement Group Experience January 2007 - September 2009
Job Gradient Investments 3rd Party Money Management
Industry Investment Management
Experience
Gradient Investments, LLC   September 2009 - Present
Wealth Enhancement Group   January 2007 - September 2009

Skills
Chartered Financial..., Attribution, Asset Managment, Marketing, Asset Allocation, Asset Management, Financial Analysis, Alternative Investments, Investments, Mutual Funds, Series 7, Wealth Management, Equities, Investment Strategies, Investment Advisory, Securities, Portfolio Management, Finance, Retirement Planning, Financial Planning, Financial Services, Financial Advisory, Risk Management

Education
The University of North Dakota
Finance

Jennifer Watters Jennifer Watters Greater Minneapolis-St. Paul Area Details
Jennifer Watters's Wealth Enhancement Group Experience August 2011 - February 2013
Job Account Manager at Star | Creating + Building Lasting Impressions for Exhibits, Events, Corporate Interiors & Retail
Industry Marketing and Advertising
Experience
Star  February 2013 - Present
Wealth Enhancement Group   August 2011 - February 2013
Minnesota Wild  July 2009 - August 2011
Chisago Lakes Golf Course   2005 - 2011
Marketing Werks  May 2008 - January 2009
Minnesota Section: PGA   May 2005 - September 2005
Tanners Brook Golf Course   2001 - 2005

Skills
Project Management, Event Planning, Event Management, Marketing, Marketing Strategy, Customer Service, Social Networking, Leadership, Account Management, Relationship Management, Time Management, Advertising, Lead Generation, Marketing Communications, Sports Marketing, Budgets, New Business Development, Management, Trade Shows, Brand Development, Strategy, Marketing Management, CRM, Retail, Email Marketing

Education
University of Minnesota-Twin Cities   2005 — 2007
Bachelor of Arts, Communication

Consortium International University   2006 — 2006
Business Communications

Winona State University   2003 — 2005
Associate of Arts (AA), Public Relations, History

Jeanelle Mathsen Jeanelle Mathsen Greater Minneapolis-St. Paul Area Details
Jeanelle Mathsen's Wealth Enhancement Group Experience September 2012 - Present
Job Human Resouces Manager at Wealth Enhancement Group
Industry Human Resources
Experience
Wealth Enhancement Group   September 2012 - Present
AEI Capital Corporation   September 2007 - August 2012
Allianz Life  August 2005 - September 2007
Allianz Life  January 1997 - August 2005
Allianz Life  January 1991 - December 1997

Education
College of St. Catherine
Masters, Organizational Leadership - Coursework

The University of North Dakota
Bachelor of Applied Science (B.A.Sc.), Criminology / Business Communications

Jamie Dezern Jamie Dezern Greater Minneapolis-St. Paul Area Details
Jamie Dezern's Wealth Enhancement Group Experience September 2013 - Present
Job Experienced Infomation Technology Specialist and Manager
Industry Information Technology and Services
Experience
Wealth Enhancement Group   September 2013 - Present
Dell  November 2011 - September 2013
Gillette Children's Specialty Healthcare  March 2008 - June 2012
Hennepin County Medical Center  2010 - 2010
PDL BioPharma, Inc.   March 2003 - November 2007
Sapphire Technology  January 2001 - March 2003
EMA Services, Inc.   January 2000 - January 2001
Wisconsin Department of Health & Family Services   1999 - 2000
Hutchinson Technology  1996 - 1999

Skills
Troubleshooting, SDLC, Software Documentation, Visio, Active Directory, FDA, Process Improvement, SharePoint, SAP, System Administration, Integration, Security, VMware, Healthcare, Windows, Access, ITIL, Change Management, Business Analysis, Quality Assurance, Team Building, Requirements Analysis, Microsoft Technologies, Customer Service, Microsoft Office, XP, Data Center, SQL, Program Management, Analysis, Mentoring, Operating Systems, Documentation, SQL Server, Problem Solving, Database Administration, Linux, Administration, HTML, PHP, Cisco, Excel, Budgeting, Planning, JavaScript, Process Engineering, MySQL, Customer Relations, Databases

