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Showing 861-870 of 4196 results

Bio

Samanta Lopez

Samanta’s experience in the trust industry has allowed her to collaborate with clients and advisors from Latin America to Southeast Asia. She has worked on the administration of trust structures involving a variety of asset types and companies in various jurisdictions. With this experience she assists clients and advisors while learning their family dynamics to foster a long-lasting relationship.

Sioux Falls, SD

Bio

Jessica Phillips

Jessica is a seasoned Senior Trust Officer with over a decade of experience in fiduciary services, estate planning, and trust administration. Based in Minot, North Dakota, Jessica has built a reputation for delivering personalized, strategic guidance to clients navigating complex financial and estate matters. 

Minot, ND

Bio

Kayla Johnson

Kayla began her career in financial services in 2010, starting on the lending side of banking before transitioning to the trust department in 2017. As a trust officer trainee, she gained comprehensive experience in all facets of fiduciary services, including operations, investments, and administration. Today, as a Senior Trust Officer at Wealth Enhancement, Kayla is recognized for her innovative approach and attention to detail in managing a wide range of trust relationships. 

Williston, ND

Bio

Lisa Garcia

Lisa has over 20 years of experience in the Financial and Trust industry. She worked as a Financial Advisor Associate for 10 years at M&I Financial Advisors and Johnson Financial Group where she started her career as a Trust Associate. 

Madison - John Q Hammons Drive, WI

Bio

Ryan Miller

Ryan brings almost 20 years of financial services experience to his work with clients. His background includes roles as a licensed broker at TD Ameritrade, branch office manager with Scottrade, and investment advisor with a boutique registered investment advisor firm. This varied experience gives him a well-rounded perspective on clients’ needs and investment goals. Ryan values understanding the client perspective and appreciates the collaboration required across an advisory team.

Sioux Falls, SD

Bio

Anna Gauer

With more than 18 years of experience in the Trust and Compliance industry, Anna joined Wealth Enhancement Trust Services in 2021 as a Compliance Officer through the SVA Trust Company, LLC acquisition. In 2023, she was named a Director of Compliance for Wealth Enhancement Group and continues to maintain regulatory compliance for the Trust Company. Anna works in the Sioux Falls, South Dakota office.She enjoys spending time with family including her husband, daughter, and son.

Sioux Falls, SD

Bio

Blake Kahn

Blake Kahn is a CERTIFIED FINANCIAL PLANNER® with more than 15 years of wealth management experience, specializing in client acquisition, financial planning and client experience. He joined Wealth Enhancement Group in October 2026 as Regional Vice President, New Client Development.

Atlanta, GA - Buckhead

Bio

Diane Garcia

Diane has over 20 years of experience in the financial industry. She began her career in Citibank, NA in their New York office before transferring to San Francisco to work in the Citigroup Private Bank division. After taking time away from her career to raise her two children, Diane reentered the financial services industry in 2015, joining Ginsburg Financial Advisors. She supervised all administrative staff, human resources, client service, and office operations.

Oakland - Montclair Village, CA Central Bay Area Team

Bio

Kimberly Baxter

Kim brings over 20 years of financial services experience to her role including her CERTIFIED FINANCIAL PLANNER™ designations. She earned a bachelor’s degree in Sociology from St. John Fisher College. Kim went to QCI after 14 years with Manning & Napier Advisors where she was the Managing Director of their Client Services Department. Prior to Manning & Napier Advisors, she served as a Branch Manager for JPMorgan Chase. She joined Wealth Enhancement Group in 2021 through the QCI acquisition.

Plymouth, MN

Bio

Lisa Clark

Lisa has over 20 years of financial service industry experience in operations management, regulatory compliance and product management in the independent broker-dealer and RIA channels. As Director of Operations, she leads the areas of portfolio accounting and document management. She is also responsible for enhancing our client experience through quality service and reporting.

Plymouth, MN