Nate Pugliese

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 Sikkenga

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 Campbell

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 Meehan Siewert

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.

William B. Mullin

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.

Eugene Choi

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.

Michael Corgiat

Michael brings over 30 years of experience in the financial services industry. He began his career with Allmerica Financial and Securities America, focusing on building comprehensive financial plans. He has worked with individuals and small business owners his entire career. In 2014, he joined The Retirement Group where he began building a comprehensive understanding of the benefits packages for many Fortune 500 companies, helping their employees transition to retirement. 

Jeremy Chang

Jeremy has more than 16 years of operations and program management experience and has held positions with Integra LifeSciences and The United States Air Force. In his current role, he is responsible for establishing strong client relationships by understanding their goals, needs and concerns. He delivers fundamental and complex guidance to customers, using retirement, income and investment management tools and implementing a wide array of complex financial strategies.

Jim Hiles

Jim Hiles has decades of experience working with high net worth business owners, executives and medical professionals. He has helped thousands of clients in their wealth management journeys.
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