Education
University of Minnesota-Twin Cities   2000 — 2003

Chippewa Valley Technical College   1998 — 1999
Associates Applied Science, Computer Information Systems

James Cahn James Cahn Greater Chicago Area Details
James Cahn's Wealth Enhancement Group Experience April 2012 - Present
Job Chief Investment Officer at Wealth Enhancement Group
Industry Investment Management
Experience
Wealth Enhancement Group   April 2012 - Present
Vestian Group   May 2010 - April 2012
Vestian Group   May 2009 - May 2010
Wanger Investment Management   August 2007 - April 2009
Quantitative Risk Management (QRM)   April 2003 - July 2007
JP Morgan Fleming Asset Management   May 2002 - April 2003

Skills
Investments, Portfolio Management, Asset Management, Alternative Investments, Securities, Hedge Funds, Equities, Financial Services, Fixed Income, Private Equity

Education
Northwestern University
B.S

The University of Chicago Booth School of Business

Shelley Moen Shelley Moen Greater Minneapolis-St. Paul Area Details
Shelley Moen's Wealth Enhancement Group Experience April 2003 - December 2006
Job Art Director at Target
Industry Graphic Design
Experience
Target  June 2012 - March 2015
Target  November 2007 - August 2012
Jarvis Design   April 2007 - September 2007
Wealth Enhancement Group   April 2003 - December 2006

Skills
Typography, Adobe Creative Suite, Photoshop, Layout, InDesign, Illustrator, Art Direction, Graphic Design, Logo Design, Advertising, Packaging, Direct Mail, Graphics, Art, Brand Development, Creative Direction

Education
University of Minnesota-Twin Cities   1992 — 1997
Bachelor of Arts

Brian McGunnigle Brian McGunnigle Manchester Center, Vermont Details
Brian McGunnigle's Wealth Enhancement Group Experience February 2006 - August 2012
Job Director of Operations at Manchester Capital Management
Industry Financial Services
Experience
Manchester Capital Management  August 2012 - Present
Wealth Enhancement Group   February 2006 - August 2012
Business & Estate Advisers   October 2005 - February 2006
Capital Professional Advisors   November 2002 - October 2005
LarsonAllen Financial (n.k.a. CliftonLarsonAllen)   April 2001 - November 2002
Washington Square Securities  March 2000 - April 2001
American Express Financial Advisors (n.k.a. Ameriprise Financial)   October 1997 - October 1999
Mad Adventures   1997 - 1997

Education
University of Dayton   1993 — 1997
Bachelor of Arts (B.A.), English Major; Communication Minor

Nancy Koestler Weatherup Nancy Koestler Weatherup Greater Minneapolis-St. Paul Area Details
Nancy Koestler Weatherup's Wealth Enhancement Group Experience August 2011 - December 2012
Job Director of Compliance at RIA Registrar
Industry Financial Services
Experience
RIA Registrar   April 2015 - Present
USAdvisors Wealth Management, LLC   December 2012 - February 2015
Wealth Enhancement Group   August 2011 - December 2012
North Star  August 2001 - July 2011

Skills
Financial Analysis, Banking, Customer Service, Risk Management, Project Management, Change Management, Microsoft Excel, Microsoft Office, Accounting, Financial Services, Training, Business Development, Wealth Management, Securities, Financial Advisory, Mutual Funds, Series 7, Retirement Planning

Education
American Institute of Banking

Hibbing Community College-A Technical and Community College

Rochester Community College

University of MN

Winona State University

Diana Daniels Diana Daniels Greater Minneapolis-St. Paul Area Details
Diana Daniels's Wealth Enhancement Group Experience October 2005 - December 2007
Job Financial Analyst at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial for Lutherans  June 2011 - Present
Thrivent Financial  April 2008 - May 2011
Wealth Enhancement Group   October 2005 - December 2007
Wealth Enhancement Group   March 2004 - September 2005
Theis & Dougherty Financial Services, Inc.   April 1997 - February 2004
LifeUSA  October 1996 - March 1997
E.W. Blanch   January 1994 - September 1996

