With over two decades of experience in the financial services industry, Teresa Sylvester brings a wealth of qualified retirement plan knowledge and experience to her role at Wealth Enhancement. Previously, she held executive positions at SunTrust Bank and Transamerica Retirement Services, where she honed her skills in retirement plan consulting and client services. 

Steve Popper brings over 40 years of experience in the financial services industry, including previous roles with Paine Webber and Merrill Lynch. In his role as a financial advisor with Wealth Enhancement, Steve provides investment advisory services to fiduciaries of corporate retirement plans, affluent families and individuals. 

In his current position as a financial advisor with Wealth Enhancement, Jag specializes in creative applications of insurance to help solve the unique needs of the affluent and ultra-affluent marketplace. Employing a consultative, objective approach and representing the client — rather than a particular insurance company — makes Jag’s specialty a value-added benefit.

Mike has been a certified public accountant in South Carolina for over thirty years. Formerly a partner with the accounting firm Bradshaw, Gordon & Clinkscales, he moved to the financial industry in 2000. Prior to joining Wealth Enhancement, Mike worked for FinTrust and Raymond James. His accounting background leverages his strong analytical perspective as he focuses on market equity research and portfolio management.

Donna focuses on helping clients achieve their financial and life goals through a holistic and customized approach to financial planning and wealth management. With extensive investment industry experience of more than 30 years, she draws on this knowledge to develop comprehensive plans that are designed to deliver financial education. She excels in working with women, helping them to visualize their financial futures while equipping them with the tools needed to realize their goals.

Spencer is a financial advisor at Wealth Enhancement, where he crafts tailored solutions for high-net-worth individuals and families, addressing their complex planning and wealth management needs. He is committed to creating holistic financial blueprints that reflect each client’s unique values and goals.

Originally from Taiwan, Lily was inspired to build a career in wealth management after growing up with a single mother who skillfully managed the family’s finances and taught her children the importance of managing their own resources wisely. She learned early on that the accumulation of wealth is less important than using it to support and to provide for one’s family and community.  

Nate began his career in the financial services industry in 2003 and has worked as a full-time wealth advisor since 2005. He joined Wealth Enhancement in 2021.

Adam has been with Wealth Enhancement Group for more than 8 years, and he has earned his CFP® designation. He is a multi-winner (2017-2023) of the FIVE STAR Wealth Manager award as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.* Before joining Wealth Enhancement Group, Adam worked as a mortgage consultant and as an advisor for a large local financial institution. When he’s not working, he enjoys playing golf, sports, traveling, and spending time with family and friends.

Jim brings an extensive retirement income planning background to his team. He is a member of Ed Slott’s Elite IRA Advisor Group, which is one of the leading organizations in the country devoted to advanced retirement account taxation knowledge. He also co-authored “What Consumers Look for in Financial Planners,” an article published in the academic journal Financial Counseling and Planning.