Ever an advocate for the client, Beth administers trusts and other fiduciary accounts for high net worth clients and their families. She enjoys helping her clients develop the trust options that best meet their needs, understanding that trust planning can be complex. Beth joined Wealth Enhancement Trust Services in 2021 through the SVA Trust Company, LLC acquisition. She is engaged in a variety of community activities and is active in supporting a variety of nonprofit organizations.
- MBA, University of Wisconsin – Milwaukee
- BS, University of Wisconsin – Milwaukee
The O’Brien financial advisory team serves clients at our Madison –John Q Hammons Drive office.