Skills
Insurance, Investments, Financial Services, Financial Analysis, Series 7, Risk Management, Retirement, Retirement Planning, Mutual Funds, Leadership, FINRA, Wealth Management, Process Improvement, Strategic Financial..., Finance, Management

Education
St. Cloud State University   1989 — 1993
BS, Finance

Lisa Clark (Blasing) Lisa Clark (Blasing) Greater Minneapolis-St. Paul Area Details
Lisa Clark (Blasing)'s Wealth Enhancement Group Experience January 2013 - Present
Job Operations Manager at Wealth Enhancement Group
Industry Financial Services
Experience
Wealth Enhancement Group   January 2013 - Present
Ameriprise Financial  March 2011 - January 2013
Ameriprise Financial  July 2009 - March 2011
Weatherly Consulting  April 2007 - April 2009
Allianz Life- Questar Capital   2004 - 2007
Allianz Life  1995 - 2007
Allianz - USAllianz Securities/Questar Capital   2002 - 2004
Dain Bosworth  1992 - 1995

Education
University of Minnesota-Twin Cities   1988 — 1995
BA, Political Science

Roseville High School

Kirsten Feste Taylor Kirsten Feste Taylor Greater Minneapolis-St. Paul Area Details
Kirsten Feste Taylor's Wealth Enhancement Group Experience August 2010 - April 2013
Job Principal at Subjunctive llc
Industry Marketing and Advertising
Experience
Subjunctive llc   September 2014 - Present
Ann Schleck & Co.   August 2013 - March 2014
Wealth Enhancement Group   August 2010 - April 2013
Yamamoto  February 2006 - August 2010
Piper Jaffray  2000 - 2006
Piper Jaffray  1998 - 2000
Augsburg Fortress, Publishers  1992 - 1997

Skills
Marketing Strategy, Strategy, Management, Interactive Marketing, Marketing Communications, Marketing, Advertising, Project Management, Integrated Marketing, Social Media Marketing, Brand Development, Cross-functional Team..., Public Relations, Creative Direction, Leadership, Account Management

Education
St. Olaf College
BA, Journalism; Speech/Theater

T.J. Trembley T.J. Trembley Greater Minneapolis-St. Paul Area Details
T.J. Trembley's Wealth Enhancement Group Experience April 2007 - September 2008
Job Senior Mortgage Consultant at Marketplace Home Mortgage
Industry Banking
Experience
Marketplace Home Mortgage  May 2009 - Present
Haldeman-Homme, Inc.   September 2008 - May 2009
Wealth Enhancement Group   April 2007 - September 2008
Marketplace Home Mortgage  May 2001 - May 2007

Skills
Refinance, Mortgage Lending, FHA, Jumbo Mortgage, HARP Loans, Lake Homes, USDA, VA loans, Loans, Loan Origination, FHA financing, Sales Management, Mortgage Banking, Sales, Selling, Investment Properties, Loan Analysis, Credit Analysis, First Time Home Buyers, Referrals, Mortgage Underwriting, Finance, Negotiations, Self-starter, Microsoft Office, Contracts, Organization, Marketing, code compliance, Analyze detailed..., Qualifying Prospects, Qualifying Opportunities, Credit, Reverse Mortgages, Certified Mortgage..., Financial Services, Non-Conforming, Lake, FHA Financing, Code Enforcement

Education
St. Cloud State University G.R. Herberger College of Business   1999 — 2002
Bachelor Of Science, Real Estate, Finance and Investments

University Of Minnesota   1997 — 1999
Generals, Healthcare Administration

Park Center Sr. High   1994 — 1997
Diploma

North View Jr High

Mac Krzmarzick Mac Krzmarzick Greater Minneapolis-St. Paul Area Details
Mac Krzmarzick's Wealth Enhancement Group Experience September 2012 - Present
Job Senior Financial Analyst Internal Accounting at Wealth Enhancement Group
Industry Financial Services
Experience
Wealth Enhancement Group   September 2012 - Present
Kroll Ontrack  February 2009 - August 2012
Kroll Ontrack  October 2006 - February 2009
BHZ  2003 - 2006
Clear Channel Communications  2001 - 2003

