Teams at Wealth Enhancement Group

Manage standard and complex client account onboarding, including trusts, estates, LLCs, partnerships, and corporations. Review documentation, resolve NIGO items and exceptions, ensure regulatory and custodian compliance, and maintain accurate Salesforce records. Serve as a liaison and subject matter resource for advisor teams, provide quality control and mentorship, improve onboarding processes, and support scalable service delivery for high-net-worth clients.

Administer and govern the firm's planning technology ecosystem: vendor management, licensing, platform administration, M&A onboarding and migrations, integrations, reporting, documentation, training, and process improvement to ensure platforms are supported, compliant, and aligned with enterprise objectives.

Lead and coach a team of Regional Vice Presidents to drive new client acquisition, manage performance, refine onboarding, run pipeline reviews, and report results to firm leadership.