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 nationwide network. By aligning corporate objectives with the needs of families and nonprofit organizations, the Chief Executive Officer ensures consistent delivery of high-value advisory solutions. Stephen Babasola maintains rigorous standards for client outcomes, focusing on the expansion of tax strategies and estate planning capabilities. This leadership role involves constant collaboration with the Board to refine the firm's market position within the independent wealth management sector. Through the optimization of business advisory services, the Chief Executive Officer drives operational excellence and sustains the firm's reputation for excellence in the competitive financial services landscape.

Phillip Brice, the Chief Executive Officer Managing Partner at Wealth Enhancement, executes high-level partnership strategies to expand the firm's reach. Brice manages the development of trust services and insurance consulting, ensuring these offerings integrate seamlessly into the broader wealth management framework. As the Chief Executive Officer Managing Partner, Phillip Brice cultivates relationships with key stakeholders and business entities to bolster the firm's market presence. This role requires deep engagement with the firm's nationwide network of financial advisors to maintain service quality and consistency. By focusing on the scalability of retirement planning solutions, the Chief Executive Officer Managing Partner drives significant revenue growth and operational efficiency. Brice prioritizes the alignment of internal resources with the evolving needs of individual and institutional clients, ultimately securing the firm's status as a premier independent registered investment advisory firm.

Kelly Windorski, the Chief Financial Officer at Wealth Enhancement, directs all fiscal operations and capital allocation strategies. Windorski oversees the financial health of the firm, ensuring robust reporting and compliance across all investment management and financial planning divisions. As the Chief Financial Officer, Kelly Windorski manages the budgetary framework that supports the nationwide network of advisors. This leadership role involves analyzing market trends to inform investment decisions and tax strategy development. By maintaining fiscal discipline, the Chief Financial Officer supports the firm's ability to provide comprehensive estate planning and business advisory services. Windorski collaborates with other C-suite leaders to evaluate the financial impact of expansion efforts and service enhancements. Through meticulous oversight of the firm's balance sheet, the Chief Financial Officer ensures long-term stability and provides the necessary resources for sustained growth in the wealth management industry.

Kylie Kotowski, the Chief Operating Officer at Wealth Enhancement, directs the daily operational infrastructure of the firm. Kotowski oversees the systems and processes that support the nationwide network of financial advisors, ensuring seamless delivery of investment management and tax strategies. As the Chief Operating Officer, Kylie Kotowski implements scalable solutions for estate planning and business advisory services. This role involves managing the technology and administrative frameworks that allow the firm to serve families and retirement plans effectively. By focusing on operational excellence, the Chief Operating Officer drives improvements in service delivery and client satisfaction. Kotowski collaborates with other leaders to integrate new acquisitions and expand the firm's service capabilities. Through the rigorous management of operational workflows, the Chief Operating Officer ensures that the firm maintains its competitive edge as a leading independent registered investment advisory firm.

Tammy Parks, the President at Wealth Enhancement, directs the execution of the firm's client-facing service model. Parks oversees the performance of the nationwide network of financial advisors, ensuring the delivery of high-quality retirement planning and investment management services. As the President, Tammy Parks drives initiatives to enhance the client experience for individuals and families. This role involves fostering a culture of excellence and professional development among the advisory staff. By focusing on the growth of the firm's core service offerings, the President supports the expansion of tax strategies and business advisory capabilities. Parks collaborates with the executive team to refine the firm's market approach and ensure alignment with long-term strategic goals. Through the effective leadership of the advisory network, the President ensures that the firm continues to provide comprehensive and personalized financial solutions to a diverse client base.

Kevin Meehan, the Regional President, , Cfp, Clu, Chfc, Casl (Chicago) at Wealth Enhancement, directs the firm's operations within the Midwest market. Meehan oversees the regional implementation of comprehensive financial planning and investment management services, ensuring that local clients receive the full benefit of the firm's expertise. As the Regional President, , Cfp, Clu, Chfc, Casl (Chicago), Kevin Meehan manages the growth of the advisor network in the region. This role involves tailoring tax strategies and estate planning solutions to meet the specific needs of regional businesses and families. By driving regional performance, the Regional President, , Cfp, Clu, Chfc, Casl (Chicago) contributes to the firm's overall success and market penetration. Meehan collaborates with the national leadership team to share best practices and maintain service consistency. Through the effective management of regional operations, the Regional President, , Cfp, Clu, Chfc, Casl (Chicago) strengthens the firm's presence in the Midwest.

Lewis Cimino, the President at Wealth Enhancement, directs the strategic development of the firm's specialized advisory divisions. Cimino oversees the integration of insurance consulting and business advisory services into the broader wealth management platform. As the President, Lewis Cimino manages the expansion of service offerings to better serve the complex needs of nonprofit organizations and retirement plans. This role involves identifying new market opportunities and driving the adoption of innovative financial planning tools. By focusing on the diversification of the firm's portfolio, the President supports long-term revenue growth and client retention. Cimino collaborates with other leaders to ensure that the firm's service model remains responsive to changing economic conditions. Through the strategic oversight of these specialized divisions, the President enhances the firm's ability to provide comprehensive, independent financial solutions to a wide range of clients across the country.

David Carlson, the President, Wealth Enhancement Trust Services at Wealth Enhancement, directs the firm's specialized trust and fiduciary operations. Carlson oversees the development and administration of trust services, ensuring that these offerings provide robust estate planning and asset protection for clients. As the President, Wealth Enhancement Trust Services, David Carlson manages the integration of trust solutions with the firm's broader investment management and tax strategy services. This role involves ensuring compliance with fiduciary standards and delivering high-touch service to families and individuals. By focusing on the growth of the trust division, the President, Wealth Enhancement Trust Services drives the firm's ability to provide comprehensive, long-term financial stewardship. Carlson collaborates with the executive team to align trust services with the firm's overall strategic objectives. Through the expert management of trust operations, the President, Wealth Enhancement Trust Services strengthens the firm's position as a comprehensive wealth management provider.

Christina Galloway, the Chief of Staff at Wealth Enhancement, coordinates cross-functional initiatives to streamline internal processes. Galloway facilitates communication between the executive team and the broader organization, ensuring alignment on strategic goals related to financial planning and trust services. As the Chief of Staff, Christina Galloway manages high-priority projects that enhance the firm's operational efficiency. This role involves translating the firm's mission into actionable tasks for various departments, including insurance consulting and retirement planning. By optimizing internal workflows, the Chief of Staff enables the firm to serve individuals and nonprofit organizations with greater agility. Galloway monitors the progress of key business objectives, providing the executive team with the insights necessary for informed decision-making. Through the effective management of organizational resources, the Chief of Staff supports the firm's commitment to providing comprehensive, independent wealth management solutions across the United States.

William Rice, the Chief Legal Officer at Wealth Enhancement, directs the firm's legal and regulatory compliance framework. Rice oversees the legal aspects of investment management, trust services, and insurance consulting, ensuring adherence to industry standards across the nationwide network. As the Chief Legal Officer, William Rice manages risk mitigation strategies and provides guidance on complex estate planning and tax strategy matters. This role involves navigating the regulatory landscape to protect the firm's interests and those of the clients. By establishing robust compliance protocols, the Chief Legal Officer supports the firm's reputation for integrity and reliability. Rice collaborates with the executive team to ensure that all business advisory services align with legal requirements. Through the proactive management of legal affairs, the Chief Legal Officer safeguards the firm's operations and facilitates the secure delivery of comprehensive financial planning solutions.