Our Team
Our leadership team equally emphasizes operational excellence and impactful client engagement.
— KEY PROFESSIONALS
Leadership
Marc Rebboah
President, CEO, Founder
Professional Focus
Delivering high quality, comprehensive fiduciary expertise and trust services with a commitment to our clients, their families, and the community.
Mikkela Sweet, J.D., CTFA
Executive Vice President
Professional Focus
Mikkela spearheads Enterprise’s growth and operational development. She also brings a strong skill set anchored in Trust Administration, Taxation, Estate Planning, and Business Succession Planning.
Kelly Arrillaga
Managing Director, Family Solutions
Professional Focus
At her core, Kelly is passionate about people. Her clients are her biggest motivation professionally, and she believes in meeting them where they are and helping them achieve their goals. Kelly focuses on simplifying the complexities of financial services and supports families as they navigate the challenges that come with their wealth.
Margaret McCulloch
Chief Trust Officer, Director
Professional Focus
Margaret has 37 years of fiduciary management experience in all areas of trust administration and financial operations. She is committed to serving clients and their families with personalized comprehensive fiduciary expertise.
Jennifer Elmenhurst
Chief Trust Officer, Director
Professional Focus
Jennifer manages the California Trust Team focusing on areas of Client Relationship Management, Trust Administration and Estate Settlement. Developing long term relationships motivates Jennifer in her quest for providing an unparalleled client experience.
Troy Jones
Managing Director, Senior Portfolio Manager, Lido Advisors
Professional Focus
Troy is responsible for managing estate assets during the settlement period, as well as seeking to ensure growth and liquidity for ongoing trust obligations.