Wealth Enhancement Executive and Leadership Team

Stephen Babasola, the Chief Executive Officer at Wealth Enhancement, directs the overarching strategic vision for the firm. Babasola architects long-term growth initiatives while overseeing the integration of comprehensive financial planning and investment management services across the national footprint. By aligning the firm's advisory network with evolving market demands, the Chief Executive Officer ensures that clients receive sophisticated tax strategies and estate planning solutions. This leadership role involves constant collaboration with the board to maintain the firm's status as a premier independent registered investment advisory entity. Stephen Babasola drives operational excellence by fostering a culture of fiduciary responsibility and client-centric innovation. Through the implementation of robust business advisory frameworks, the Chief Executive Officer secures the firm's competitive position within the finance industry, ultimately delivering sustainable value to families, businesses, and nonprofit organizations throughout the United States.

Phillip Brice, the Chief Executive Officer Managing Partner at Wealth Enhancement, manages the firm's partnership structure and high-level business development. Brice executes complex organizational strategies that expand the reach of retirement planning and trust services across diverse market segments. As the Chief Executive Officer Managing Partner, the executive coordinates with regional leadership to ensure consistent service delivery and operational efficiency. This role requires deep engagement with the firm's investment management protocols to optimize portfolio performance for individual and institutional clients. Phillip Brice drives the expansion of the firm's nationwide network by identifying strategic opportunities for growth and service diversification. By overseeing the alignment of business advisory services with client needs, the Chief Executive Officer Managing Partner strengthens the firm's market impact. Through rigorous oversight of internal processes, Brice maintains the high standards of professional excellence expected within the independent wealth management sector.

R. Sheridan, the Chief Executive Officer Fintrust Capital Advisors at Wealth Enhancement, directs the specialized operations of the Fintrust division. Sheridan architects tailored investment management and financial planning strategies specifically for the firm's institutional and high-net-worth clientele. As the Chief Executive Officer Fintrust Capital Advisors, the executive oversees the integration of insurance consulting and trust services into the broader firm portfolio. This leadership position involves managing complex client relationships and ensuring that all advisory services meet the rigorous standards of the registered investment advisory firm. R. Sheridan drives the development of proprietary financial models that support retirement planning and tax strategy initiatives. By focusing on the unique requirements of nonprofit organizations and business entities, the Chief Executive Officer Fintrust Capital Advisors expands the firm's influence in the financial services landscape. Through consistent performance monitoring, R. Sheridan ensures that the division contributes effectively to the overall success of the organization.

Kelly Crane, the Chief Financial Officer at Wealth Enhancement, directs all fiscal operations and financial reporting for the firm. Crane architects the budgetary frameworks that support the nationwide expansion of advisory services and investment management capabilities. As the Chief Financial Officer, the executive monitors capital allocation and ensures the firm maintains a strong balance sheet to support long-term business advisory goals. This role involves close collaboration with the executive team to assess the financial viability of new service offerings and market entries. Kelly Crane drives the implementation of advanced financial controls that protect the firm's assets and ensure regulatory compliance. By analyzing market trends and internal performance metrics, the Chief Financial Officer provides the data-driven insights necessary for strategic decision-making. Through meticulous management of the firm's fiscal health, Crane supports the ongoing delivery of comprehensive financial planning and retirement solutions to a diverse client base.

Kylie Kotowski, the Chief Operating Officer at Wealth Enhancement, directs the daily operational functions and service delivery infrastructure of the firm. Kotowski architects the systems that support the nationwide network of financial advisors in providing retirement planning and insurance consulting. As the Chief Operating Officer, the executive oversees the integration of technology platforms that enhance the client experience and streamline investment management workflows. This role involves optimizing internal processes to ensure that tax strategies and trust services are delivered with maximum efficiency. Kylie Kotowski drives the firm's operational scalability, allowing for the seamless onboarding of new advisors and clients. By monitoring service quality and operational performance, the Chief Operating Officer ensures that the firm maintains its reputation for excellence. Through the continuous improvement of business advisory operations, Kotowski supports the firm's commitment to providing comprehensive financial solutions to families and businesses across the United States.

