Phoenix, AZ Office

Team
Updated today

Client AUM

$111,601,546,975

Clients

80,986

Advisors

2

Of 1,005 advisors across 317 offices

Location

Phoenix AZ

Advisors at this office

2

Advisors at this office

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Tanner D

Series 65

Phoenix, AZ

Wealth Enhancement Advisory Services, LLC

Tanner Domschot is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and based in Phoenix, AZ. He has been with the firm since 2025 and has a diverse background including roles in education and hospitality prior to entering the financial advisory field. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes diversified, risk-class based allocations that integrate passive and active management, with portfolio oversight by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Siobhan C

CFP®, ChFC®, Series 63

Phoenix, AZ

Wealth Enhancement Advisory Services, LLC

Siobhan Collins is a financial advisor at Wealth Enhancement Advisory Services, LLC with 12 years of industry experience. She holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Wealth Enhancement Advisory Services in 2025, she worked at The Vanguard Group for eight years and had roles at Robert W. Baird & Co. and as a self-employed advisor. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified, risk-class based investment approach combining passive and active managers with quantitative, momentum, and fundamental analysis.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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