Zachary launched his career in the financial services industry in Ohio in 2010. Prior to joining Wealth Enhancement as a financial advisor, he served as a financial advisor and education specialist with several advisory firms, educating plan participants and individuals about their available choices in their retirement plans, as well as how to navigate various options through job transitions.
Adam earned his bachelor’s degree in finance from St. Cloud State University in May of 2011. He immediately began his career with Wealth Enhancement Group and has served in both, client service and financial planner roles throughout his tenure. As a result, he has gained valuable experience in all areas of the financial planning process and embraces the relationships that are created with clients.
Jim has over 30 years of experience helping individuals, families and businesses work toward maximizing wealth. His career includes working for large national firms, and small independent offices, delivering a daily stock market report on the radio and years of financial fitness webinars covering a wide array of financial topics. He became a member of Wealth Enhancement Group in 2023 through the First Capital Advisors Group acquisition.
Don Riley is a seasoned financial professional with over four decades of experience in the finance industry. His career began in 1984 as a trader on the Philadelphia Stock Exchange, where he founded a specialist and trading firm. Transitioning into financial advisory services, Don has spent the past 15 years providing clients with investment solutions and financial planning advice.
David has assisted clients with integrity, understanding, and respect for nearly two decades. His goal at Wealth Enhancement is to bring financial services experience, Biblical wisdom, comprehensible communication, and a client focus together as an advocate for his clients’ financial wellbeing. David enjoys helping clients address their financial problems, including building up or drawing off their retirement nest-egg, planning for the next generation, and taking their first steps into investing.
Tyson became interested in finance as a teenager when he started investing his earnings from commercial salmon fishing in Alaska. This early introduction to investing awakened a passion for wealth management, where he has worked since 2008. Tyson specializes in tax, investment, economic, and retirement benefit strategies, specifically transition planning for corporate employees. Tyson believes that education is a critical tool to help his clients feel empowered and comfortable with financial decisions.
In 1987, Tom entered the world of financial services after serving in the U.S. Navy’s nuclear power program, which included operating the propulsion systems on two different submarines as well as being an instructor at the Navy’s Nuclear Power School. By 1991, he was the lead portfolio manager at a large financial planning firm in Orlando, Florida, where he directed over $130 million in assets.
Brian works closely with clients to help them prioritize their goals and create effective financial plans that help them to achieve their goals. He enjoys helping clients better understand how to manage their portfolios through education and takes great pride in enabling clients to enjoy the fruits of their labor by maximizing their financial circumstances.
Julie joined Wealth Enhancement Group in 2022 through the Scroggins Wealth Management acquisition. Throughout her career in the financial sector, Julie has maintained a commitment to building lasting relationships based on valued and professional experience and a deep understanding of what a client needs from their advisor.
