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Bryan joined Wealth Enhancement Group in 2023, bringing over 15 years of experience in financial services and technology with a focus on sales leadership, customer success, and digital innovation.
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Ani is a proven financial services leader with over 15 years of functional and leadership experience with focus in sales and marketing strategy, leveraging technology innovation to drive efficient growth and deliver customized client and prospect experiences.
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With over 20 years of experience in the financial services industry, Dawn currently serves as Chief People and Productivity Officer at Wealth Enhancement where she has been instrumental in helping the firm achieve its strategic productivity goals and vision since coming on board in 2022.
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Jonathan has been a dedicated professional in the financial services industry since 2007, earning recognition as a thought leader with a particular focus on investment management. Most recently, he served as a Principal Senior Investment Consultant at Mercer, where he provided fiduciary oversight and investment guidance for companies managing billion-dollar 401(k) and pension plans.
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Ben has been in the financial services industry for over 20 years and has a background in investment finance, tax planning, strategic wealth management and values-based family planning. He is well educated about the topics high-net-worth individuals face and understands how to integrate family values with financial decisions. An avid outdoorsman, Ben enjoys backpacking, mountain biking and canoeing in his spare time.
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Tom is a tax services veteran with nearly 30 tax seasons under his belt. He also served, during a 10-year interlude, as a corporate controller in the agriculture industry. Tom was co-owner of a CPA firm prior to joining Wealth Enhancement Group.
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Kelly has more than 15 years of experience in the financial services industry and has contributed to the success of Wealth Enhancement Group in a variety of roles. As an associate financial advisor, Kelly helps to facilitate client meetings, assists with financial planning and is a point of contact for client inquiries. She has studied economics and business administration with an emphasis in management. For fun Kelly likes to travel and spend time with family and friends.
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Emily began her career with Wealth Enhancement as an intern in the Oakdale office. In her current role she prepares reviews for clients and financial plans for prospective clients. Emily enjoys spending her free time with her husband Sean and their two children.
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Jon Taylor is a seasoned financial sales professional who thrives on the challenge of working with advisors to identify client solutions and grow assets under management. He brings 25 years of experience to his current position as Senior Annuity Desk Lead at Wealth Enhancement, having held previous positions as a wholesaler, sales manager, relationship manager and in product development at Transamerica, AIG, Empower, Charles Schwab and Pacific Life.
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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.