Skills
Cross-functional Team..., Business Analysis, Analysis, Mergers & Acquisitions, Access, General Ledger, Cognos, Managerial Finance, Business Process..., Project Management, Microsoft Excel, Account Reconciliation, Accounts Payable, Strategic Planning

Education
University of Minnesota - Carlson School of Management   1999 — 2003
Bachelor of Science (BS), Marketing and Accounting

Nicole Schulz - CPA, CPCU, CTP, AIAF Nicole Schulz - CPA, CPCU, CTP, AIAF Owatonna, Minnesota Details
Nicole Schulz - CPA, CPCU, CTP, AIAF's Wealth Enhancement Group Experience November 2000 - February 2006
Job at
Industry Insurance
Experience
Federated Insurance Company  January 2015 - Present
Home Town Credit Union   March 2014 - Present
Federated Insurance  October 2013 - Present
Federated Insurance  February 2006 - November 2013
Wealth Enhancement Group   November 2000 - February 2006
Boulay, Heutmaker, Zibell   January 1998 - November 2000
Boulay, Heutmaker, Zibell & Co. P.L.L.P.   1998 - 2000

Skills
Financial Reporting, Financial Analysis, Financial Accounting, Internal Controls, CPA, Insurance, General Ledger, Accounts Payable, Account Reconciliation, Statutory Accounting, PeopleSoft, Accounting, GAAP

Education
Minnesota State University, Mankato   1994 — 1998
BS, Accounting

Ginny (Virginia) Traynor Ginny (Virginia) Traynor Cedar Rapids, Iowa Details
Ginny (Virginia) Traynor's Wealth Enhancement Group Experience December 2008 - April 2009
Job Chief Operating Officer at Traynor Family
Industry Nonprofit Organization Management
Experience
Traynor Family   February 1985 - Present
New Hope Counseling  March 2010 - April 2011
Shaklee Corporation  September 2009 - April 2011
Wealth Enhancement Group   December 2008 - April 2009
Sandager Advisors LLC   August 2007 - December 2008
Iowa Restaurant Association   June 2005 - August 2007
Home  June 1993 - June 2005
Missouri Baptist Medical Center  September 1985 - September 1993
BJC HealthCare  September 1992 - June 1993

Skills
Fundraising, Public Speaking, Wellness, Coaching, Team Building, Nutrition

Education
University of Missouri-Saint Louis   1973 — 1977
B.A., Psychology

Kate (Ellefson) Waldvogel Kate (Ellefson) Waldvogel Green Bay, Wisconsin Area Details
Kate (Ellefson) Waldvogel's Wealth Enhancement Group Experience December 2005 - November 2006
Job Financial Services Professional
Industry Financial Services
Experience
Conceptual Financial Planning   January 2009 - March 2011
RiverSource Investments  November 2006 - February 2008
Wealth Enhancement Group   December 2005 - November 2006
Wealth Enhancement Group   February 2004 - December 2005
American Express  June 2002 - February 2004
American Express Printing Services   1999 - 2002

Education
University of Minnesota - Carlson School of Management   1997 — 2001
Finance

University of Minnesota-Twin Cities   1997 — 2001
BS, Finance

Rory Corrigan Rory Corrigan Greater Minneapolis-St. Paul Area Details
Rory Corrigan's Wealth Enhancement Group Experience May 2011 - June 2013
Job Financial Advisor White Oaks Wealth Advisors
Industry Financial Services
Experience
White Oaks Wealth Advisors, Inc   July 2013 - Present
Wealth Enhancement Group   May 2011 - June 2013
Wealth Enhancement Group   September 2007 - May 2011

Skills
Securities, Financial Services, Financial Advisory, FINRA, Wealth Management..., Retirement Planning, Mutual Funds, Wealth Management, Strategic Financial..., Investments, Asset Allocation, Retirement, Asset Management

