Nate is a seasoned professional with more than 20 years of experience in the financial services industry and leads the MACRO Team. Nate grew up at Ameriprise Financial and has always believed that a comprehensive approach can simplify a client’s life, inspire confidence and reduce stress. He attaches great importance to financial planning, the value of good advice and the importance of helping clients identify biases that may exist in their decision-making process.

Tarah has worked in the financial services industry since 2013, joining Wealth Enhancement Group in 2023. With her robust background in financial statement audit, tax and financial reporting, Tarah has a knack for financial analysis and a commitment to client success. She is dedicated to empowering her clients to make informed financial decisions. 

Brad has been working since 2014 to help clients achieve their financial goals through comprehensive financial planning and investment advice. In his role as a Financial Advisor, Brad leverages the financial plans that he and his clients create together to ensure that the advice and recommendations he gives them are specifically tailored and customized to the individual situation.

Brad started his career as a CPA and auditor, but his desire for knowledge soon led him deep into the investment and insurance fields. Over the course of his career, Brad has held many positions, including being the owner or partner in various insurance agencies and financial advisory firms.

Adria joined Wealth Enhancement Group in 2013 through a merger with Summit Wealth Advisors. With over 15 years of experience, Adria is passionate about empowering clients with tailored financial planning solutions. Known for her innovative approach, she expertly balances her clients' needs with forward-thinking strategies to create personalized financial journeys.

Brent has been advising Wealth Enhancement Group clients since 2007. As a believer in the power of teamwork, Brent often leverages the vast knowledge and resources of Wealth Enhancement Group to provide great service and smart strategies to his clients. Specializing in values-driven planning and retirement income planning, he takes pride in his ability to listen and help clients pursue their life goals through comprehensive financial planning. A St.

Will has more than 30 years of business and personal financial services experience running companies in both the private and public sectors. Over that time, Will has worked with business owners, entrepreneurs, and private equity to help manage and build client wealth. He did this while growing and merging several of his own companies along the way.

Prior to joining the Wealth Enhancement Group as a financial advisor, Joseph held positions as a portfolio manager and advisor with the Levy Wealth Management Group and Lockwood Advisors. Joseph is dedicated to providing customized wealth management services to a wide range of clients. He specializes in asset allocation implementation and customization of plans for high-net-worth individuals.

Michael brings a strong background in investment and retirement planning for high-net-worth clients to his current position as a financial advisor with the Wealth Enhancement Group. He began his career with The Vanguard Group and later joined the Levy Wealth Management Group, a personal financial planning and corporate retirement planning practice.

Eugene has over 15 years of experience in financial services and specializes in estate and legacy planning, investment management, and retirement income planning.Eugene’s career spans time spent with UBS, Fidelity Investments and Commonwealth Financial Network. Most recently, Eugene was the Regional Director for a San Diego based investment firm where he was instrumental in creating the largest and most profitable territory in company history.