Experienced Professional Joins WealthVest

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Tricia Berens Takes on Position as Regional Consultant

WealthVest announced that Tricia Berens of Studio City, CA, will cover the Los Angeles territory as a regional consultant, focusing on the broker-dealer marketplace.

Berens graduated from South Dakota State University with a bachelor’s degree in business economics. She then attended Augsburg College, completing the master’s program in business administration. Since then, she has held various roles with leading companies such as financial advisor, regional sales director, regional vice president, and regional marketing specialist. These roles have helped her foster her industry knowledge - especially her knowledge of fixed index annuities. Berens is often called upon to speak about advanced planning strategies at training and educational seminars for financial advisors, CPAs, and clients.

“Tricia will be a powerful addition to our team. We can’t wait for years of success with her on board,” said Matt Sawyer, Vice President of Sales.

Berens currently lives in Studio City, CA, and enjoys fitness, traveling, and spending time with family and friends.

WealthVest is a financial services distribution firm specializing in high-quality fixed and indexed insurance and retirement savings products from top carriers. WealthVest designs, markets, and distributes these essential products throughout the nation. WealthVest’s focus is on creating product with the highest consumer value.

WealthVest was founded in 2009 by former CEO of American Skandia, Wade Dokken, and former CEO of Hartford Life Limited, Europe, Lincoln Collins. From the beginning, the company has provided financial professionals with exceptional field and phone support, effective sales training materials, thorough coaching, and the highest quality product.

The company possesses four sales teams: a field wholesaling team dedicated to banks and broker-dealers; a field wholesaling team dedicated to independent broker-dealers; a team dedicated to independent agents and advisors; and a Bozeman-based sales team focused on all agents and advisors. WealthVest has relationships with over 130 banks and broker-dealers around the United States, more than 100 committed professionals on its team, and over $1 billion in sales to date.

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Hannah Matro
WealthVest Marketing
877.595.9325 Ext: 203
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Hannah Matro
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