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Bio

Anne O’Hara

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Jake Babiuk

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Rexford Schilgen

Rex launched his career in financial services in 2013, starting as an analyst in private equity, followed by positions in securities trading at Pershing/BNY Mellon.

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George Huang

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Carmen Pon

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Jennifer Tse

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Patrick Jenkins

Patrick brings decades of leadership and financial experience to his role as Senior Vice President and Financial Advisor at Wealth Enhancement. Prior to co-founding Wealth Advocates in 2017, Patrick served as a wealth manager and held senior roles in finance and product development. Patrick focuses on aligning every aspect of a client’s financial life—from investments and income to tax, insurance, and estate planning—to deliver clarity and long-term confidence.

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John Mickelson

A self-described lifelong learner, John brings curiosity, vision, and clarity to his role as Senior Vice President and Financial Advisor at Wealth Enhancement. John co-founded Wealth Advocates in 2017 and has worked in the fields of business, retirement, and estate planning since 1995. A former president of the Estate Planning Council of Northern Utah, John was a long-time member of the Million Dollar Round Table.

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Tom Berry

Tom’s career in the investment industry began over eight years ago at LM Kohn & Company, where he helped clients with portfolio management and trading, and later became a financial advisor. In his current role as a financial advisor with Wealth Enhancement, Tom leads with a service-first mentality and utilizes risk-based tools to help clients align their investment objectives with their personal risk tolerance.

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Connor O’Keefe

Connor O’Keefe helps clients bring clarity and confidence to their financial lives through thoughtful planning and responsive guidance. Since entering the industry in 2022, he has served in an advisory role focused on building strong client relationships and delivering personalized financial strategies. Known for his communication skills and commitment to client service, Connor partners with individuals and families to help them pursue long term financial well being.