Education
St. Cloud State University   2001 — 2007
B.A., Economics/Finance

Laura Macke Laura Macke Greater Minneapolis-St. Paul Area Details
Laura Macke's Wealth Enhancement Group Experience July 2015 - Present
Job Senior Executive Assistant
Industry Insurance
Experience
Wealth Enhancement Group   July 2015 - Present
Agency 10 Insurance   August 2002 - Present
Long Term Care Group  August 2006 - July 2015
Long Term Care Group  April 2005 - August 2006
Unisys  June 2000 - April 2005

Skills
Visio, Business Analysis, Microsoft Excel, Microsoft Office, Process Improvement, Outlook, SDLC, SharePoint, Access, Healthcare, Microsoft Word, Organization Skills

Education
St. Cloud State University - Herberger Business School   1997 — 2000
BS, Business Computer Information Systems

University of Minnesota Duluth   1996 — 1997
Generals

Cathedral High School   1994 — 1996
Graduate

Mark Schweiss Mark Schweiss Greater St. Louis Area Details
Mark Schweiss's Wealth Enhancement Group Experience August 2004 - May 2007
Job Vice President at Archer Wealth Management
Industry Financial Services
Experience
Archer Wealth Management, LLC   September 2008 - Present
Moneta Group  May 2007 - August 2008
Wealth Enhancement Group   August 2004 - May 2007
Wells Fargo Advisors  September 2000 - August 2004
CliftonLarsonAllen  1990 - 1999

Education
St. John's University   1986 — 1990
Bachelor of Science Degree, Accounting, Magna Cum Laude

Brianna Kotzian Brianna Kotzian Greater Minneapolis-St. Paul Area Details
Brianna Kotzian's Wealth Enhancement Group Experience April 2007 - January 2009
Job Senior Client Service Associate
Industry Financial Services
Experience
Fortune Financial  February 2014 - December 2014
One Life Financial Group Inc.   November 2011 - September 2012
Oppenheimer & Co.   July 2009 - December 2010
Wealth Enhancement Group   April 2007 - January 2009
Equity Bank  March 2006 - January 2007
Excel Bank MN   October 2004 - March 2006
U.S. Bank   June 2003 - October 2004

Education
University of St. Thomas   1999 — 2003
Bachelor of Arts (BA), Psychology, 3.63

Minnesota State University, Mankato   2008 — 2009
Financial Planning Certificate Program, Other

Minnetonka High School

Gracie Bau Gracie Bau Greater Minneapolis-St. Paul Area Details
Gracie Bau's Wealth Enhancement Group Experience February 2012 - May 2012
Job Office Administrator at Calix
Industry Fine Art
Experience
Calix  July 2013 - Present
CSM Bakery Supplies North America  May 2013 - Present
City of St. Louis Park  December 2012 - March 2013
Loeffler Construction & Consulting  2013 - 2013
Loeffler Const   2013 - 2013
Loeffler Construction & Consulting  2013 - 2013
Anchor Plastics, Inc.   October 2012 - October 2012
NetSPI  May 2012 - August 2012
Wealth Enhancement Group   February 2012 - May 2012
Target  November 2011 - November 2011

Skills
Customer Service, Microsoft Office, Windows, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Event Planning, Research, Editing

Education
Bethel University   2008 — 2010
Bachelor of Arts (BA), English Literature & Writing

Scott Wardell, CFP Scott Wardell, CFP Greater Minneapolis-St. Paul Area Details
Scott Wardell, CFP's Wealth Enhancement Group Experience February 2008 - February 2009
Job Wealth Advisor at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial  August 2002 - Present
Montgomery Orchard   January 1998 - Present
Wealth Enhancement Group   February 2008 - February 2009
Thrivent Financial for Lutherans  August 2002 - February 2008
American Express Financial Advisors  1982 - 2002

Skills
Expert Apple Trimmer, Budding Naturalist, Apple Cider Meister, Christmas Glogg Maker, Retirement Planning, Wealth Management

Education
College for Financial Planning   1989 — 1992
MS Retirement Planning, Retirement Planning and Estate Planning

