Bio
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.
5/8/2025
Bio
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.
2/27/2025
Bio
Jeff focuses on advising and consulting with clients about financial planning and portfolio management services. He is also responsible for financial mentoring and hosting financial educational workshops.
2/21/2025
Bio
Rick has over 30 years of experience in personal financial planning, estate planning, investment management, taxation, corporate finance, and business consulting. As a founding member of the Financial Advisory Group, he served as their Chairman and Chief Executive Officer before joining Wealth Enhancement Group in 2024.
6/3/2024
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