Wes Sorensen

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As a financial advisor with Wealth Enhancement, Wes delivers insights from more than 20 years of financial services experience and a commitment to helping people plan for their financial goals. He focuses on assisting clients to develop and execute personalized financial strategies both pre-retirement and for retirement income planning. 


Mick Streff

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As a financial advisor with Wealth Enhancement, Mick employs a disciplined process to help clients understand their long-term investment objectives and risk tolerance, and then determine the appropriate asset allocation and diversification strategy for their needs. With more than 30 years of experience, Mick began his career in the banking industry, serving as senior trust officer and portfolio manager. He later founded the Streff Financial Group.

George Koeltl

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George is deeply committed to helping clients achieve and sustain financial confidence throughout retirement. His professional experience and in-depth knowledge make him exceedingly qualified to give advice on nearly any personal finance topic. As a corporate Tax Auditor for the New York State Department of Tax & Finance in 1991, he gained extensive knowledge on how to read financial statements and develop strategies to minimize income taxes.

Vince Cimino

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With almost three decades of experience in the wealth management industry, Vince's depth of expertise helps give confidence and clarity to his clients. Vince specializes in working with individuals interested in retirement and post-retirement distribution planning needs. He takes into account not only the accumulation of funds, but also distribution options along with estate planning ramifications.


Colleen Johnson

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Colleen has provided comprehensive financial planning and asset management services since 2007 and has 29 years of experience within the financial services industry. Colleen works collaboratively with her clients to establish wealth management strategies designed to reach the clients’ financial goals through each stage of their lives. Servicing clients’ needs and providing objective advice are Colleen’s top priorities.

Bev Rodrigue

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Bev manages multiple client relationships, working closely with families to design and implement customized financial and estate plans. She also oversees the financial planning program for her team. Bev joined Wealth Enhancement Group in 2021 through the North American Management merger. Prior to joining North American Management in December 2018, she was with Lake Street Advisors, where she served as a relationship manager for a number of family relationships.

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