Bio
With more than a decade of experience in wealth management, Travis Rhoad works closely 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 2013, he has served in several capacities, developing a broad understanding of portfolio management and client service.
Bio
With decades of experience serving corporate executives and affluent families, Jim Trippon helps clients navigate the complexities of wealth management, retirement planning, and long-term financial decision-making. Drawing on an early career advising Fortune 100 companies and their leadership teams, he developed a deep understanding of executive compensation, retirement benefits, and wealth preservation strategies.
Bio
Bio
Luke launched his financial services career in 2025 at Strategic Financial Partners beforeassuming his current role with Wealth Enhancement. In this role he collaborates with a team of financial advisors to provide high-net-worth families and individuals with holistic wealth management services and customized financial plans designed to enable them to achieve their long-term retirement goals.
Bio
Shalece brings a detailed, client-focused approach to trust administration. Since entering the financial services industry in 2017, she has served as an Assistant Trust Officer, Associate Trust Officer, and Trust Officer. Her experience includes administering discretionary and directed trusts across a range of domestic and foreign trust structures for ultra-high-net-worth clients around the world.
Bio
Clare supports the development of financial strategies tailored to each client’s unique goals, priorities, and vision for the future. She believes strong relationships built on trust, proactive communication, and a commitment to service are the foundation of long-term financial success. Through her relationship-focused approach, she is committed to helping clients gain confidence in their financial decisions and long-term plans.
Bio
Jeff Dickerson is dedicated to helping individuals and families navigate the complexities of wealth management with clarity. With nearly four decades of experience in financial planning and investment management, he brings a thoughtful, client-focused approach to helping clients consider how their financial decisions relate to their long-term goals.
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Todd is dedicated to helping clients build, manage, and preserve wealth through an individualized approach to financial planning. With more than 35 years of experience in financial services, he works closely with individuals, families, business owners, foundations, and trusts to develop strategies aligned with their goals and financial circumstances.
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D’Andre began his financial services career in 2018 and has served as a financial consultant, beneficiary relationship manager, and investment counselor. He brings experience with 403(b) and 401(k) accounts, plan-sponsored retirement plans, trusts, estates, succession planning, and financial planning tools including MoneyGuidePro and eMoney.
Bio
Bobbi helps affluent individuals and families navigate important financial decisions through a relationship-focused, planning-based approach. With more than 30 years of experience in the financial services industry, she has worked closely with clients as a personal financial concierge at a major U.S. financial institution, helping them align their financial resources with their long-term goals.
