President, Wealth Enhancement Trust Services
JD
Trust Services
Bring your legacy to life
A trust is one of the most effective ways to protect, preserve, and pass on wealth in a way that reflects your personal wishes. Our full-service in-house trust team provides services to establish your legacy.
Recognized by the Best
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Barron’s: Awarded 9/11/2026 for 6/30/25-6/30/26. USA Today: Awarded 4/15/26 for 2/28/21-1/31/26. FA Magazine: Awarded 6/10/26 for 12/31/24-12/31/25. Paid for logo use.
Working with trust services
Leave a lasting impact
Our dedicated specialists through Wealth Enhancement Trust Services (WETS) offer trust management to serve your needs. In partnership with your financial advisor, our team will orchestrate your trust plan with your lawyers, accountants, and other trusted professionals.
A directed trust is designed to provide you with greater flexibility and control. In this structure, your financial advisor will handle investment management of your trust.
When serving as a Traditional Trustee, our team takes a comprehensive approach by handling both trust administration and investment management.
Acting Trustee
When being named trustee in the original document, or upon replacing an existing trustee, WETS will begin carrying out your complex estate planning goals. We will ensure your plan remains compliant by carrying out all necessary accounting, investing, distributions, tax return filing, and reporting as necessary. We can serve both as a Directed Trustee and a Traditional Trustee.
Agent for Trustee
Serving as a trustee is an honor that comes with responsibilities. Our team will carry the heavy lifting of the day-to-day accounting, reporting, and disbursements, leaving you free to focus on the important decisions needed to carry out your loved one’s wishes.
Our Team
Meet our Trust Services Team
Our Trust Services team provides comprehensive advice to individuals & families across the country.
Chief Fiduciary Officer
JD
Director of Compliance
JD, CFIRS®
Senior Trust Officer and Tax & Estate Specialist
CTFA
Senior Trust Officer
Senior Trust Officer
CTFA
Senior Trust Officer
CTFA
Trust Officer
MBA
Trust Officer
Associate Trust Officer
How we help
Comprehensive attention to your financial life
Our approach starts with you. We match you with an advisor who fits your needs and we support your advisor with the Roundtable™ – a diverse set of specialists working together, all for your future.
Our wealth management approach is driven by six core pillars: retirement planning, investment management, tax strategy, estate planning, risk management and insurance, and financial planning. For business owners, we offer specialized services to help you build, grow, and sell your business.
Ready to take the next step?
Schedule a no-cost meeting with one of our advisors and build a comprehensive plan designed to support your goals.
Insights
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