Kevin Meehan, the Regional President, , Cfp, Clu, Chfc, Casl (Chicago) at Wealth Enhancement, directs the firm's operations and advisory growth within the Midwest market. Meehan architects regional strategies that bring comprehensive financial planning and investment management to local families and businesses. As the Regional President, , Cfp, Clu, Chfc, Casl (Chicago), the executive oversees the performance of local financial advisors and ensures the consistent application of the firm's tax and estate planning methodologies. This role involves building strong community relationships and expanding the firm's presence in the region. Kevin Meehan drives the recruitment and development of top-tier advisory talent to support the firm's mission. By focusing on the specific financial needs of the Chicago market, the Regional President, , Cfp, Clu, Chfc, Casl (Chicago) contributes to the firm's overall national success. Through effective regional leadership, Meehan ensures that clients receive personalized and high-quality financial guidance.

Donald Allenbrand, the Founder & President at Wealth Enhancement, directs the foundational principles and long-term vision of the firm. Allenbrand architects the core values that guide the firm's approach to investment management and comprehensive financial planning. As the Founder & President, the executive provides mentorship to the leadership team and ensures that the firm remains true to its mission of serving individuals and businesses. This role involves overseeing the strategic direction of the firm's business advisory services and trust offerings. Donald Allenbrand drives the culture of excellence that defines the firm's nationwide network of advisors. By maintaining a focus on client-centric outcomes, the Founder & President ensures that the firm continues to grow while upholding its commitment to fiduciary duty. Through the ongoing influence of the firm's original vision, Allenbrand supports the continued success and market impact of the organization in the financial services sector.

Lew Cimino, the President at Wealth Enhancement, directs the execution of the firm's strategic business objectives and operational goals. Cimino architects the tactical plans that enable the firm to deliver high-quality retirement planning and insurance consulting services on a national scale. As the President, the executive oversees the alignment of various departments to ensure that investment management and tax strategies are integrated effectively for all clients. This role involves managing the firm's growth trajectory and ensuring that all business advisory services meet the evolving needs of the market. Lew Cimino drives the performance of the advisory network by fostering a culture of accountability and professional development. By focusing on operational efficiency and client satisfaction, the President ensures that the firm maintains its competitive edge. Through the consistent application of strategic leadership, Cimino supports the firm's mission of providing comprehensive financial solutions to a diverse and growing client base.

Christina Galloway, the Chief of Staff at Wealth Enhancement, directs the internal coordination of executive initiatives and firm-wide projects. Galloway architects the communication channels between the C-suite and the broader network of financial advisors to ensure operational alignment. As the Chief of Staff, the executive manages the execution of strategic priorities, including the rollout of new tax strategies and estate planning tools. This role involves facilitating cross-departmental collaboration to streamline the delivery of investment management and business advisory services. Christina Galloway drives the efficiency of the firm's leadership meetings and ensures that all organizational goals remain on track. By overseeing the implementation of key business processes, the Chief of Staff enables the firm to scale its operations effectively across the country. Through the management of high-priority projects, Galloway ensures that the firm's mission of providing comprehensive financial planning remains the central focus of all internal activities.

William Rice, the Chief Legal Officer at Wealth Enhancement, directs the firm's legal, regulatory, and compliance frameworks. Rice architects the policies that govern the firm's investment management and financial planning activities to ensure adherence to industry standards. As the Chief Legal Officer, the executive manages risk mitigation strategies and oversees the legal aspects of trust services and business advisory engagements. This role involves providing counsel to the executive team on complex regulatory matters and protecting the firm's interests in all market dealings. William Rice drives the development of compliance protocols that safeguard the firm's nationwide network of advisors. By monitoring changes in the financial regulatory landscape, the Chief Legal Officer ensures that the firm remains proactive in its legal posture. Through the rigorous application of legal expertise, Rice supports the firm's mission of providing secure and reliable financial guidance to individuals, families, and nonprofit organizations.