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Bio

Dana Sikora

Dana began her professional career as a power distribution design engineer with Eaton Corporation. After a number of years in the electrical industry, she decided to pursue a career in wealth management to allow her to serve families and individuals in a meaningful way. In her role at Wealth Enhancement Group, Dana and her team provide a full range of financial planning services, specializing in: Retirement Income, Investment Management, and Tax Planning.

Denver - Cherry Creek, CO Hoggatt Team

Bio

Matthew Baity

Matthew has served in the financial services and banking industry since 2010. He worked at Wells Fargo and U.S. Bank before becoming a financial planner at Fidelity Investments. He went on to become a Vice President, Financial Advisor at PNC and a Wealth Management Advisor at TIAA before joining Wealth Enhancement Group in July 2023.

Denver - Cherry Creek, CO Baity Team

Bio

Adam Seifts

Adam is dedicated to providing comprehensive financial counseling to both existing and prospective clients, focusing on a holistic approach to wealth management. With over 15 years of industry experience, Adam is proficient in a wide array of financial planning areas, including investment, tax, retirement, insurance, and education planning. His passion lies in helping clients make informed decisions with their hard-earned money.

Fishkill, NY 10-15 Team

Bio

Chip Hardy

Chip has worked in financial services since 1989 and brings diversified knowledge and experience to his clients at Wealth Enhancement. Chip specializes in consulting with employer-sponsored retirement plans of all types. He meets with fiduciary committees, employee groups and individuals to discuss their retirement goals. Many of Chip’s private clients come from the retirement plans he supports.

Greenville, SC FTCA Team

Bio

Evan Quinn

Evan believes in meaningful client-advisor relationships and has a passion for gaining a deep understanding of what is important to his clients. He has over nine years of knowledge and experience in the financial services industry, previously working at UBS as a Financial Advisor and Corporate Stock Benefit Consultant. Evan joined Wealth Enhancement group through the 2020 JOYN acquisition.

Atlanta, GA Sandy Springs Team

Bio

Brian Williamson

Brian was raised in Rochester and came home to join Wealth Enhancement Group in 2018. During college his interest in working in the financial services industry was confirmed by interning at a Rochester Bank and at the Wealth Enhancement Group headquarters. Brian has many interests including hockey, soccer, volleyball, broomball and his Golden Retriever – Bailey.

Rochester, MN Williamson Team

Bio

Rodney Kerber

rkerber@wealthenhancement.com Rodney is passionate about fostering a supportive, family environment. He joined Wealth Enhancement Group in 2023 through the Retirement Advisory Group acquisition. From hands-on guidance to regular events and communication, Rodney has built a wealth management approach designed to ensure each of our clients receives the service they deserve throughout their lives.

Eden Prairie - North Office, MN Kerber-Stancek Team

Bio

Jon Taylor

Jon Taylor is a seasoned financial sales professional who thrives on the challenge of working with advisors to identify client solutions and grow assets under management. He brings 25 years of experience to his current position as Senior Annuity Desk Lead at Wealth Enhancement, having held previous positions as a wholesaler, sales manager, relationship manager and in product development at Transamerica, AIG, Empower, Charles Schwab and Pacific Life.

Plymouth, MN

Bio

Sam Zito

Sam has worked with Tammy, Brian, and the Legacy team for almost ten years. He worked at JPMorgan Chase for several years as a credit underwriter before joining the team. In his previous role as an Investment Consultant, Sam specialized in investment research, asset allocation, and financial plan creation. As an advisor, Sam will maintain the function of investment analyst as well as perform his advisor duties.

Rochester, NY Legacy Team

Bio

Siobhan Collins

Prior to assuming her current position as regional vice president for new client development at Wealth Enhancement, Siobhan had 13+ years of experience in the financial services industry — first, as a wealth advisor associate working with clients through the full planning and investing process, and subsequently, as a financial wholesaler throughout northern and southern California.

Plymouth, MN