University of Minnesota-Twin Cities   1974 — 1980
BS, Business

Edina West High School   1970 — 1974

Robert Burley Robert Burley Greater Minneapolis-St. Paul Area Details
Robert Burley's Wealth Enhancement Group Experience January 2001 - Present
Job Senior Vice President / Financial Advisor at Wealth Enhancement Group
Industry Financial Services
Experience
Wealth Enhancement Group   January 2001 - Present
Wealth Enhancement Group   January 2007 - January 2012
Wealth Enhancement Group   January 2004 - December 2006

Skills
Finance, Financial Advisory, Financial Services, Securities

Education
The University of North Dakota   1995 — 1998
BA, Financial Management / Business Management

Adria Siewert, ChFC®, AIF® Adria Siewert, ChFC®, AIF® Greater Chicago Area Details
Adria Siewert, ChFC®, AIF®'s Wealth Enhancement Group Experience November 2013 - Present
Job
Industry Financial Services
Experience
Wealth Enhancement Group   November 2013 - Present

Skills
Wealth Management, College Education..., Retirement Planning, Investment Planning, Retirement Plan..., Qualified Retirement..., Insurance Planning, Employer Sponsored..., Employee Benefits, Investments, Investment Advisory, Series 7, 401k, Asset Allocation, Financial Planners, Mutual Funds, Series 65, Strategic Financial..., Series 24, Investment Management, Retirement, Financial Advisory, Wealth Accumulation

Education
Purdue University   2003 — 2007
BS, Financial Planning and Counseling

Our Lady of the Wayside

Rolling Meadows High School

St. Viator

Margo Dwight Margo Dwight Greater Minneapolis-St. Paul Area Details
Margo Dwight's Wealth Enhancement Group Experience 2008 - 2010
Job Freelance Corporate Communications Specialist
Industry Public Relations and Communications
Experience
Medtronic  2014 - Present
TextMinded   2013 - Present
General Mills  2005 - Present
Professional Liability Underwriting Society (PLUS)   2004 - 2015
Cushman & Wakefield/NorthMarq   2009 - 2012
Wealth Enhancement Group   2008 - 2010
ThinkDesign Group   2004 - 2010

Skills
Newsletters, Editing, Copy Editing, Marketing Communications, Freelance Writing, Copywriting, Publications, Content Strategy, Feature Articles, Content Development, Writing, Editorial, Corporate Communications, Technical Writing, Content Management, AP Style, Email Marketing, Advertising, Chicago Style, Creating and Writing..., Internal & External..., Training Manuals, Project Management, Marketing Strategy, Strategic Planning, Creative Problem Solving, Health Care/Wellness..., Financial Content, Content Editing, Substantive Editing, Editorial Management, Volunteer Management, Financial Editing, Legal Editing, Insurance Law Editing, Medical/Health Care..., Research and analysis

Education
University of Minnesota-Twin Cities
BA, English literature and writing

Aaron McCombs Aaron McCombs Greater Minneapolis-St. Paul Area Details
Aaron McCombs's Wealth Enhancement Group Experience December 2005 - July 2006
Job Software Anaylist at Accenture
Industry Computer Software
Experience
Accenture  October 2011 - Present
IBM  August 2011 - 2013
VMware  March 2011 - July 2011
Shavlik Technologies  April 2008 - May 2011
Xata  January 2008 - March 2008
Center for diagnostics   April 2007 - December 2007
Wealth Enhancement Group   December 2005 - July 2006

Skills
Microsoft SQL Server, SaaS, Cloud Computing, Testing, Enterprise Software, Virtualization, VMware, Salesforce.com, Windows Server, Software Documentation, Security, Network Security, Windows 7, Sybase, Troubleshooting, Waterfall, Computer Hardware, Mainframe, Solution Selling, SQL, Technical Support, Hardware

Education
Dakota County Technical College   2001 — 2005
Computer Networking, Computer Systems Networking and Telecommunications

Jeanne Nelson Jeanne Nelson Saint Paul, Minnesota Details
Jeanne Nelson's Wealth Enhancement Group Experience October 2006 - December 2008
Job Retired and really busy
Industry Apparel & Fashion
Experience
Retired  July 2014 - February 2015
Lon Musolf Distributing Inc.   June 2013 - May 2014
Ashley Furniture Home Store  December 2011 - July 2013
Wealth Enhancement Group   October 2006 - December 2008
Family Chiropractic Center  September 2005 - September 2007
State of Minnesota  September 2000 - September 2006
Wilkerson, Guthmann and Johnson   August 1998 - July 1999

Skills
Customer Service, Inventory Management, Sales, Outlook, Purchasing, Data Entry, Relationship skills; 18...

