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.

David brings over 30 years of financial services experience to Wealth Enhancement. After 20 years at Janus Capital Group in Denver, Colorado, he held positions at several start-up firms in the private equity space. Most recently, he worked at Shelton Capital, a boutique manager that utilized a covered call strategy to produce additional income for clients’ portfolios.