Nate Pugliese

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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.


Tim Maher

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Tim has completed a decade-long vocation in the non-profit sector, supporting the philanthropic needs for higher education, social services, and health care organizations in the New York and New Jersey area. Previously, while working with Rochester Regional Health Foundations, Tim worked with philanthropists and their advisors on developing charitable estate plans. Tim joined Wealth Enhancement Group in 2021 through the QCI acquisition.

Bryan Grisak

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Bryan serves as a financial advisor with Wealth Enhancement, where he focuses on helping his clients with personalized strategies to reach their goals—whether it’s preparing for retirement, saving for college tuition, starting a new business, or saving for a big bucket list trip. He began his career in financial services in 2000 with American Express Financial Advisors and later joined Ameriprise Financial Advisors. 


Scot Lance

Submitted by wegmigrate on

Since starting his journey in the financial services industry in 1992, Scot has been fully dedicated to helping clients work toward their financial objectives by developing investment plans around their long-term goals and risk tolerance. His extensive experience in various types of markets and economies enables Scot to help clients structure balanced portfolios to address specific financial goals and needs.

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