Courtney is a CERTIFIED FINANCIAL PLANNER™ professional who has worked in financial planning and wealth management since 2016. She enjoys getting to know clients, understanding what matters most to them, and helping them make thoughtful financial decisions at every stage of life.

Jordan has been serving clients in the financial services industry since 2015. He uses his passion for financial planning and the client experience to form strong connections. Prior to joining Wealth Enhancement Group in 2023, Jordan fulfilled multiple roles with Charles Schwab and Northwestern Mutual. He obtained the Certified Financial Planner Professional designation in 2018 and Chartered Financial Consultant designation in 2020.

Adam has been serving the community as a Financial Advisor since 2019 and joined Wealth Enhancement Group in 2023 through the New Era Financial acquisition. He appreciates conversations with clients and specializes in helping them on the path to financial freedom through personalized financial planning and investments.

Marquis understands the necessity of discipline and great communication skills to help clients navigate their financial journeys with confidence. He focuses on providing personalized strategies that protect what matters most, while creating a comprehensive plan to build a lasting financial legacy and educating the next generation to be responsible stewards of wealth and values.

Prior to joining Wealth Enhancement, Tyler spent three years with Marcum Wealth where he began his career as part of the internship program before transitioning into his full-time role as a financial advisor. Adhering to the highest fiduciary standards, Tyler is passionate about eliminating client fears through comprehensive financial planning and investment management. 

With 8 years in the financial services industry, Mason serves as a financial advisor with the Moore team at Wealth Enhancement. He grew up on his family’s farm in a small town where he learned the importance of honesty, hard work and teamwork.

Joanna is a financial advisor with Wealth Enhancement and works with Eric Wulff to help families achieve their goals by developing a comprehensive financial plan, making critical strategic decisions and then integrating the appropriate investment strategies. She focuses on financial planning, business succession planning, asset allocation and portfolio construction.

Steve has been practicing wealth management since 2013. He spent many years focused on helping executives from the Biopharma Industry in Boston. He noticed that because of the industry’s fast pace and growing complexity, it is often difficult for professionals to properly plan for their personal goals. 

Daniel began his career in financial services through an internship that developed into a permanent position within the organization. His focus has been in international equities and alternative investments, which gives him a specialized perspective when creating investment proposals, researching possible investment opportunities and analyzing new and current investment strategies. Daniel lives in Laurel, Maryland with his wife and son.

Alex is a committed CERTIFIED FINANCIAL PLANNER™ professional that strives to deliver personalized advice and proactive service to help his clients work towards financial independence. The extensive experience he has gained building retirement income models and marrying Social Security, tax, investment, and distribution strategies helps to provide clarity to an individual’s retirement plan.