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Bio

Jessica Anseth

Jessica has over 10 years of experience in the financial world. Prior to joining the Wealth Enhancement Group as a financial advisor, she served as a financial advisor at Cornerstone Financial Advocates. She focuses on helping clients achieve financial independence through customized investment strategies.In her spare time, she is busy running around being a mom to two active children. She also enjoys camping and going on adventures with her kids, husband and two dogs.

Bio

Jim Goolsby

Jim has over 37 years of experience in providing private client and institutional investment services. In his current position as leader of the Goolsby investment team and as a financial advisor with Wealth Enhancement Group, Jim has extensive knowledge in cash flow management for retirees, retirement plans, and building retirement wealth.

Bio

Lisa Kachel

As a financial advisor with Wealth Enhancement, Lisa specializes in all areas of financial planning, estate planning, and asset management. She develops comprehensive financial plans for her individual and business clients that often include distribution plans for retirement, hands-on investment management strategies, tax planning, and business analysis, as well as estate and risk management strategies.

Bio

Braedon Long

Braedon works closely with his clients to understand their goals and implement efficient strategies to help pursue them. His approach, in general, is to keep things as simple as possible. Complexity oftentimes leads to confusion and confusion oftentimes leads to less than optimal results. Braedon’s approach to client relationships is centered on trust, respect and personal accountability.  Contact Braedon at (704) 409-2569

Bio

Aisling Carroll

Aisling Carroll is an accomplished and well-respected industry veteran with 25+ years of leadership experience in financial services, primarily in the RIA space. With a proven track record for driving organic growth, Aisling serves as Chief Partner Programs Officer at Wealth Enhancement where she leads the firm’s Custodial Referral Program (CRP) expansion strategy.

Bio

Joe Shults

With over 22 years of experience as a financial advisor, Joe has focused on helping clients work toward financial independence and confident retirements. Beginning his career with American Express Financial Advisors and later transitioning to Ameriprise, he developed deep knowledge in creating customized financial plans.

Bio

Stephanie Chang

Stephanie has more than 13 years of investment and financial experience in the financial services industry. Stephanie brings portfolio management expertise and tech industry insights to her client advisory role. She strives to help clients understand the market and guide them through different business cycles. 

Bio

Clint Lightfoot

Bio

Mitch Craig

Mitchell Craig works with clients to help them make informed investment decisions and stay focused on their long-term financial goals. Since joining the Trippon-Rhoad team in 2021, he has played an integral role in supporting clients through personalized investment guidance and wealth management strategies tailored to their unique needs.

Bio

Tyler Olson

Tyler Olson works with clients to help them navigate important financial decisions and develop investment strategies aligned with their long-term goals. Since joining the Trippon-Rhoad in 2018, he has provided personalized guidance and building meaningful relationships founded on trust, communication, and attentive service.