Bio
In 2020, Michael, with decades of experience rooted in entrepreneurship, transitioned into the financial services industry — specializing in executive coaching and consulting for financial advisors and practice owners.
9/30/2025
Bio
Prior to assuming her current position as regional vice president for new client development at Wealth Enhancement, Siobhan had 13+ years of experience in the financial services industry — first, as a wealth advisor associate working with clients through the full planning and investing process, and subsequently, as a financial wholesaler throughout northern and southern California.
4/15/2025
Bio
David brings over 30 years of financial services experience to Wealth Enhancement. After 20 years at Janus Capital Group in Denver, Colorado, he held positions at several start-up firms in the private equity space. Most recently, he worked at Shelton Capital, a boutique manager that utilized a covered call strategy to produce additional income for clients’ portfolios.
3/20/2025
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