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Lisa has over 20 years of financial service industry experience in operations management, regulatory compliance and product management in the independent broker-dealer and RIA channels. As Director of Operations, she leads the areas of portfolio accounting and document management. She is also responsible for enhancing our client experience through quality service and reporting.
Bio
After graduating from law school, Bill began his legal career in private practice as an employment and business litigator with a Minneapolis law firm. His first role after leaving private practice was to serve as in-house counsel for Rollerblade.
Bio
Tiffany is a seasoned professional with almost 30 years of experience in the financial services industry, primarily focused in the areas of personal retirement and financial planning. She spent 18 years at Ameriprise Financial where she led several sales organizations and the Advisor Business Development Group. In 2014, Tiffany joined Merrill Lynch as a Personal Retirement Specialist.
Bio
Wiley is a tax and finance professional with over 20 years of experience, including leadership roles in both corporate and entrepreneurial settings. He currently serves as a Senior Tax Advisor at Wealth Enhancement, following his role as a Senior Tax Accountant at Family Office Solutions, where he specialized in complex tax return preparation and client advisory in the “family office” environment.
Bio
Dan works directly with individuals and families to help them make smart, confident decisions about their financial well-being. With 18 years of experience partnering with financial advisors and clients, Dan brings a thoughtful, steady approach to planning and investing. He takes the time to understand what matters most to you, whether it’s retirement, investing wisely, or protecting your wealth. Dan will connect you with the right advice and guidance to help you get there.
Bio
With nearly two decades of helping clients solve problems, Matt Falkner serves as Regional Vice President of New Client Development at Wealth Enhancement. He specializes in helping clients architect and implement comprehensive financial strategies tailored to their long-term goals. His work focuses on optimizing financial plans, minimizing tax burdens, and navigating complex trust and estate planning issues.
Bio
Damah brings strategic insight, genuine care and high-performance energy to her role as a financial advisor with Wealth Enhancement. To quote Damah — “I am known for my ability to make complex financial strategies feel approachable, actionable and deeply personal because for me, wealth enhancement (pun intended) is about more than the numbers, it’s about people.