Education
Globe College, Oakdale, Mn   2003 — 2004
Certification, Massage Therapy

Century College   1977 — 1978
certification, Dental Assisting/Assistant

Century College
Bookkeeping and Small Business

Mark Haakenstad Mark Haakenstad Dallas/Fort Worth Area Details
Mark Haakenstad's Wealth Enhancement Group Experience March 2012 - August 2012
Job Revenue Management Analyst at American Airlines
Industry Airlines/Aviation
Experience
American Airlines  July 2014 - Present
Carlson Consulting Enterprise  January 2013 - December 2013
General Mills  June 2013 - August 2013
Wealth Enhancement Group   March 2012 - August 2012
Gopher Sports Marketing  May 2011 - May 2012
Dick's Sporting Goods  April 2011 - August 2011

Education
University of Minnesota - Carlson School of Management   2010 — 2014
Bachelor of Science (BS), Finance, Supply Chain Operations, Marketing

University of St. Gallen   2012 — 2012

Minnetonka High School   2006 — 2010

Julie Gillette Johns Julie Gillette Johns Greater Minneapolis-St. Paul Area Details
Julie Gillette Johns's Wealth Enhancement Group Experience January 2012 - Present
Job Associate Financial Planner, Wealth Enhancement Group
Industry Financial Services
Experience
Wealth Enhancement Group   January 2012 - Present
Lowry Hill Residents Inc.   1998 - 2003
The Ripley Foundation   1997 - 2002
The Bridge for Runaway Youth  1994 - 1997
The Pillsbury Company (acquired by General Mills)   1991 - 1995
Kraft General Foods (renamed Kraft Foods)   1989 - 1991
The First Boston Corporation (acquired by Credit Suisse)   1984 - 1987

Education
Stanford Graduate School of Business   1987 — 1989
MBA, Business

Princeton University   1980 — 1984
BA, History

The Blake School

Minnesota State University, Mankato

Minnesota State University, Mankato

cassandra clements cassandra clements Greater Chicago Area Details
cassandra clements's Wealth Enhancement Group Experience July 2010 - October 2011
Job at
Industry Nonprofit Organization Management
Experience
Marcus Hotels & Resorts  2015 - Present
Chicago Public Schools  August 2012 - September 2014
El Valor  July 2012 - August 2012
Global Vision International  January 2012 - March 2012
National Louis University Bookstore   October 2011 - January 2012
Wealth Enhancement Group   July 2010 - October 2011
Vanity Outlet   May 2009 - August 2009
Channel One, Inc   June 2008 - August 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Teaching, Leadership, Nonprofits, Educational Technology, Editing, Curriculum Design

Education
Winona State University   2008 — 2010
Bachelors of Science, Human Resource Management

Florida International University   2007 — 2007

College of St. Benedicts   2006 — 2007

Rochester Community and Technical College   2005 — 2006
Post, secondary

Mark Beethe Mark Beethe Saint Paul, Minnesota Details
Mark Beethe's Wealth Enhancement Group Experience November 1997 - June 2009
Job CEO
Industry Financial Services
Experience
Self-employed  June 2009 - Present
Wealth Enhancement Group   November 1997 - June 2009
Resource Trust Company   October 1991 - November 1997

Skills
CPA, Certified Financial..., Divorce Financial..., Estate Planning, Income Tax Planning, College Education..., Investment Review, Financial Planning, Finance, Series 7, Retirement Planning, Management, Financial Advisory, Investments, Wealth Management, Series 63, Tax

Education
St. Cloud State University   1983 — 1985
Bachelor of Science (B.S.), Accounting and Finance

Normandale Community College   1982 — 1983
Associate of Arts (A.A.)