Paul Gordon

Submitted by wegmigrate on

Paul began his career in the investment industry in 2005. He held previous positions with H.D. Vest Financial Services and FinTrust. In his role as a financial advisor with Wealth Enhancement, Paul works with his clients to develop sound financial plans. He takes the time to understand what is important to each client and works toward maintaining their desired lifestyle leading up to and through retirement.

Joey Davies

Submitted by wegmigrate on

Joey graduated summa cum laude from the University of San Diego with a Bachelor of Business Administration, double majoring in Finance and Real Estate. Originally from Portland, Oregon, Joey moved to San Diego for school and has since made it his home.


Timothy C. Modesti

Submitted by wegmigrate on

Tim joined Wealth Enhancement Group in 2025, bringing over a decade of experience from Northern Trust in New York City, where he managed $700 million in client assets. As a Vice President and Portfolio Manager, he specialized in investments for high-net-worth individuals, trusts, and foundations. Tim's core responsibilities included developing tailored asset allocation and investment strategies to meet the unique needs and objectives of each client.

Chris Scott

Submitted by wegmigrate on

Chris began working in financial services at the Vanguard Group in 1997, leading technology projects for the firm’s personal financial planners. Chris found his professional calling and passion 8 years later when he guided his parents into retirement. He then navigated his career to become a financial advisor at Vanguard.

Aisling Carroll

Submitted by wegmigrate on

Aisling Carroll is an accomplished and well-respected industry veteran with 25+ years of leadership experience in financial services, primarily in the RIA space. With a proven track record for driving organic growth, Aisling serves as Chief Partner Programs Officer at Wealth Enhancement where she leads the firm’s Custodial Referral Program (CRP) expansion strategy.


Brent Mason

Submitted by wegmigrate on

With more than 30 years in the financial service industry, Brent was the managing partner for Landmark Financial Advisors for the past two decades which partnered with Wealth Enhancement Group in 2024. Prior to Landmark, Brent worked as a Managing Director for US Bank’s Personal Trust Division, where he specialized in estate and financial planning for high-net-worth business owners and their families.


Subscribe to CTFA