Maureen has served in many varied capacities in her financial services career, including Director of Trust Operations, Director of Trust and Estate Administration, Financial Services Account representative, and Director of Operations and Chief Compliance Officer for Guidance Wealth, a registered investment advisory firm.   In her current position as a Vice President Financial Advisor with Wealth Enhancement, Maureen continues to utilize her vast experience with client advisory services, and h

Marti Awad has more than 30 years of experience working in the capital markets, first as a practicing tax attorney at one of the country’s top law firms and, for the past 24 years, as a private wealth advisor. Before that she worked in the tax consulting group of a national accounting firm. She joined Wealth Enhancement Group in 2021 through the merger of Cardan Capital Partners which she cofounded.

Since 2018, Jordan held key roles at Trident Trust where he led teams to ensure compliance with complex regulatory requirements. Jordan is a seasoned fiduciary expert with extensive experience in trust and estate management. In 2025, He joined Wealth Enhancement as the chief fiduciary officer where he oversees legal compliance, operational risk management and strategic growth initiatives, while working with clients and stakeholders to design customized fiduciary solutions.

With more than 15 years of experience in the Trust and Compliance industry, Anna joined Wealth Enhancement Trust Services in 2021 as a Compliance Officer through the SVA Trust Company, LLC acquisition. In 2023, she was named a Director of Compliance for Wealth Enhancement Group and continues to maintain regulatory compliance for the Trust Company. Anna works in the Sioux Falls, South Dakota office.She enjoys spending time with family including her husband, daughter, and son.

With 20 years of experience in trusts and estates, David has helped create numerous innovative solutions for modern estate planning challenges. As an attorney, he designed trusts to meet unique circumstances and advised fiduciaries on the high standards required of them, litigating when necessary to redress fiduciary breaches or resolve drafting ambiguities.

As Chief Compliance Officer at Wealth Enhancement Group since 2024, and Vice President of Compliance Operations since 2021, Joe oversees employee Licensing & Registrations, Marketing Compliance and General Compliance Services for WEG’s internal BD and RIA.

Rick has over 30 years of experience in personal financial planning, estate planning, investment management, taxation, corporate finance, and business consulting. As a founding member of the Financial Advisory Group, he served as their Chairman and Chief Executive Officer before joining Wealth Enhancement Group in 2024.