Since 2018, Jordan held key roles at Trident Trust where he led teams to ensure compliance with complex regulatory requirements. Jordan is a seasoned fiduciary expert with extensive experience in trust and estate management. In 2025, He joined Wealth Enhancement as the chief fiduciary officer where he oversees legal compliance, operational risk management and strategic growth initiatives, while working with clients and stakeholders to design customized fiduciary solutions.

Chris has more than 20 years of experience in the trust industry and specializes in post-death administration of estates and trusts. He understands that estate planning and administration can be an emotional time for his clients, so he focuses on getting to know the families he works with and understanding their specific needs, developing strong relationships, and delivering excellent client service.

skluesner@wealthenhancement.com

With more than 15 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.

Andrew has more than a decade of experience in fiduciary, estate and gift taxation, as well as estate and trust administration, with specialized experience in estate and gift tax regulations governing trust and estate accounting and tax compliance. He assists his clients in preparing estate, gift, individual income and fiduciary income tax returns. In his role as a trust officer, he works with a broad range of clients helping to meet their financial needs regarding trusts.

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.

Meet the Lighthouse Team Justin attended Mount St. Mary’s University where he considered pursuing a career in teaching. With the guidance of great mentors, he decided to combine his desire to teach with his passion for finance and pursue a career in wealth management.

With 20 years of experience in trusts and estates, David has helped create numerous innovative solutions for modern estate planning challenges. As an attorney, he designed trusts to meet unique circumstances and advised fiduciaries on the high standards required of them, litigating when necessary to redress fiduciary breaches or resolve drafting ambiguities.

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. 

Lauren began her professional career as a paralegal specializing in litigation before moving into financial services prior to joining Wealth Enhancement Trust Services. Using her years of experience, she cultivates strong relationships with beneficiaries and advisors. Her background allows her to successfully balance objectivity and compassion while administering accounts with a high level of regulatory oversight and customer service.